Arqit Quantum Inc. (ARQQ)vsCrowdstrike Holdings Inc (CRWD)
ARQQ
Arqit Quantum Inc.
$16.29
-18.75%
TECHNOLOGY · Cap: $348.92M
CRWD
Crowdstrike Holdings Inc
$206.74
+13.85%
TECHNOLOGY · Cap: $211.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 496783% more annual revenue ($5.40B vs $1.09M). CRWD leads profitability with a 0.8% profit margin vs 0.0%. CRWD earns a higher WallStSmart Score of 43/100 (D).
ARQQ
Avoid30
out of 100
Grade: F
CRWD
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.7%
Fair Value
$49.07
Current Price
$16.29
$32.78 discount
Intrinsic value data unavailable for CRWD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 830.0% year-over-year
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Areas to Watch
Trading at 9.5x book value
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ARQQ
The strongest argument for ARQQ centers on Revenue Growth, Debt/Equity. Revenue growth of 830.0% demonstrates continued momentum.
Bull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bear Case : ARQQ
The primary concerns for ARQQ are Price/Book, EPS Growth, Market Cap.
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.
Key Dynamics to Monitor
ARQQ profiles as a hypergrowth stock while CRWD is a growth play — different risk/reward profiles.
ARQQ carries more volatility with a beta of 2.28 — expect wider price swings.
ARQQ is growing revenue faster at 830.0% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (43/100 vs 30/100) and 25.8% revenue growth. ARQQ offers better value entry with a 64.7% margin of safety. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Arqit Quantum Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Arqit Limited develops and offers a quantum key distribution network. The company is headquartered in London, United Kingdom.
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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