Crowdstrike Holdings Inc (CRWD)vsNXP Semiconductors NV (NXPI)
CRWD
Crowdstrike Holdings Inc
$206.74
+13.85%
TECHNOLOGY · Cap: $211.69B
NXPI
NXP Semiconductors NV
$224.23
-5.24%
TECHNOLOGY · Cap: $59.67B
Smart Verdict
WallStSmart Research — data-driven comparison
NXP Semiconductors NV generates 144% more annual revenue ($13.19B vs $5.40B). NXPI leads profitability with a 22.6% profit margin vs 0.8%. NXPI appears more attractively valued with a PEG of 0.45. NXPI earns a higher WallStSmart Score of 78/100 (B+).
CRWD
Hold43
out of 100
Grade: D
NXPI
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-44.2%
Fair Value
$164.12
Current Price
$224.23
$60.11 premium
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
Growing faster than its price suggests
Strong operational efficiency at 30.4%
Earnings expanding 72.6% YoY
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Keeps 23 of every $100 in revenue as profit
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Weak financial health signals
Distress zone — elevated risk
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 : NXPI
The strongest argument for NXPI centers on PEG Ratio, Operating Margin, EPS Growth. Profitability is solid with margins at 22.6% and operating margin at 30.4%. Revenue growth of 19.5% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : NXPI
The primary concerns for NXPI are Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
NXPI carries more volatility with a beta of 1.82 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
NXPI generates stronger free cash flow (781M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NXPI scores higher overall (78/100 vs 43/100), backed by strong 22.6% margins and 19.5% 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.
Visit Website →NXP Semiconductors NV
TECHNOLOGY · SEMICONDUCTORS · USA
NXP Semiconductors N.V. is a Dutch semiconductor manufacturer with headquarters in Eindhoven, Netherlands.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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