Crowdstrike Holdings Inc (CRWD)vsScience Applications International Corporation Common Stock (SAIC)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
SAIC
Science Applications International Corporation Common Stock
$95.13
+0.26%
TECHNOLOGY · Cap: $4.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Science Applications International Corporation Common Stock generates 51% more annual revenue ($7.26B vs $4.81B). SAIC leads profitability with a 4.9% profit margin vs -3.4%. SAIC appears more attractively valued with a PEG of 3.67. SAIC earns a higher WallStSmart Score of 48/100 (D+).
CRWD
Hold40
out of 100
Grade: D
SAIC
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
Margin of Safety
+73.5%
Fair Value
$310.40
Current Price
$95.13
$215.27 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
Every $100 of equity generates 23 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
4.9% margin — thin
Expensive relative to growth rate
Revenue declined 4.8%
Earnings declined 6.2%
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 : SAIC
The strongest argument for SAIC centers on Return on Equity, Debt/Equity, P/E Ratio.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : SAIC
The primary concerns for SAIC are Profit Margin, PEG Ratio, Revenue Growth. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while SAIC is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.07 — 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
SAIC 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 →Science Applications International Corporation Common Stock
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Science Applications International Corporation provides technical, engineering and business information technology (IT) services primarily in the United States. The company is headquartered in Reston, Virginia.
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