Crowdstrike Holdings Inc (CRWD)vsWestern Digital Corporation (WDC)
CRWD
Crowdstrike Holdings Inc
$237.65
-3.28%
TECHNOLOGY · Cap: $211.69B
WDC
Western Digital Corporation
$441.36
+4.13%
TECHNOLOGY · Cap: $161.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Western Digital Corporation generates 139% more annual revenue ($12.92B vs $5.40B). WDC leads profitability with a 73.0% profit margin vs 0.8%. WDC appears more attractively valued with a PEG of 0.88. WDC earns a higher WallStSmart Score of 79/100 (B+).
CRWD
Hold43
out of 100
Grade: D
WDC
Strong Buy79
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
Every $100 of equity generates 106 in profit
Keeps 73 of every $100 in revenue as profit
Strong operational efficiency at 43.6%
Revenue surging 43.8% year-over-year
Earnings expanding 984.0% 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
Trading at 21.1x 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 : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 73.0% and operating margin at 43.6%. Revenue growth of 43.8% 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 : WDC
The primary concerns for WDC are Price/Book.
Key Dynamics to Monitor
WDC carries more volatility with a beta of 2.18 — expect wider price swings.
WDC is growing revenue faster at 43.8% — sustainability is the question.
WDC generates stronger free cash flow (991M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WDC scores higher overall (79/100 vs 43/100), backed by strong 73.0% margins and 43.8% 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 →Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
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