Crowdstrike Holdings Inc (CRWD)vsQuantum Corporation (QMCO)
CRWD
Crowdstrike Holdings Inc
$187.18
-5.66%
TECHNOLOGY · Cap: $190.60B
QMCO
Quantum Corporation
$10.02
-3.65%
TECHNOLOGY · Cap: $400.05M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1722% more annual revenue ($5.09B vs $279.58M). CRWD leads profitability with a -0.6% profit margin vs -36.1%. QMCO appears more attractively valued with a PEG of 0.77. QMCO earns a higher WallStSmart Score of 49/100 (D+).
CRWD
Hold39
out of 100
Grade: F
QMCO
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-88.7%
Fair Value
$99.21
Current Price
$187.18
$87.97 premium
Intrinsic value data unavailable for QMCO.
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
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 27.3% year-over-year
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 41.1x book value
ROE of -0.5% — below average capital efficiency
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
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 : QMCO
The strongest argument for QMCO centers on Debt/Equity, PEG Ratio, Revenue Growth. Revenue growth of 27.3% demonstrates continued momentum. PEG of 0.77 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 : QMCO
The primary concerns for QMCO are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
QMCO carries more volatility with a beta of 2.96 — expect wider price swings.
QMCO is growing revenue faster at 27.3% — 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
QMCO scores higher overall (49/100 vs 39/100) and 27.3% 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 →Quantum Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Quantum Corporation offers products for storing and managing digital video and unstructured data in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in San Jose, California.
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