Crowdstrike Holdings Inc (CRWD)vsSanmina Corporation (SANM)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
SANM
Sanmina Corporation
$217.82
+4.38%
TECHNOLOGY · Cap: $11.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Sanmina Corporation generates 136% more annual revenue ($11.34B vs $4.81B). SANM leads profitability with a 2.3% profit margin vs -3.4%. SANM appears more attractively valued with a PEG of 0.97. SANM earns a higher WallStSmart Score of 68/100 (B-).
CRWD
Hold40
out of 100
Grade: D
SANM
Strong Buy68
out of 100
Grade: B-
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
+18.9%
Fair Value
$184.12
Current Price
$217.82
$33.70 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
Revenue surging 102.3% year-over-year
Growing faster than its price suggests
Earnings expanding 46.6% YoY
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
Grey zone — moderate risk
2.3% margin — thin
Premium valuation, high expectations priced in
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 : SANM
The strongest argument for SANM centers on Revenue Growth, PEG Ratio, EPS Growth. Revenue growth of 102.3% demonstrates continued momentum. PEG of 0.97 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 : SANM
The primary concerns for SANM are Altman Z-Score, Profit Margin, P/E Ratio. A P/E of 45.6x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while SANM is a hypergrowth play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.07 — expect wider price swings.
SANM is growing revenue faster at 102.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
SANM scores higher overall (68/100 vs 40/100) and 102.3% revenue growth. Both earn "Strong 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 →Sanmina Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Sanmina Corporation offers integrated solutions for manufacturing, components, products and repair, logistics and after-sales services globally. The company is headquartered in San Jose, California.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?