Arm Holdings plc American Depositary Shares (ARM)vsCrowdstrike Holdings Inc (CRWD)
ARM
Arm Holdings plc American Depositary Shares
$157.07
+16.38%
TECHNOLOGY · Cap: $143.33B
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 3% more annual revenue ($4.81B vs $4.67B). ARM leads profitability with a 17.2% profit margin vs -3.4%. ARM appears more attractively valued with a PEG of 1.90. ARM earns a higher WallStSmart Score of 52/100 (C-).
ARM
Buy52
out of 100
Grade: C-
CRWD
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2323.2%
Fair Value
$5.17
Current Price
$157.07
$151.90 premium
Intrinsic value data unavailable for CRWD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Large-cap with strong market position
Revenue surging 26.3% year-over-year
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 21.4x book value
Earnings declined 12.3%
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ARM
The strongest argument for ARM centers on Altman Z-Score, Market Cap, Revenue Growth. Profitability is solid with margins at 17.2% and operating margin at 15.4%. Revenue growth of 26.3% demonstrates continued momentum.
Bull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bear Case : ARM
The primary concerns for ARM are PEG Ratio, P/E Ratio, Price/Book. A P/E of 177.6x leaves little room for execution misses.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
ARM carries more volatility with a beta of 4.13 — expect wider price swings.
ARM is growing revenue faster at 26.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ARM scores higher overall (52/100 vs 40/100), backed by strong 17.2% margins and 26.3% 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.
Arm Holdings plc American Depositary Shares
TECHNOLOGY · SEMICONDUCTORS · USA
Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers rely on to develop products.
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.
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