Crowdstrike Holdings Inc (CRWD)vsSuper Micro Computer Inc (SMCI)
CRWD
Crowdstrike Holdings Inc
$241.36
+1.80%
TECHNOLOGY · Cap: $211.69B
SMCI
Super Micro Computer Inc
$40.35
+9.50%
TECHNOLOGY · Cap: $26.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Super Micro Computer Inc generates 624% more annual revenue ($39.06B vs $5.40B). SMCI leads profitability with a 5.7% profit margin vs 0.8%. SMCI appears more attractively valued with a PEG of 0.91. SMCI earns a higher WallStSmart Score of 80/100 (B+).
CRWD
Hold43
out of 100
Grade: D
SMCI
Strong Buy80
out of 100
Grade: B+
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
Revenue surging 93.2% year-over-year
Earnings expanding 434.7% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
5.7% margin — thin
Weak financial health signals
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 : SMCI
The strongest argument for SMCI centers on Revenue Growth, EPS Growth, Altman Z-Score. Revenue growth of 93.2% demonstrates continued momentum. PEG of 0.91 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 : SMCI
The primary concerns for SMCI are Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while SMCI is a hypergrowth play — different risk/reward profiles.
SMCI carries more volatility with a beta of 2.00 — expect wider price swings.
SMCI is growing revenue faster at 93.2% — sustainability is the question.
SMCI generates stronger free cash flow (719M), providing more financial flexibility.
Bottom Line
SMCI scores higher overall (80/100 vs 43/100) and 93.2% 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 →Super Micro Computer Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Super Micro Computer, Inc. develops and manufactures high-performance server and storage solutions based on an open, modular architecture. The company is headquartered in San Jose, California.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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