Crowdstrike Holdings Inc (CRWD)vsSynaptics Incorporated (SYNA)
CRWD
Crowdstrike Holdings Inc
$445.75
+2.22%
TECHNOLOGY · Cap: $114.73B
SYNA
Synaptics Incorporated
$96.50
+3.11%
TECHNOLOGY · Cap: $3.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 320% more annual revenue ($4.81B vs $1.14B). CRWD leads profitability with a -3.4% profit margin vs -5.4%. SYNA appears more attractively valued with a PEG of 0.51. SYNA earns a higher WallStSmart Score of 44/100 (D).
CRWD
Hold40
out of 100
Grade: D
SYNA
Hold44
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
-3.4%
Fair Value
$87.78
Current Price
$96.50
$8.72 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
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
Grey zone — moderate risk
ROE of -4.5% — below average capital efficiency
Earnings declined 83.6%
Currently unprofitable
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 : SYNA
The strongest argument for SYNA centers on PEG Ratio, Price/Book. Revenue growth of 13.2% demonstrates continued momentum. PEG of 0.51 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 : SYNA
The primary concerns for SYNA are Altman Z-Score, Return on Equity, EPS Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while SYNA is a turnaround play — different risk/reward profiles.
SYNA carries more volatility with a beta of 1.71 — 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
SYNA scores higher overall (44/100 vs 40/100) and 13.2% 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 →Synaptics Incorporated
TECHNOLOGY · SEMICONDUCTORS · USA
Synaptics Incorporated develops, markets and sells intuitive human interface solutions for electronic devices and products globally. The company is headquartered in San Jose, California.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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