Business overview
LPU inference architecture optimized for deterministic, low-latency token streaming.
Inference-first thesis is becoming consensus; Groq is one of a small handful of merchant alternatives with shipping silicon and a cloud.
Composite score
Higher = stronger overall research case
Fundamental51
Technical50
Valuation60
AI relevance55
Risk-adjusted (higher = safer)25
Segment-relative fundamental percentile: 20
Financial summary
Curated, illustrative
Revenue
$150.00M
Growth (YoY)
150.0%
Gross margin
35.0%
Operating margin
-60.0%
FCF
$-60.00M
Capex
$45.00M
Net cash / (debt)
$0.00
ROIC
-30.0%
Customer conc.
Medium
Valuation
Market cap
$6.50B
Enterprise value
$6.50B
P/E (TTM)
—
Forward P/E
—
EV / Sales
—
EV / EBITDA
—
P / FCF
—
PEG
—
Rule of 40
—
Risks
Severity 1 (low) to 5 (severe)
- 5Burn vs. capital
- 5Ecosystem depth vs. CUDA
Score components
What drove the composite
Growth100
Profitability20
Cash generation20
Balance sheet78
Moat / AI relevance62
Capital intensity (higher = lighter)25
Customer diversification60
Valuation discipline (dilution)42
Trend (MA50/MA200)50
Momentum (3/6/12m)50
Relative strength50
Realized vol (higher = lower vol)50
Segment peers
Other companies in Accelerators