Calix Inc (CALX)vsCrowdstrike Holdings Inc (CRWD)
CALX
Calix Inc
$52.76
-1.05%
TECHNOLOGY · Cap: $3.53B
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 381% more annual revenue ($4.81B vs $1.00B). CALX leads profitability with a 1.8% profit margin vs -3.4%. CALX appears more attractively valued with a PEG of 3.26. CALX earns a higher WallStSmart Score of 41/100 (D).
CALX
Hold41
out of 100
Grade: D
CRWD
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2876.8%
Fair Value
$1.77
Current Price
$52.76
$50.99 premium
Intrinsic value data unavailable for CRWD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 32.2% year-over-year
Safe zone — low bankruptcy risk
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Areas to Watch
ROE of 2.2% — below average capital efficiency
1.8% margin — thin
Operating margin of 3.4%
Expensive relative to growth rate
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 : CALX
The strongest argument for CALX centers on Revenue Growth, Altman Z-Score. Revenue growth of 32.2% demonstrates continued momentum.
Bull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bear Case : CALX
The primary concerns for CALX are Return on Equity, Profit Margin, Operating Margin. A P/E of 205.1x leaves little room for execution misses. Thin 1.8% margins leave little buffer for downturns.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
CALX profiles as a hypergrowth stock while CRWD is a growth play — different risk/reward profiles.
CALX carries more volatility with a beta of 1.55 — expect wider price swings.
CALX is growing revenue faster at 32.2% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
CALX scores higher overall (41/100 vs 40/100) and 32.2% revenue growth. Both earn "Hold" 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.
Calix Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Calix, Inc. provides cloud and software platforms and systems and services in the United States, the Middle East, Canada, Europe, the Caribbean, and internationally. The company is headquartered in San Jose, California.
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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