Crowdstrike Holdings Inc (CRWD)vsQualcomm Incorporated (QCOM)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
QCOM
Qualcomm Incorporated
$181.97
+2.88%
TECHNOLOGY · Cap: $194.35B
Smart Verdict
WallStSmart Research — data-driven comparison
Qualcomm Incorporated generates 717% more annual revenue ($44.07B vs $5.40B). QCOM leads profitability with a 21.0% profit margin vs 0.8%. QCOM appears more attractively valued with a PEG of 0.79. QCOM earns a higher WallStSmart Score of 58/100 (C).
CRWD
Hold43
out of 100
Grade: D
QCOM
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+1.8%
Fair Value
$185.32
Current Price
$181.97
$3.35 discount
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
Every $100 of equity generates 33 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Revenue declined 4.0%
Earnings declined 23.0%
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 : QCOM
The strongest argument for QCOM centers on Return on Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 21.0% and operating margin at 18.5%. PEG of 0.79 suggests the stock is reasonably priced for its growth.
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 : QCOM
The primary concerns for QCOM are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while QCOM is a declining play — different risk/reward profiles.
QCOM carries more volatility with a beta of 1.68 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
QCOM generates stronger free cash flow (495M), providing more financial flexibility.
Bottom Line
QCOM scores higher overall (58/100 vs 43/100), backed by strong 21.0% margins. 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 →Qualcomm Incorporated
TECHNOLOGY · SEMICONDUCTORS · USA
Qualcomm is an American multinational corporation headquartered in San Diego, California, and incorporated in Delaware. It creates semiconductors, software, and services related to wireless technology. It owns patents critical to the 5G, 4G, CDMA2000, TD-SCDMA and WCDMA mobile communications standards.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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