Crowdstrike Holdings Inc (CRWD)vsVicor Corporation (VICR)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
VICR
Vicor Corporation
$269.27
+4.90%
TECHNOLOGY · Cap: $11.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1028% more annual revenue ($4.81B vs $426.70M). VICR leads profitability with a 32.0% profit margin vs -3.4%. VICR earns a higher WallStSmart Score of 59/100 (C).
CRWD
Hold40
out of 100
Grade: D
VICR
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Intrinsic value data unavailable for VICR.
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
Keeps 32 of every $100 in revenue as profit
Earnings expanding 684.0% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 21 in profit
Revenue surging 20.2% year-over-year
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
Trading at 17.1x book value
Premium valuation, high expectations priced in
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 : VICR
The strongest argument for VICR centers on Profit Margin, EPS Growth, Altman Z-Score. Profitability is solid with margins at 32.0% and operating margin at 14.9%. Revenue growth of 20.2% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : VICR
The primary concerns for VICR are Price/Book, P/E Ratio. A P/E of 83.5x leaves little room for execution misses.
Key Dynamics to Monitor
VICR carries more volatility with a beta of 1.98 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VICR scores higher overall (59/100 vs 40/100), backed by strong 32.0% margins and 20.2% 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 →Vicor Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Vicor Corporation designs, develops, manufactures, and markets modular power components and power systems to convert electrical power in the United States, Europe, Asia Pacific, and internationally. The company is headquartered in Andover, Massachusetts.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?