Crowdstrike Holdings Inc (CRWD)vsPACCAR Inc (PCAR)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
PCAR
PACCAR Inc
$116.34
+0.47%
INDUSTRIALS · Cap: $60.90B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 491% more annual revenue ($28.44B vs $4.81B). PCAR leads profitability with a 8.3% profit margin vs -3.4%. PCAR appears more attractively valued with a PEG of 1.11. PCAR earns a higher WallStSmart Score of 46/100 (D+).
CRWD
Hold40
out of 100
Grade: D
PCAR
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-321.2%
Fair Value
$30.74
Current Price
$116.34
$85.60 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Large-cap with strong market position
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Moderate valuation
Weak financial health signals
Revenue declined 13.7%
Earnings declined 35.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : PCAR
The strongest argument for PCAR centers on Market Cap. PEG of 1.11 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 : PCAR
The primary concerns for PCAR are P/E Ratio, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while PCAR is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.12 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
PCAR generates stronger free cash flow (778M), providing more financial flexibility.
Bottom Line
PCAR scores higher overall (46/100 vs 40/100). 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.
PACCAR Inc
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.
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