Crowdstrike Holdings Inc (CRWD)vsSouthern Copper Corporation (SCCO)
CRWD
Crowdstrike Holdings Inc
$527.77
+4.36%
TECHNOLOGY · Cap: $128.72B
SCCO
Southern Copper Corporation
$185.29
+3.20%
BASIC MATERIALS · Cap: $148.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Copper Corporation generates 202% more annual revenue ($14.55B vs $4.81B). SCCO leads profitability with a 34.1% profit margin vs -3.4%. CRWD appears more attractively valued with a PEG of 3.93. SCCO earns a higher WallStSmart Score of 65/100 (B-).
CRWD
Hold40
out of 100
Grade: D
SCCO
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-27.0%
Fair Value
$398.25
Current Price
$527.77
$129.52 premium
Intrinsic value data unavailable for SCCO.
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
Every $100 of equity generates 46 in profit
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 58.3%
Revenue surging 36.2% year-over-year
Earnings expanding 66.7% YoY
Large-cap with strong market position
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 30.2x book value
Premium valuation, high expectations priced in
Trading at 13.0x book value
Expensive relative to growth rate
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 : SCCO
The strongest argument for SCCO centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 34.1% and operating margin at 58.3%. Revenue growth of 36.2% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : SCCO
The primary concerns for SCCO are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
SCCO carries more volatility with a beta of 1.08 — expect wider price swings.
SCCO is growing revenue faster at 36.2% — sustainability is the question.
SCCO generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SCCO scores higher overall (65/100 vs 40/100), backed by strong 34.1% margins and 36.2% revenue growth. Both earn "Strong 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 →Southern Copper Corporation
BASIC MATERIALS · COPPER · USA
Southern Copper Corporation is engaged in the extraction, exploration, smelting and refining of copper and other minerals in Peru, Mexico, Argentina, Ecuador and Chile.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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