Crowdstrike Holdings Inc (CRWD)vsD-Wave Quantum Inc. (QBTS)
CRWD
Crowdstrike Holdings Inc
$423.95
+1.37%
TECHNOLOGY · Cap: $106.06B
QBTS
D-Wave Quantum Inc.
$21.69
+0.79%
TECHNOLOGY · Cap: $8.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 19471% more annual revenue ($4.81B vs $24.59M). QBTS leads profitability with a 0.0% profit margin vs -3.4%. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
QBTS
Avoid25
out of 100
Grade: F
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 23.3% year-over-year
Conservative balance sheet, low leverage
19.2% revenue growth
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 24.3x book value
Trading at 9.1x book value
0.0% earnings growth
0.0% margin — thin
ROE of -77.6% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : QBTS
The strongest argument for QBTS centers on Debt/Equity, Revenue Growth. Revenue growth of 19.2% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : QBTS
The primary concerns for QBTS are Price/Book, EPS Growth, Profit Margin.
Key Dynamics to Monitor
QBTS carries more volatility with a beta of 1.77 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRWD scores higher overall (40/100 vs 25/100) and 23.3% revenue growth. Both earn "Hold" and "Avoid" 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 →D-Wave Quantum Inc.
TECHNOLOGY · COMPUTER HARDWARE · USA
D-Wave Quantum Inc. develops and offers quantum computing systems, software and services worldwide. The company is headquartered in Burnaby, Canada.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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