Crowdstrike Holdings Inc (CRWD)vsRichardson Electronics Ltd (RELL)
CRWD
Crowdstrike Holdings Inc
$181.80
-1.33%
TECHNOLOGY · Cap: $191.86B
RELL
Richardson Electronics Ltd
$16.69
-11.03%
TECHNOLOGY · Cap: $250.09M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 2278% more annual revenue ($5.09B vs $214.26M). RELL leads profitability with a 1.8% profit margin vs -0.6%. RELL appears more attractively valued with a PEG of 1.71. RELL earns a higher WallStSmart Score of 52/100 (C-).
CRWD
Hold39
out of 100
Grade: F
RELL
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$181.80
$82.06 premium
Margin of Safety
-59.6%
Fair Value
$9.02
Current Price
$16.69
$7.67 premium
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 25.6% year-over-year
Earnings expanding 221.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 40.0x book value
ROE of -0.5% — below average capital efficiency
Expensive relative to growth rate
3.1% revenue growth
Smaller company, higher risk/reward
ROE of 2.4% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : RELL
The strongest argument for RELL centers on EPS Growth, Debt/Equity, Altman Z-Score.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : RELL
The primary concerns for RELL are PEG Ratio, Revenue Growth, Market Cap. A P/E of 63.6x leaves little room for execution misses. Thin 1.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while RELL is a value play — different risk/reward profiles.
RELL carries more volatility with a beta of 1.25 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
RELL scores higher overall (52/100 vs 39/100). 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 →Richardson Electronics Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Richardson Electronics, Ltd. is engaged in microwave and power technologies, custom display solutions, and healthcare equipment businesses in North America, Asia Pacific, Europe, and Latin America. The company is headquartered in LaFox, Illinois.
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