Crowdstrike Holdings Inc (CRWD)vsSTMicroelectronics NV ADR (STM)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
STM
STMicroelectronics NV ADR
$55.14
+4.69%
TECHNOLOGY · Cap: $46.81B
Smart Verdict
WallStSmart Research — data-driven comparison
STMicroelectronics NV ADR generates 157% more annual revenue ($12.38B vs $4.81B). STM leads profitability with a 1.2% profit margin vs -3.4%. STM appears more attractively valued with a PEG of 0.52. STM earns a higher WallStSmart Score of 45/100 (D+).
CRWD
Hold40
out of 100
Grade: D
STM
Hold45
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
-32.3%
Fair Value
$26.42
Current Price
$55.14
$28.72 premium
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
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 23.0% year-over-year
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
ROE of 0.9% — below average capital efficiency
1.2% margin — thin
Operating margin of 4.4%
Weak financial health signals
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 : STM
The strongest argument for STM centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 23.0% demonstrates continued momentum. PEG of 0.52 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 : STM
The primary concerns for STM are Return on Equity, Profit Margin, Operating Margin. A P/E of 329.2x leaves little room for execution misses. Thin 1.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
STM carries more volatility with a beta of 1.22 — 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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
STM scores higher overall (45/100 vs 40/100) and 23.0% 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 →STMicroelectronics NV ADR
TECHNOLOGY · SEMICONDUCTORS · USA
STMicroelectronics NV designs, develops, manufactures and markets semiconductor products in Europe, the Middle East, Africa, the Americas and Asia Pacific. The company is headquartered in Geneva, Switzerland.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?