Bristol-Myers Squibb Company (BMY)vsCrowdstrike Holdings Inc (CRWD)
BMY
Bristol-Myers Squibb Company
$56.16
-0.16%
HEALTHCARE · Cap: $114.68B
CRWD
Crowdstrike Holdings Inc
$527.77
+4.36%
TECHNOLOGY · Cap: $128.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Bristol-Myers Squibb Company generates 908% more annual revenue ($48.48B vs $4.81B). BMY leads profitability with a 15.0% profit margin vs -3.4%. CRWD appears more attractively valued with a PEG of 3.93. BMY earns a higher WallStSmart Score of 60/100 (C+).
BMY
Buy60
out of 100
Grade: C+
CRWD
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.0%
Fair Value
$88.08
Current Price
$56.16
$31.92 discount
Margin of Safety
-27.0%
Fair Value
$398.25
Current Price
$527.77
$129.52 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 39 in profit
Strong operational efficiency at 33.0%
Large-cap with strong market position
Attractively priced relative to earnings
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
2.6% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 30.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BMY
The strongest argument for BMY centers on Return on Equity, Operating Margin, Market Cap.
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 : BMY
The primary concerns for BMY are Revenue Growth, PEG Ratio, Altman Z-Score. Debt-to-equity of 2.55 is elevated, increasing financial risk.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
BMY profiles as a value stock while CRWD is a growth play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.06 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
BMY generates stronger free cash flow (757M), providing more financial flexibility.
Bottom Line
BMY scores higher overall (60/100 vs 40/100). 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.
Bristol-Myers Squibb Company
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Bristol Myers Squibb (BMS) is an American multinational pharmaceutical company, headquartered in New York City. Bristol Myers Squibb manufactures prescription pharmaceuticals and biologics in several therapeutic areas, including cancer, AIDS, cardiovascular disease, diabetes, hepatitis, rheumatoid arthritis and psychiatric disorders.
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 DRUG MANUFACTURERS - GENERAL Stocks
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