Crowdstrike Holdings Inc (CRWD)vsSTMicroelectronics NV ADR (STM)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
STM
STMicroelectronics NV ADR
$51.51
+1.52%
TECHNOLOGY · Cap: $45.26B
Smart Verdict
WallStSmart Research — data-driven comparison
STMicroelectronics NV ADR generates 143% more annual revenue ($13.10B vs $5.40B). STM leads profitability with a 3.6% profit margin vs 0.8%. STM appears more attractively valued with a PEG of 0.19. STM earns a higher WallStSmart Score of 48/100 (D+).
CRWD
Hold43
out of 100
Grade: D
STM
Hold48
out of 100
Grade: D+
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
Growing faster than its price suggests
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Revenue surging 26.1% year-over-year
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
ROE of 2.6% — below average capital efficiency
3.6% margin — thin
Earnings declined 33.3%
Negative free cash flow — burning cash
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 : STM
The strongest argument for STM centers on PEG Ratio, Altman Z-Score, Debt/Equity. Revenue growth of 26.1% demonstrates continued momentum. PEG of 0.19 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 : STM
The primary concerns for STM are Return on Equity, Profit Margin, EPS Growth. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
STM carries more volatility with a beta of 1.51 — expect wider price swings.
STM is growing revenue faster at 26.1% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
STM scores higher overall (48/100 vs 43/100) and 26.1% 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?