Crowdstrike Holdings Inc (CRWD)vsRogers Corporation (ROG)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
ROG
Rogers Corporation
$127.35
-1.60%
TECHNOLOGY · Cap: $2.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 493% more annual revenue ($4.81B vs $810.80M). CRWD leads profitability with a -3.4% profit margin vs -7.6%. ROG appears more attractively valued with a PEG of 0.53. ROG earns a higher WallStSmart Score of 44/100 (D).
CRWD
Hold40
out of 100
Grade: D
ROG
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Margin of Safety
+49.6%
Fair Value
$210.48
Current Price
$127.35
$83.13 discount
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
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
4.8% revenue growth
Weak financial health signals
ROE of -5.0% — below average capital efficiency
Earnings declined 17.4%
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 : ROG
The strongest argument for ROG centers on Debt/Equity, Altman Z-Score, PEG Ratio. PEG of 0.53 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : ROG
The primary concerns for ROG are Revenue Growth, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
CRWD profiles as a growth stock while ROG is a turnaround play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.07 — 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.
Bottom Line
ROG scores higher overall (44/100 vs 40/100). 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 →Rogers Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Rogers Corporation designs, develops, manufactures and sells engineering materials and components worldwide. The company is headquartered in Chandler, Arizona.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?