Crowdstrike Holdings Inc (CRWD)vsQualcomm Incorporated (QCOM)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
QCOM
Qualcomm Incorporated
$130.35
+1.31%
TECHNOLOGY · Cap: $137.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Qualcomm Incorporated generates 832% more annual revenue ($44.87B vs $4.81B). QCOM leads profitability with a 12.0% profit margin vs -3.4%. QCOM appears more attractively valued with a PEG of 0.55. QCOM earns a higher WallStSmart Score of 61/100 (C+).
CRWD
Hold40
out of 100
Grade: D
QCOM
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-285.6%
Fair Value
$33.80
Current Price
$130.35
$96.55 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 27.5%
Generating 4.4B in free cash flow
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
Earnings declined 1.8%
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 : QCOM
The strongest argument for QCOM centers on Altman Z-Score, Market Cap, Return on Equity. PEG of 0.55 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 : QCOM
The primary concerns for QCOM are P/E Ratio, EPS Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while QCOM is a value play — different risk/reward profiles.
QCOM carries more volatility with a beta of 1.27 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
QCOM generates stronger free cash flow (4.4B), providing more financial flexibility.
Bottom Line
QCOM scores higher overall (61/100 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.
Qualcomm Incorporated
TECHNOLOGY · SEMICONDUCTORS · USA
Qualcomm is an American multinational corporation headquartered in San Diego, California, and incorporated in Delaware. It creates semiconductors, software, and services related to wireless technology. It owns patents critical to the 5G, 4G, CDMA2000, TD-SCDMA and WCDMA mobile communications standards.
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