Crowdstrike Holdings Inc (CRWD)vsPlexus Corp (PLXS)
CRWD
Crowdstrike Holdings Inc
$179.38
+3.26%
TECHNOLOGY · Cap: $191.86B
PLXS
Plexus Corp
$241.99
+0.62%
TECHNOLOGY · Cap: $6.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 18% more annual revenue ($5.09B vs $4.31B). PLXS leads profitability with a 4.3% profit margin vs -0.6%. PLXS appears more attractively valued with a PEG of 2.09. PLXS earns a higher WallStSmart Score of 55/100 (C-).
CRWD
Hold39
out of 100
Grade: F
PLXS
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$179.38
$79.64 premium
Intrinsic value data unavailable for PLXS.
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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
18.7% revenue growth
Earnings expanding 29.1% YoY
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 39.4x book value
ROE of -0.5% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.3% margin — thin
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 : PLXS
The strongest argument for PLXS centers on Altman Z-Score, Debt/Equity, Revenue Growth. Revenue growth of 18.7% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : PLXS
The primary concerns for PLXS are PEG Ratio, P/E Ratio, Profit Margin. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.24 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLXS scores higher overall (55/100 vs 39/100) and 18.7% 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 →Plexus Corp
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Plexus Corp. The company is headquartered in Neenah, Wisconsin.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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