Crowdstrike Holdings Inc (CRWD)vsGeneral Dynamics Corporation (GD)
CRWD
Crowdstrike Holdings Inc
$527.77
+4.36%
TECHNOLOGY · Cap: $128.72B
GD
General Dynamics Corporation
$346.53
-0.35%
INDUSTRIALS · Cap: $93.71B
Smart Verdict
WallStSmart Research — data-driven comparison
General Dynamics Corporation generates 1018% more annual revenue ($53.81B vs $4.81B). GD leads profitability with a 8.1% profit margin vs -3.4%. GD appears more attractively valued with a PEG of 2.58. GD earns a higher WallStSmart Score of 60/100 (C+).
CRWD
Hold40
out of 100
Grade: D
GD
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-27.0%
Fair Value
$398.25
Current Price
$527.77
$129.52 premium
Margin of Safety
-22.2%
Fair Value
$293.63
Current Price
$346.53
$52.90 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 533.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 23.3% year-over-year
Large-cap with strong market position
Generating 2.0B in free cash flow
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 30.2x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : GD
The strongest argument for GD centers on Market Cap, Free Cash Flow. Revenue growth of 10.3% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : GD
The primary concerns for GD are PEG Ratio.
Key Dynamics to Monitor
CRWD profiles as a growth stock while GD is a value 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.
GD generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
GD scores higher overall (60/100 vs 40/100) and 10.3% revenue growth. 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.
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 →General Dynamics Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Dynamics Corporation (GD) is an American aerospace and defense corporation. It is headquartered in Reston, Fairfax County, Virginia.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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