Crowdstrike Holdings Inc (CRWD)vsMotorola Solutions Inc (MSI)
CRWD
Crowdstrike Holdings Inc
$187.18
-5.66%
TECHNOLOGY · Cap: $190.60B
MSI
Motorola Solutions Inc
$422.88
+1.36%
TECHNOLOGY · Cap: $69.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Motorola Solutions Inc generates 133% more annual revenue ($11.87B vs $5.09B). MSI leads profitability with a 17.6% profit margin vs -0.6%. MSI appears more attractively valued with a PEG of 2.27. MSI earns a higher WallStSmart Score of 54/100 (C-).
CRWD
Hold39
out of 100
Grade: F
MSI
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-88.7%
Fair Value
$99.21
Current Price
$187.18
$87.97 premium
Intrinsic value data unavailable for MSI.
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 25.6% year-over-year
Every $100 of equity generates 82 in profit
Large-cap with strong market position
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 41.1x book value
ROE of -0.5% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 27.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : MSI
The strongest argument for MSI centers on Return on Equity, Market Cap. Profitability is solid with margins at 17.6% and operating margin at 19.8%.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : MSI
The primary concerns for MSI are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 3.77 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRWD profiles as a growth stock while MSI is a mature play — different risk/reward profiles.
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.
Bottom Line
MSI scores higher overall (54/100 vs 39/100), backed by strong 17.6% margins. 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 →Motorola Solutions Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Motorola Solutions, Inc., is an American data communications and telecommunications equipment provider that succeeded Motorola, Inc., following the spinoff of the mobile phone division into Motorola Mobility in 2011. The company is headquartered in Chicago, Illinois.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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