Crowdstrike Holdings Inc (CRWD)vsSilicom (SILC)
CRWD
Crowdstrike Holdings Inc
$179.38
+3.26%
TECHNOLOGY · Cap: $191.86B
SILC
Silicom
$34.92
-8.15%
TECHNOLOGY · Cap: $253.24M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 7544% more annual revenue ($5.09B vs $66.64M). CRWD leads profitability with a -0.6% profit margin vs -16.6%. SILC appears more attractively valued with a PEG of 1.41. CRWD earns a higher WallStSmart Score of 39/100 (F).
CRWD
Hold39
out of 100
Grade: F
SILC
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$179.38
$79.64 premium
Margin of Safety
+31.3%
Fair Value
$27.84
Current Price
$34.92
$7.08 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 25.6% year-over-year
Revenue surging 32.8% year-over-year
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 39.4x book value
ROE of -0.5% — below average capital efficiency
Smaller company, higher risk/reward
ROE of -9.2% — below average capital efficiency
Earnings declined 79.6%
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 : SILC
The strongest argument for SILC centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 32.8% demonstrates continued momentum. PEG of 1.41 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 : SILC
The primary concerns for SILC are Market Cap, Return on Equity, EPS Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while SILC is a hypergrowth play — different risk/reward profiles.
SILC carries more volatility with a beta of 1.54 — expect wider price swings.
SILC is growing revenue faster at 32.8% — sustainability is the question.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRWD scores higher overall (39/100 vs 38/100) and 25.6% revenue growth. SILC offers better value entry with a 31.3% margin of safety. 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 →Silicom
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Silicom Ltd. designs, manufactures, markets and supports network and data infrastructure solutions for a variety of servers, server-based systems, and communications devices in North America, Europe, and Asia Pacific. The company is headquartered in Kfar Sava, Israel.
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