Crowdstrike Holdings Inc (CRWD)vsParker-Hannifin Corporation (PH)
CRWD
Crowdstrike Holdings Inc
$527.77
+4.36%
TECHNOLOGY · Cap: $128.72B
PH
Parker-Hannifin Corporation
$878.83
-0.90%
INDUSTRIALS · Cap: $111.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Parker-Hannifin Corporation generates 336% more annual revenue ($20.99B vs $4.81B). PH leads profitability with a 16.6% profit margin vs -3.4%. PH appears more attractively valued with a PEG of 3.54. PH earns a higher WallStSmart Score of 55/100 (C-).
CRWD
Hold40
out of 100
Grade: D
PH
Buy55
out of 100
Grade: C-
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 PH.
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
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Strong operational efficiency at 21.5%
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 30.2x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 4.2%
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 : PH
The strongest argument for PH centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.6% and operating margin at 21.5%. Revenue growth of 10.6% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : PH
The primary concerns for PH are P/E Ratio, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while PH is a mature play — different risk/reward profiles.
PH carries more volatility with a beta of 1.18 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
PH generates stronger free cash flow (881M), providing more financial flexibility.
Bottom Line
PH scores higher overall (55/100 vs 40/100), backed by strong 16.6% margins and 10.6% revenue growth. 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 →Parker-Hannifin Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Parker-Hannifin Corporation, originally Parker Appliance Company, usually referred to as just Parker, is an American corporation specializing in motion and control technologies. Its corporate headquarters are in Mayfield Heights, Ohio, in Greater Cleveland.
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