Crowdstrike Holdings Inc (CRWD)vsSkyworks Solutions Inc (SWKS)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
SWKS
Skyworks Solutions Inc
$70.17
+11.99%
TECHNOLOGY · Cap: $9.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 19% more annual revenue ($4.81B vs $4.05B). SWKS leads profitability with a 9.7% profit margin vs -3.4%. SWKS appears more attractively valued with a PEG of 1.74. SWKS earns a higher WallStSmart Score of 47/100 (D+).
CRWD
Hold40
out of 100
Grade: D
SWKS
Hold47
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
+28.0%
Fair Value
$88.40
Current Price
$70.17
$18.23 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 23.3% year-over-year
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
Expensive relative to growth rate
ROE of 6.5% — below average capital efficiency
Revenue declined 3.1%
Earnings declined 47.0%
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 : SWKS
The strongest argument for SWKS centers on Altman Z-Score, Price/Book.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : SWKS
The primary concerns for SWKS are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while SWKS is a value play — different risk/reward profiles.
SWKS carries more volatility with a beta of 1.30 — 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.
Bottom Line
SWKS scores higher overall (47/100 vs 40/100). 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 →Skyworks Solutions Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Skyworks Solutions, Inc. is an American semiconductor company headquartered in Irvine, California, United States. Skyworks manufactures semiconductors for use in Radio Frequency (RF) and mobile communications systems.
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