Crowdstrike Holdings Inc (CRWD)vsDell Technologies Inc (DELL)
CRWD
Crowdstrike Holdings Inc
$409.00
-4.48%
TECHNOLOGY · Cap: $103.73B
DELL
Dell Technologies Inc
$157.67
+0.58%
TECHNOLOGY · Cap: $104.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 2259% more annual revenue ($113.54B vs $4.81B). DELL leads profitability with a 5.2% profit margin vs -3.4%. DELL appears more attractively valued with a PEG of 0.65. DELL earns a higher WallStSmart Score of 78/100 (B+).
CRWD
Hold40
out of 100
Grade: D
DELL
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+69.5%
Fair Value
$406.69
Current Price
$157.67
$249.02 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 100.0%
Earnings expanding 533.0% YoY
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Every $100 of equity generates 44 in profit
Revenue surging 39.5% year-over-year
Earnings expanding 57.3% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 23.4x book value
ROE of -4.1% — below average capital efficiency
5.2% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Operating Margin, EPS Growth, Market Cap. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : DELL
The strongest argument for DELL centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 39.5% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : DELL
The primary concerns for DELL are Profit Margin.
Key Dynamics to Monitor
CRWD profiles as a growth stock while DELL is a hypergrowth play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.12 — expect wider price swings.
DELL is growing revenue faster at 39.5% — sustainability is the question.
DELL generates stronger free cash flow (4.0B), providing more financial flexibility.
Bottom Line
DELL scores higher overall (78/100 vs 40/100) and 39.5% revenue growth. Both earn "Strong Buy" 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.
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.
Dell Technologies Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Dell Technologies Inc. designs, develops, manufactures, markets, sells and supports information technology solutions, products and services worldwide. The company is headquartered in Round Rock, Texas.
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