Crowdstrike Holdings Inc (CRWD)vsGE Vernova LLC (GEV)
CRWD
Crowdstrike Holdings Inc
$527.77
+4.36%
TECHNOLOGY · Cap: $128.72B
GEV
GE Vernova LLC
$1,040.15
-0.52%
INDUSTRIALS · Cap: $300.69B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 718% more annual revenue ($39.38B vs $4.81B). GEV leads profitability with a 23.8% profit margin vs -3.4%. GEV appears more attractively valued with a PEG of 1.86. GEV earns a higher WallStSmart Score of 67/100 (B-).
CRWD
Hold40
out of 100
Grade: D
GEV
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-27.0%
Fair Value
$398.25
Current Price
$527.77
$129.52 premium
Intrinsic value data unavailable for GEV.
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
Mega-cap, among the largest globally
Every $100 of equity generates 76 in profit
Earnings expanding 1816.0% YoY
Keeps 24 of every $100 in revenue as profit
16.3% revenue growth
Generating 4.8B 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
Premium valuation, high expectations priced in
Trading at 20.1x book value
Distress zone — elevated risk
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 : GEV
The strongest argument for GEV centers on Market Cap, Return on Equity, EPS Growth. Profitability is solid with margins at 23.8% and operating margin at 5.5%. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : GEV
The primary concerns for GEV are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
GEV carries more volatility with a beta of 1.31 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
GEV generates stronger free cash flow (4.8B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GEV scores higher overall (67/100 vs 40/100), backed by strong 23.8% margins and 16.3% revenue growth. Both earn "Strong 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 →GE Vernova LLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
GE Vernova LLC, an energy business company, generates electricity.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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