Crowdstrike Holdings Inc (CRWD)vsHewlett Packard Enterprise Co (HPE)
CRWD
Crowdstrike Holdings Inc
$671.02
-2.10%
TECHNOLOGY · Cap: $195.73B
HPE
Hewlett Packard Enterprise Co
$53.73
-3.21%
TECHNOLOGY · Cap: $57.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Hewlett Packard Enterprise Co generates 643% more annual revenue ($35.74B vs $4.81B). HPE leads profitability with a -0.3% profit margin vs -3.4%. HPE appears more attractively valued with a PEG of 0.85. HPE earns a higher WallStSmart Score of 52/100 (C-).
CRWD
Hold40
out of 100
Grade: D
HPE
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Intrinsic value data unavailable for HPE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 533.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 23.3% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
18.4% revenue growth
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
ROE of 6.0% — below average capital efficiency
Weak financial health signals
Earnings declined 30.3%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : HPE
The strongest argument for HPE centers on Market Cap, PEG Ratio, Price/Book. Revenue growth of 18.4% demonstrates continued momentum. PEG of 0.85 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : HPE
The primary concerns for HPE are Return on Equity, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
HPE carries more volatility with a beta of 1.29 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
HPE generates stronger free cash flow (827M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HPE scores higher overall (52/100 vs 40/100) and 18.4% revenue growth. Both earn "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.
Visit Website →Hewlett Packard Enterprise Co
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
The Hewlett Packard Enterprise Company (HPE) is an American multinational enterprise information technology company based in Houston, Texas, United States.
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