Crowdstrike Holdings Inc (CRWD)vsTTM Technologies Inc (TTMI)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
TTMI
TTM Technologies Inc
$126.44
+3.35%
TECHNOLOGY · Cap: $13.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 60% more annual revenue ($5.40B vs $3.38B). TTMI leads profitability with a 7.0% profit margin vs 0.8%. TTMI appears more attractively valued with a PEG of 0.36. TTMI earns a higher WallStSmart Score of 65/100 (C+).
CRWD
Hold43
out of 100
Grade: D
TTMI
Buy65
out of 100
Grade: C+
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
Growing faster than its price suggests
Revenue surging 37.4% year-over-year
Earnings expanding 92.5% YoY
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
7.0% margin — thin
Premium valuation, high expectations priced in
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 : TTMI
The strongest argument for TTMI centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 37.4% demonstrates continued momentum. PEG of 0.36 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 : TTMI
The primary concerns for TTMI are Profit Margin, P/E Ratio. A P/E of 58.3x leaves little room for execution misses.
Key Dynamics to Monitor
CRWD profiles as a growth stock while TTMI is a hypergrowth play — different risk/reward profiles.
TTMI carries more volatility with a beta of 2.15 — expect wider price swings.
TTMI is growing revenue faster at 37.4% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
TTMI scores higher overall (65/100 vs 43/100) and 37.4% 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 →TTM Technologies Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TTM Technologies, Inc., manufactures and sells printed circuit boards (PCBs) worldwide. The company is headquartered in Santa Ana, California.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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