Crowdstrike Holdings Inc (CRWD)vsUnited Microelectronics (UMC)
CRWD
Crowdstrike Holdings Inc
$671.02
+1.48%
TECHNOLOGY · Cap: $195.73B
UMC
United Microelectronics
$19.70
+6.66%
TECHNOLOGY · Cap: $56.36B
Smart Verdict
WallStSmart Research — data-driven comparison
United Microelectronics generates 4903% more annual revenue ($240.73B vs $4.81B). UMC leads profitability with a 20.8% profit margin vs -3.4%. UMC appears more attractively valued with a PEG of 1.71. UMC earns a higher WallStSmart Score of 67/100 (B-).
CRWD
Hold40
out of 100
Grade: D
UMC
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Margin of Safety
+23.4%
Fair Value
$24.68
Current Price
$19.70
$4.98 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
Earnings expanding 108.1% YoY
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Generating 8.8B in free cash flow
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
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 : UMC
The strongest argument for UMC centers on EPS Growth, Market Cap, Profit Margin. Profitability is solid with margins at 20.8% and operating margin at 18.5%.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : UMC
The primary concerns for UMC are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while UMC is a mature play — different risk/reward profiles.
UMC carries more volatility with a beta of 1.19 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
UMC generates stronger free cash flow (8.8B), providing more financial flexibility.
Bottom Line
UMC scores higher overall (67/100 vs 40/100), backed by strong 20.8% margins. 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 →United Microelectronics
TECHNOLOGY · SEMICONDUCTORS · USA
United Microelectronics Corporation is a semiconductor wafer foundry in Taiwan, Singapore, China, Hong Kong, Japan, the United States, Europe, and internationally. The company is headquartered in Hsinchu City, Taiwan.
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