Cellebrite DI (CLBT)vsCrowdstrike Holdings Inc (CRWD)
CLBT
Cellebrite DI
$14.57
-3.32%
TECHNOLOGY · Cap: $3.83B
CRWD
Crowdstrike Holdings Inc
$179.38
+3.26%
TECHNOLOGY · Cap: $191.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 926% more annual revenue ($5.09B vs $496.43M). CLBT leads profitability with a 14.5% profit margin vs -0.6%. CLBT earns a higher WallStSmart Score of 40/100 (F).
CLBT
Hold40
out of 100
Grade: F
CRWD
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.0%
Fair Value
$10.92
Current Price
$14.57
$3.65 premium
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$179.38
$79.64 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
19.3% revenue growth
Earnings expanding 533.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 25.6% year-over-year
Areas to Watch
Distress zone — elevated risk
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 42.9%
Weak financial health signals
Expensive relative to growth rate
Trading at 39.4x book value
ROE of -0.5% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CLBT
The strongest argument for CLBT centers on Debt/Equity, Revenue Growth. Revenue growth of 19.3% demonstrates continued momentum.
Bull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bear Case : CLBT
The primary concerns for CLBT are Altman Z-Score, Piotroski F-Score, P/E Ratio. A P/E of 54.9x leaves little room for execution misses.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.24 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CLBT scores higher overall (40/100 vs 39/100) and 19.3% 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.
Cellebrite DI
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Cellebrite DI Ltd. provides digital intelligence solutions for the public and private sectors globally. The company is headquartered in Petah Tikva, Israel.
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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