Crowdstrike Holdings Inc (CRWD)vsMACOM Technology Solutions Holdings Inc (MTSI)
CRWD
Crowdstrike Holdings Inc
$217.20
-0.14%
TECHNOLOGY · Cap: $256.42B
MTSI
MACOM Technology Solutions Holdings Inc
$210.98
+10.84%
TECHNOLOGY · Cap: $19.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 364% more annual revenue ($5.40B vs $1.16B). MTSI leads profitability with a 20.7% profit margin vs 0.8%. MTSI appears more attractively valued with a PEG of 2.05. MTSI earns a higher WallStSmart Score of 68/100 (B-).
CRWD
Hold43
out of 100
Grade: D
MTSI
Strong Buy68
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Revenue surging 35.8% year-over-year
Earnings expanding 166.7% YoY
Keeps 21 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 23.3%
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Trading at 10.5x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bull Case : MTSI
The strongest argument for MTSI centers on Revenue Growth, EPS Growth, Profit Margin. Profitability is solid with margins at 20.7% and operating margin at 23.3%. Revenue growth of 35.8% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 4173.8x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : MTSI
The primary concerns for MTSI are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 83.1x leaves little room for execution misses.
Key Dynamics to Monitor
MTSI carries more volatility with a beta of 1.76 — expect wider price swings.
MTSI is growing revenue faster at 35.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MTSI scores higher overall (68/100 vs 43/100), backed by strong 20.7% margins and 35.8% 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.
Visit Website →MACOM Technology Solutions Holdings Inc
TECHNOLOGY · SEMICONDUCTORS · USA
MACOM Technology Solutions Holdings, Inc. designs and manufactures analog semiconductor solutions for use in wired and wireless applications in the radio frequency (RF), microwave, millimeter wave and light wave spectrum in the United States, China, Asia Pacific and internationally. . . The company is headquartered in Lowell, Massachusetts.
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