Crowdstrike Holdings Inc (CRWD)vsTrimble Inc (TRMB)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
TRMB
Trimble Inc
$57.66
+1.44%
TECHNOLOGY · Cap: $13.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 43% more annual revenue ($5.40B vs $3.78B). CRWD leads profitability with a 0.8% profit margin vs -2.8%. TRMB appears more attractively valued with a PEG of 1.40. TRMB earns a higher WallStSmart Score of 59/100 (C).
CRWD
Hold43
out of 100
Grade: D
TRMB
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+10.8%
Fair Value
$73.01
Current Price
$57.66
$15.35 discount
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
Earnings expanding 55.6% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Weak financial health signals
ROE of -2.0% — below average capital efficiency
Currently unprofitable
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 : TRMB
The strongest argument for TRMB centers on EPS Growth, Debt/Equity, Price/Book. Revenue growth of 11.0% demonstrates continued momentum. PEG of 1.40 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 : TRMB
The primary concerns for TRMB are Piotroski F-Score, Return on Equity, Profit Margin.
Key Dynamics to Monitor
CRWD profiles as a growth stock while TRMB is a turnaround play — different risk/reward profiles.
TRMB carries more volatility with a beta of 1.36 — 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
TRMB scores higher overall (59/100 vs 43/100) and 11.0% revenue growth. 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 →Trimble Inc
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Trimble Inc. is a Sunnyvale, California-based hardware, software and services technology company. Trimble services global industries in Agriculture, Building & Construction, Geospatial, Natural Resources and Utilities, Governments, Transportation and others. Trimble also does hardware development of Global Navigation Satellite System (GNSS) receivers, scanners, laser rangefinders, unmanned aerial vehicles (UAVs), inertial navigation systems and software processing tools.
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