Crowdstrike Holdings Inc (CRWD)vsSensata Technologies Holding NV (ST)
CRWD
Crowdstrike Holdings Inc
$671.02
+0.28%
TECHNOLOGY · Cap: $176.39B
ST
Sensata Technologies Holding NV
$49.84
-5.32%
TECHNOLOGY · Cap: $7.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 37% more annual revenue ($5.09B vs $3.73B). ST leads profitability with a 1.3% profit margin vs -0.6%. ST appears more attractively valued with a PEG of 0.30. ST earns a higher WallStSmart Score of 59/100 (C).
CRWD
Hold39
out of 100
Grade: F
ST
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-71.9%
Fair Value
$395.29
Current Price
$671.02
$275.73 premium
Margin of Safety
+18.8%
Fair Value
$45.81
Current Price
$49.84
$4.03 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 25.6% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 25.5% YoY
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 36.9x book value
ROE of -0.1% — below average capital efficiency
2.6% revenue growth
Grey zone — moderate risk
ROE of 1.7% — below average capital efficiency
1.3% margin — thin
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 : ST
The strongest argument for ST centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.30 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 : ST
The primary concerns for ST are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 152.7x leaves little room for execution misses. Thin 1.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while ST is a value play — different risk/reward profiles.
ST carries more volatility with a beta of 1.26 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
ST scores higher overall (59/100 vs 39/100). 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 →Sensata Technologies Holding NV
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Sensata Technologies Holding plc, develops, manufactures and sells sensors, sensor-based solutions, controls and other products in America, Europe, Asia and internationally. The company is headquartered in Attleboro, Massachusetts.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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