Crowdstrike Holdings Inc (CRWD)vsPlexus Corp (PLXS)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
PLXS
Plexus Corp
$250.58
-0.01%
TECHNOLOGY · Cap: $6.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 17% more annual revenue ($4.81B vs $4.13B). PLXS leads profitability with a 4.3% profit margin vs -3.4%. PLXS appears more attractively valued with a PEG of 2.09. PLXS earns a higher WallStSmart Score of 51/100 (C-).
CRWD
Hold40
out of 100
Grade: D
PLXS
Buy51
out of 100
Grade: C-
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
+71.3%
Fair Value
$713.29
Current Price
$250.58
$462.71 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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.3% margin — thin
Negative free cash flow — burning cash
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 : PLXS
The strongest argument for PLXS centers on Altman Z-Score, Debt/Equity.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : PLXS
The primary concerns for PLXS are PEG Ratio, P/E Ratio, Profit Margin. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while PLXS is a value 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
PLXS scores higher overall (51/100 vs 40/100). 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 →Plexus Corp
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Plexus Corp. The company is headquartered in Neenah, Wisconsin.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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