Cellebrite DI (CLBT)vsCrowdstrike Holdings Inc (CRWD)
CLBT
Cellebrite DI
$11.23
-0.84%
TECHNOLOGY · Cap: $2.87B
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 949% more annual revenue ($5.40B vs $514.29M). CLBT leads profitability with a 11.4% profit margin vs 0.8%. CLBT trades at a lower P/E of 49.7x. CRWD earns a higher WallStSmart Score of 43/100 (D).
CLBT
Hold38
out of 100
Grade: F
CRWD
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.4%
Fair Value
$11.16
Current Price
$11.23
$0.07 premium
Intrinsic value data unavailable for CRWD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
15.8% revenue growth
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Areas to Watch
Distress zone — elevated risk
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 67.9%
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CLBT
The strongest argument for CLBT centers on Debt/Equity, Revenue Growth. Revenue growth of 15.8% demonstrates continued momentum.
Bull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% 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 49.7x leaves little room for execution misses.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.25 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRWD scores higher overall (43/100 vs 38/100) and 25.8% 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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