Backblaze Inc (BLZE)vsCrowdstrike Holdings Inc (CRWD)
BLZE
Backblaze Inc
$19.34
+3.37%
TECHNOLOGY · Cap: $1.12B
CRWD
Crowdstrike Holdings Inc
$221.90
-0.05%
TECHNOLOGY · Cap: $215.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 3159% more annual revenue ($5.09B vs $156.30M). CRWD leads profitability with a -0.6% profit margin vs -13.1%. CRWD earns a higher WallStSmart Score of 40/100 (D).
BLZE
Avoid24
out of 100
Grade: F
CRWD
Hold40
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
17.7% revenue growth
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.6% year-over-year
Areas to Watch
Trading at 13.5x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -26.5% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Trading at 48.8x book value
ROE of -0.5% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : BLZE
The strongest argument for BLZE centers on Revenue Growth. Revenue growth of 17.7% demonstrates continued momentum.
Bull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bear Case : BLZE
The primary concerns for BLZE are Price/Book, EPS Growth, Market Cap.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Key Dynamics to Monitor
BLZE carries more volatility with a beta of 1.57 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRWD scores higher overall (40/100 vs 24/100) and 25.6% revenue growth. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Backblaze Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Backblaze, Inc., a cloud storage platform, provides businesses and consumers with solutions to store, use, and protect data globally. The company is headquartered in San Mateo, California.
Visit Website →Crowdstrike Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
CrowdStrike Holdings, Inc. provides cloud solutions for endpoint and cloud workload protection in the United States, Australia, Germany, India, Israel, Romania, and the United Kingdom. The company is headquartered in Sunnyvale, California.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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