Crowdstrike Holdings Inc (CRWD)vsMotorola Solutions Inc (MSI)
CRWD
Crowdstrike Holdings Inc
$385.86
+1.75%
TECHNOLOGY · Cap: $99.67B
MSI
Motorola Solutions Inc
$451.01
-0.82%
TECHNOLOGY · Cap: $75.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Motorola Solutions Inc generates 143% more annual revenue ($11.68B vs $4.81B). MSI leads profitability with a 18.4% profit margin vs -3.4%. MSI appears more attractively valued with a PEG of 2.47. MSI earns a higher WallStSmart Score of 62/100 (C+).
CRWD
Hold40
out of 100
Grade: D
MSI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-60.8%
Fair Value
$261.93
Current Price
$451.01
$189.08 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Every $100 of equity generates 104 in profit
Large-cap with strong market position
Strong operational efficiency at 27.8%
Generating 1.1B in free cash flow
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 31.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : MSI
The strongest argument for MSI centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.4% and operating margin at 27.8%. Revenue growth of 12.3% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : MSI
The primary concerns for MSI are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 4.05 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRWD profiles as a growth stock while MSI is a mature play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.12 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
MSI generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
MSI scores higher overall (62/100 vs 40/100), backed by strong 18.4% margins and 12.3% 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.
Motorola Solutions Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Motorola Solutions, Inc., is an American data communications and telecommunications equipment provider that succeeded Motorola, Inc., following the spinoff of the mobile phone division into Motorola Mobility in 2011. The company is headquartered in Chicago, Illinois.
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