Backblaze Inc (BLZE)vsCrowdstrike Holdings Inc (CRWD)
BLZE
Backblaze Inc
$7.76
-7.40%
TECHNOLOGY · Cap: $534.13M
CRWD
Crowdstrike Holdings Inc
$671.02
+1.48%
TECHNOLOGY · Cap: $195.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 3110% more annual revenue ($4.81B vs $149.89M). CRWD leads profitability with a -3.4% profit margin vs -15.0%. CRWD earns a higher WallStSmart Score of 40/100 (D).
BLZE
Avoid26
out of 100
Grade: F
CRWD
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BLZE.
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
No standout strengths identified
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
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -26.5% — below average capital efficiency
Distress zone — elevated risk
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 : BLZE
Revenue growth of 11.7% 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 : BLZE
The primary concerns for BLZE are EPS Growth, Market Cap, Return on Equity.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
BLZE profiles as a turnaround stock while CRWD is a growth play — different risk/reward profiles.
BLZE carries more volatility with a beta of 1.41 — 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
CRWD scores higher overall (40/100 vs 26/100) and 23.3% 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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