Crowdstrike Holdings Inc (CRWD)vsMagnaChip Semiconductor (MX)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
MX
MagnaChip Semiconductor
$3.40
+2.41%
TECHNOLOGY · Cap: $189.86M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 2590% more annual revenue ($4.81B vs $178.86M). CRWD leads profitability with a -3.4% profit margin vs -16.6%. MX appears more attractively valued with a PEG of 1.13. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
MX
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Margin of Safety
+52.8%
Fair Value
$6.44
Current Price
$3.40
$3.04 discount
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
Reasonable price relative to book value
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
Smaller company, higher risk/reward
ROE of -5.4% — below average capital efficiency
Revenue declined 20.7%
Earnings declined 94.6%
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 : MX
The strongest argument for MX centers on Price/Book. PEG of 1.13 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : MX
The primary concerns for MX are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while MX is a turnaround play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.07 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (40/100 vs 39/100) and 23.3% revenue growth. MX offers better value entry with a 52.8% margin of safety. 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.
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 →MagnaChip Semiconductor
TECHNOLOGY · SEMICONDUCTORS · USA
Magnachip Semiconductor Corporation designs, manufactures and supplies analog and mixed signal semiconductor platform solutions for communications, Internet of Things, consumer, industrial and automotive applications. The company is headquartered in Luxembourg, Luxembourg.
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