Crowdstrike Holdings Inc (CRWD)vsSabre Corpo (SABR)
CRWD
Crowdstrike Holdings Inc
$671.02
+1.48%
TECHNOLOGY · Cap: $195.73B
SABR
Sabre Corpo
$1.66
-10.27%
TECHNOLOGY · Cap: $656.22M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 70% more annual revenue ($4.81B vs $2.83B). SABR leads profitability with a 17.6% profit margin vs -3.4%. SABR appears more attractively valued with a PEG of 1.68. SABR earns a higher WallStSmart Score of 50/100 (C-).
CRWD
Hold40
out of 100
Grade: D
SABR
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Margin of Safety
+87.9%
Fair Value
$8.75
Current Price
$1.66
$7.09 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
Conservative balance sheet, low leverage
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of -737.0% — below average capital efficiency
Earnings declined 81.8%
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 : SABR
The strongest argument for SABR centers on Debt/Equity. Profitability is solid with margins at 17.6% and operating margin at 15.2%.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : SABR
The primary concerns for SABR are PEG Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
CRWD profiles as a growth stock while SABR is a mature play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.06 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
SABR scores higher overall (50/100 vs 40/100), backed by strong 17.6% margins. 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 →Sabre Corpo
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Saber Corporation, through its subsidiary, Saber Holdings Corporation, provides software and technology solutions for the global travel industry. The company is headquartered in Southlake, Texas.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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