Crowdstrike Holdings Inc (CRWD)vsTexas Instruments Incorporated (TXN)
CRWD
Crowdstrike Holdings Inc
$250.43
-4.10%
TECHNOLOGY · Cap: $256.42B
TXN
Texas Instruments Incorporated
$300.84
-3.38%
TECHNOLOGY · Cap: $275.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Texas Instruments Incorporated generates 285% more annual revenue ($20.77B vs $5.40B). TXN leads profitability with a 34.3% profit margin vs 0.8%. TXN appears more attractively valued with a PEG of 0.91. TXN earns a higher WallStSmart Score of 78/100 (B+).
CRWD
Hold43
out of 100
Grade: D
TXN
Strong Buy78
out of 100
Grade: B+
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
Mega-cap, among the largest globally
Every $100 of equity generates 37 in profit
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 47.5%
Earnings expanding 77.0% YoY
Safe zone — low bankruptcy risk
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 14.3x book value
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 : TXN
The strongest argument for TXN centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 34.3% and operating margin at 47.5%. Revenue growth of 27.7% demonstrates continued momentum.
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 : TXN
The primary concerns for TXN are P/E Ratio, Price/Book.
Key Dynamics to Monitor
TXN carries more volatility with a beta of 1.34 — expect wider price swings.
TXN is growing revenue faster at 27.7% — sustainability is the question.
TXN generates stronger free cash flow (3.0B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TXN scores higher overall (78/100 vs 43/100), backed by strong 34.3% margins and 27.7% revenue growth. Both earn "Strong 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 →Texas Instruments Incorporated
TECHNOLOGY · SEMICONDUCTORS · USA
Texas Instruments Incorporated (TI) is an American technology company headquartered in Dallas, Texas, that designs and manufactures semiconductors and various integrated circuits, which it sells to electronics designers and manufacturers globally. It is one of the top 10 semiconductor companies worldwide based on sales volume.
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