BlackBerry Ltd (BB)vsCrowdstrike Holdings Inc (CRWD)
BB
BlackBerry Ltd
$9.40
-1.57%
TECHNOLOGY · Cap: $4.73B
CRWD
Crowdstrike Holdings Inc
$266.66
-2.07%
TECHNOLOGY · Cap: $232.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 779% more annual revenue ($5.40B vs $614.00M). BB leads profitability with a 13.1% profit margin vs 0.8%. BB appears more attractively valued with a PEG of 1.47. BB earns a higher WallStSmart Score of 64/100 (C+).
BB
Buy64
out of 100
Grade: C+
CRWD
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.7%
Fair Value
$4.83
Current Price
$9.40
$4.57 discount
Intrinsic value data unavailable for CRWD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 150.0% YoY
Conservative balance sheet, low leverage
Strong operational efficiency at 22.7%
Revenue surging 26.0% year-over-year
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
ROE of 7.2% — below average capital efficiency
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : BB
The strongest argument for BB centers on EPS Growth, Debt/Equity, Operating Margin. Revenue growth of 26.0% demonstrates continued momentum. PEG of 1.47 suggests the stock is reasonably priced for its growth.
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 : BB
The primary concerns for BB are Return on Equity, P/E Ratio, Altman Z-Score. A P/E of 62.0x leaves little room for execution misses.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 3789.8x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
BB carries more volatility with a beta of 1.30 — expect wider price swings.
BB is growing revenue faster at 26.0% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BB scores higher overall (64/100 vs 43/100) and 26.0% 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.
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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