Cellebrite DI (CLBT)vsCrowdstrike Holdings Inc (CRWD)
CLBT
Cellebrite DI
$14.16
-0.35%
TECHNOLOGY · Cap: $3.54B
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 912% more annual revenue ($4.81B vs $475.68M). CLBT leads profitability with a 16.5% profit margin vs -3.4%. CLBT earns a higher WallStSmart Score of 48/100 (D+).
CLBT
Hold48
out of 100
Grade: D+
CRWD
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-375.3%
Fair Value
$3.00
Current Price
$14.16
$11.16 premium
Intrinsic value data unavailable for CRWD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
18.1% revenue growth
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Areas to Watch
1.8% earnings growth
Distress zone — elevated risk
Weak financial health signals
Premium valuation, high expectations priced in
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CLBT
The strongest argument for CLBT centers on Revenue Growth. Profitability is solid with margins at 16.5% and operating margin at 16.2%. Revenue growth of 18.1% demonstrates continued momentum.
Bull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bear Case : CLBT
The primary concerns for CLBT are EPS Growth, Altman Z-Score, Piotroski F-Score. A P/E of 45.8x leaves little room for execution misses.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
CLBT carries more volatility with a beta of 1.33 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CLBT scores higher overall (48/100 vs 40/100), backed by strong 16.5% margins and 18.1% revenue growth. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cellebrite DI
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Cellebrite DI Ltd. provides digital intelligence solutions for the public and private sectors globally. The company is headquartered in Petah Tikva, Israel.
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.
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