BlackBerry Ltd (BB)vsCrowdstrike Holdings Inc (CRWD)
BB
BlackBerry Ltd
$9.41
-8.99%
TECHNOLOGY · Cap: $5.39B
CRWD
Crowdstrike Holdings Inc
$671.02
+1.48%
TECHNOLOGY · Cap: $195.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 776% more annual revenue ($4.81B vs $549.10M). BB leads profitability with a 9.7% profit margin vs -3.4%. BB appears more attractively valued with a PEG of 1.69. BB earns a higher WallStSmart Score of 42/100 (D).
BB
Hold42
out of 100
Grade: D
CRWD
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+16.1%
Fair Value
$4.16
Current Price
$9.41
$5.25 discount
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Earnings expanding 533.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 23.3% year-over-year
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
ROE of 7.2% — below average capital efficiency
Premium valuation, high expectations priced in
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BB
The strongest argument for BB centers on Debt/Equity. Revenue growth of 10.1% demonstrates continued momentum.
Bull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 23.3% demonstrates continued momentum.
Bear Case : BB
The primary concerns for BB are PEG Ratio, EPS Growth, Return on Equity. A P/E of 102.1x 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
BB profiles as a value stock while CRWD is a growth play — different risk/reward profiles.
BB carries more volatility with a beta of 1.55 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
BB scores higher overall (42/100 vs 40/100) and 10.1% 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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