Crowdstrike Holdings Inc (CRWD)vsRogers Corporation (ROG)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.16%
TECHNOLOGY · Cap: $176.39B
ROG
Rogers Corporation
$137.67
-5.56%
TECHNOLOGY · Cap: $2.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 521% more annual revenue ($5.09B vs $820.80M). CRWD leads profitability with a -0.6% profit margin vs -6.8%. ROG appears more attractively valued with a PEG of 0.77. ROG earns a higher WallStSmart Score of 44/100 (D).
CRWD
Hold39
out of 100
Grade: F
ROG
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-72.9%
Fair Value
$396.04
Current Price
$671.02
$274.98 premium
Intrinsic value data unavailable for ROG.
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 36.9x book value
ROE of -0.5% — below average capital efficiency
Weak financial health signals
ROE of -4.7% — below average capital efficiency
Earnings declined 17.4%
Currently unprofitable
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 : ROG
The strongest argument for ROG centers on Debt/Equity, Altman Z-Score, PEG Ratio. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : ROG
The primary concerns for ROG are Piotroski F-Score, Return on Equity, EPS Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while ROG is a turnaround play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.24 — 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
ROG scores higher overall (44/100 vs 39/100). 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 →Rogers Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Rogers Corporation designs, develops, manufactures and sells engineering materials and components worldwide. The company is headquartered in Chandler, Arizona.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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