Crowdstrike Holdings Inc (CRWD)vsTeradata Corp (TDC)
CRWD
Crowdstrike Holdings Inc
$217.20
-0.14%
TECHNOLOGY · Cap: $256.42B
TDC
Teradata Corp
$31.81
-2.78%
TECHNOLOGY · Cap: $3.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 219% more annual revenue ($5.40B vs $1.69B). TDC leads profitability with a 27.1% profit margin vs 0.8%. TDC appears more attractively valued with a PEG of 3.35. TDC earns a higher WallStSmart Score of 63/100 (C+).
CRWD
Hold43
out of 100
Grade: D
TDC
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-45.0%
Fair Value
$26.13
Current Price
$31.81
$5.68 premium
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
Attractively priced relative to earnings
Every $100 of equity generates 76 in profit
Earnings expanding 433.3% YoY
Keeps 27 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
0.5% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
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 : TDC
The strongest argument for TDC centers on P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 27.1% and operating margin at 11.9%.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 4173.8x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : TDC
The primary concerns for TDC are Revenue Growth, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while TDC is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.20 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
TDC scores higher overall (63/100 vs 43/100), backed by strong 27.1% 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
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