BlackBerry Ltd (BB)vsCrowdstrike Holdings Inc (CRWD)
BB
BlackBerry Ltd
$8.44
+8.07%
TECHNOLOGY · Cap: $5.24B
CRWD
Crowdstrike Holdings Inc
$179.38
+3.26%
TECHNOLOGY · Cap: $191.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 778% more annual revenue ($5.09B vs $580.30M). BB leads profitability with a 10.3% profit margin vs -0.6%. BB appears more attractively valued with a PEG of 2.21. BB earns a higher WallStSmart Score of 50/100 (D+).
BB
Hold50
out of 100
Grade: D+
CRWD
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+22.1%
Fair Value
$4.48
Current Price
$8.44
$3.96 discount
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$179.38
$79.64 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 216.3% YoY
Conservative balance sheet, low leverage
Revenue surging 25.6% year-over-year
Earnings expanding 533.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 25.6% year-over-year
Areas to Watch
Expensive relative to growth rate
ROE of 7.2% — below average capital efficiency
Premium valuation, high expectations priced in
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Trading at 39.4x book value
ROE of -0.5% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : BB
The strongest argument for BB centers on EPS Growth, Debt/Equity, Revenue Growth. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bear Case : BB
The primary concerns for BB are PEG Ratio, Return on Equity, P/E Ratio. A P/E of 89.3x leaves little room for execution misses.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Key Dynamics to Monitor
BB carries more volatility with a beta of 1.48 — 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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BB scores higher overall (50/100 vs 39/100) and 25.6% revenue growth. Both earn "Hold" 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.
BlackBerry Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
BlackBerry Limited provides intelligent security software and services to businesses and governments around the world. The company is headquartered in Waterloo, Canada.
Visit Website →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 →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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