Backblaze Inc (BLZE)vsCrowdstrike Holdings Inc (CRWD)
BLZE
Backblaze Inc
$13.19
-2.33%
TECHNOLOGY · Cap: $835.96M
CRWD
Crowdstrike Holdings Inc
$252.13
-2.90%
TECHNOLOGY · Cap: $268.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 3352% more annual revenue ($5.40B vs $156.30M). CRWD leads profitability with a 0.8% profit margin vs -13.1%. CRWD earns a higher WallStSmart Score of 43/100 (D).
BLZE
Avoid25
out of 100
Grade: F
CRWD
Hold43
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
17.7% revenue growth
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 9.2x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -23.1% — below average capital efficiency
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 : BLZE
The strongest argument for BLZE centers on Revenue Growth. Revenue growth of 17.7% 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 : BLZE
The primary concerns for BLZE 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 8749.7x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
BLZE carries more volatility with a beta of 1.56 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — 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
CRWD scores higher overall (43/100 vs 25/100) and 25.8% revenue growth. 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.
Backblaze Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Backblaze, Inc., a cloud storage platform, provides businesses and consumers with solutions to store, use, and protect data globally. The company is headquartered in San Mateo, California.
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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