Crowdstrike Holdings Inc (CRWD)vsZebra Technologies Corporation (ZBRA)
CRWD
Crowdstrike Holdings Inc
$671.02
+0.28%
TECHNOLOGY · Cap: $176.39B
ZBRA
Zebra Technologies Corporation
$232.11
-5.45%
TECHNOLOGY · Cap: $10.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Zebra Technologies Corporation generates 10% more annual revenue ($5.58B vs $5.09B). ZBRA leads profitability with a 7.5% profit margin vs -0.6%. ZBRA appears more attractively valued with a PEG of 0.49. ZBRA earns a higher WallStSmart Score of 62/100 (C+).
CRWD
Hold39
out of 100
Grade: F
ZBRA
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-71.9%
Fair Value
$395.29
Current Price
$671.02
$275.73 premium
Margin of Safety
-17.7%
Fair Value
$214.58
Current Price
$232.11
$17.53 premium
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 25.6% year-over-year
Growing faster than its price suggests
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 36.9x book value
ROE of -0.1% — below average capital efficiency
Moderate valuation
3.8% earnings growth
7.5% margin — thin
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 25.6% demonstrates continued momentum.
Bull Case : ZBRA
The strongest argument for ZBRA centers on PEG Ratio. Revenue growth of 14.3% demonstrates continued momentum. PEG of 0.49 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : ZBRA
The primary concerns for ZBRA are P/E Ratio, EPS Growth, Profit Margin.
Key Dynamics to Monitor
CRWD profiles as a growth stock while ZBRA is a value play — different risk/reward profiles.
ZBRA carries more volatility with a beta of 1.63 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
ZBRA scores higher overall (62/100 vs 39/100) and 14.3% 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 →Zebra Technologies Corporation
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Zebra Technologies Corporation is an American company that manufactures and sells marking, tracking, and computer printing technologies. Its products include thermal barcode label and receipt printers, RFID smart label printers/encoders/fixed & handheld readers/antennas, and card and kiosk printers that are used for barcode labeling, personal identification, and specialty printing, principally in the manufacturing, supply chain, retail, healthcare, and government sectors.
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