Crowdstrike Holdings Inc (CRWD)vsMaxLinear Inc (MXL)
CRWD
Crowdstrike Holdings Inc
$181.80
-1.33%
TECHNOLOGY · Cap: $191.86B
MXL
MaxLinear Inc
$57.25
-2.87%
TECHNOLOGY · Cap: $7.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 901% more annual revenue ($5.09B vs $508.90M). CRWD leads profitability with a -0.6% profit margin vs -26.0%. MXL appears more attractively valued with a PEG of 0.39. CRWD earns a higher WallStSmart Score of 39/100 (F).
CRWD
Hold39
out of 100
Grade: F
MXL
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$181.80
$82.06 premium
Intrinsic value data unavailable for MXL.
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 25.6% year-over-year
Growing faster than its price suggests
Revenue surging 43.0% year-over-year
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 40.0x book value
ROE of -0.5% — below average capital efficiency
Trading at 11.3x book value
ROE of -29.1% — below average capital efficiency
Earnings declined 71.4%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : MXL
The strongest argument for MXL centers on PEG Ratio, Revenue Growth. Revenue growth of 43.0% demonstrates continued momentum. PEG of 0.39 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 : MXL
The primary concerns for MXL are Price/Book, Return on Equity, EPS Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while MXL is a hypergrowth play — different risk/reward profiles.
MXL carries more volatility with a beta of 3.93 — expect wider price swings.
MXL is growing revenue faster at 43.0% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (39/100 vs 38/100) and 25.6% 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.
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 →MaxLinear Inc
TECHNOLOGY · SEMICONDUCTORS · USA
MaxLinear, Inc. provides high-performance analog, radio frequency (RF) and mixed signal communications-on-chip (SoC) solutions for the connected home, wired and wireless infrastructure, and multi-market and industrial applications to world level. The company is headquartered in Carlsbad, California.
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