Crowdstrike Holdings Inc (CRWD)vsTeradata Corp (TDC)
CRWD
Crowdstrike Holdings Inc
$527.77
+4.36%
TECHNOLOGY · Cap: $128.72B
TDC
Teradata Corp
$31.59
+6.61%
TECHNOLOGY · Cap: $2.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 185% more annual revenue ($4.81B vs $1.69B). TDC leads profitability with a 24.9% profit margin vs -3.4%. CRWD appears more attractively valued with a PEG of 3.93. TDC earns a higher WallStSmart Score of 61/100 (C+).
CRWD
Hold40
out of 100
Grade: D
TDC
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-27.0%
Fair Value
$398.25
Current Price
$527.77
$129.52 premium
Margin of Safety
+0.9%
Fair Value
$38.23
Current Price
$31.59
$6.64 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
Attractively priced relative to earnings
Every $100 of equity generates 118 in profit
Earnings expanding 671.0% YoY
Keeps 25 of every $100 in revenue as profit
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 30.2x book value
Trading at 12.7x book value
Expensive relative to growth rate
Distress zone — elevated risk
Operating margin of -7.4%
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 : TDC
The strongest argument for TDC centers on P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 24.9% and operating margin at -7.4%.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : TDC
The primary concerns for TDC are Price/Book, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while TDC is a mature play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.06 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
TDC generates stronger free cash flow (390M), providing more financial flexibility.
Bottom Line
TDC scores higher overall (61/100 vs 40/100), backed by strong 24.9% margins. 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 →Teradata Corp
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Teradata Corporation is a provider of hybrid cloud analytics software. The company is headquartered in San Diego, California.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?