Crowdstrike Holdings Inc (CRWD)vsUnited Microelectronics (UMC)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
UMC
United Microelectronics
$22.64
+2.35%
TECHNOLOGY · Cap: $56.78B
Smart Verdict
WallStSmart Research — data-driven comparison
United Microelectronics generates 4546% more annual revenue ($250.71B vs $5.40B). UMC leads profitability with a 33.3% profit margin vs 0.8%. UMC appears more attractively valued with a PEG of 1.15. UMC earns a higher WallStSmart Score of 77/100 (B+).
CRWD
Hold43
out of 100
Grade: D
UMC
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+11.2%
Fair Value
$25.50
Current Price
$22.64
$2.86 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
Keeps 33 of every $100 in revenue as profit
Earnings expanding 374.6% YoY
Generating 24.2B in free cash flow
Large-cap with strong market position
Conservative balance sheet, low leverage
Strong operational efficiency at 21.7%
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
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 : UMC
The strongest argument for UMC centers on Profit Margin, EPS Growth, Free Cash Flow. Profitability is solid with margins at 33.3% and operating margin at 21.7%. Revenue growth of 17.0% demonstrates continued momentum.
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 : UMC
The primary concerns for UMC are Piotroski F-Score.
Key Dynamics to Monitor
UMC carries more volatility with a beta of 1.70 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
UMC generates stronger free cash flow (24.2B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UMC scores higher overall (77/100 vs 43/100), backed by strong 33.3% margins and 17.0% 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 →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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