Crowdstrike Holdings Inc (CRWD)vsVicor Corporation (VICR)
CRWD
Crowdstrike Holdings Inc
$206.74
+13.85%
TECHNOLOGY · Cap: $211.69B
VICR
Vicor Corporation
$197.91
+11.15%
TECHNOLOGY · Cap: $8.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1038% more annual revenue ($5.40B vs $474.01M). VICR leads profitability with a 30.6% profit margin vs 0.8%. VICR trades at a lower P/E of 60.6x. VICR earns a higher WallStSmart Score of 59/100 (C).
CRWD
Hold43
out of 100
Grade: D
VICR
Buy59
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
Keeps 31 of every $100 in revenue as profit
Revenue surging 49.3% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 24.3%
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Trading at 10.9x book value
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 : VICR
The strongest argument for VICR centers on Profit Margin, Revenue Growth, Debt/Equity. Profitability is solid with margins at 30.6% and operating margin at 24.3%. Revenue growth of 49.3% 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 : VICR
The primary concerns for VICR are Price/Book, P/E Ratio. A P/E of 60.6x leaves little room for execution misses.
Key Dynamics to Monitor
VICR carries more volatility with a beta of 2.36 — expect wider price swings.
VICR is growing revenue faster at 49.3% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VICR scores higher overall (59/100 vs 43/100), backed by strong 30.6% margins and 49.3% 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.
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