Crowdstrike Holdings Inc (CRWD)vsQuantum Corporation (QMCO)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
QMCO
Quantum Corporation
$7.14
+4.85%
TECHNOLOGY · Cap: $98.37M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1731% more annual revenue ($4.81B vs $262.85M). CRWD leads profitability with a -3.4% profit margin vs -37.8%. QMCO appears more attractively valued with a PEG of 0.77. QMCO earns a higher WallStSmart Score of 48/100 (D+).
CRWD
Hold40
out of 100
Grade: D
QMCO
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Intrinsic value data unavailable for QMCO.
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
Growing faster than its price suggests
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Operating margin of 0.5%
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 : QMCO
The strongest argument for QMCO centers on PEG Ratio. PEG of 0.77 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 : QMCO
The primary concerns for QMCO are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
CRWD profiles as a growth stock while QMCO is a turnaround play — different risk/reward profiles.
QMCO carries more volatility with a beta of 2.69 — 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
QMCO scores higher overall (48/100 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.
Visit Website →Quantum Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Quantum Corporation offers products for storing and managing digital video and unstructured data in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in San Jose, California.
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