Crowdstrike Holdings Inc (CRWD)vsNXP Semiconductors NV (NXPI)
CRWD
Crowdstrike Holdings Inc
$179.38
+3.26%
TECHNOLOGY · Cap: $191.86B
NXPI
NXP Semiconductors NV
$245.16
+1.73%
TECHNOLOGY · Cap: $70.39B
Smart Verdict
WallStSmart Research — data-driven comparison
NXP Semiconductors NV generates 148% more annual revenue ($12.62B vs $5.09B). NXPI leads profitability with a 21.0% profit margin vs -0.6%. NXPI appears more attractively valued with a PEG of 0.69. NXPI earns a higher WallStSmart Score of 76/100 (B+).
CRWD
Hold39
out of 100
Grade: F
NXPI
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$179.38
$79.64 premium
Margin of Safety
-54.1%
Fair Value
$156.42
Current Price
$245.16
$88.74 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 25.6% year-over-year
Earnings expanding 130.7% YoY
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 27.7%
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 39.4x book value
ROE of -0.5% — below average capital efficiency
Moderate valuation
Weak financial health signals
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 25.6% demonstrates continued momentum.
Bull Case : NXPI
The strongest argument for NXPI centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 21.0% and operating margin at 27.7%. Revenue growth of 12.2% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : NXPI
The primary concerns for NXPI are P/E Ratio, Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NXPI is a mature play — different risk/reward profiles.
NXPI carries more volatility with a beta of 1.80 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
NXPI generates stronger free cash flow (781M), providing more financial flexibility.
Bottom Line
NXPI scores higher overall (76/100 vs 39/100), backed by strong 21.0% margins and 12.2% 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 →NXP Semiconductors NV
TECHNOLOGY · SEMICONDUCTORS · USA
NXP Semiconductors N.V. is a Dutch semiconductor manufacturer with headquarters in Eindhoven, Netherlands.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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