Bristol-Myers Squibb Company (BMY)vsCrowdstrike Holdings Inc (CRWD)
BMY
Bristol-Myers Squibb Company
$58.94
+2.70%
HEALTHCARE · Cap: $120.03B
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Bristol-Myers Squibb Company generates 902% more annual revenue ($48.19B vs $4.81B). BMY leads profitability with a 14.6% profit margin vs -3.4%. BMY appears more attractively valued with a PEG of 2.26. BMY earns a higher WallStSmart Score of 64/100 (C+).
BMY
Buy64
out of 100
Grade: C+
CRWD
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.0%
Fair Value
$161.93
Current Price
$58.94
$102.99 discount
Intrinsic value data unavailable for CRWD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Strong operational efficiency at 28.2%
Generating 1.6B in free cash flow
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Areas to Watch
Expensive relative to growth rate
1.3% revenue growth
Distress zone — elevated risk
Elevated debt levels
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BMY
The strongest argument for BMY centers on Return on Equity, Market Cap, P/E Ratio.
Bull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bear Case : BMY
The primary concerns for BMY are PEG Ratio, Revenue Growth, 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 1.12 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
BMY generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
BMY scores higher overall (64/100 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.
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