Crowdstrike Holdings Inc (CRWD)vsSitime Corporation (SITM)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.26%
TECHNOLOGY · Cap: $195.73B
SITM
Sitime Corporation
$625.68
-11.50%
TECHNOLOGY · Cap: $19.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1167% more annual revenue ($4.81B vs $379.91M). CRWD leads profitability with a -3.4% profit margin vs -6.4%. SITM appears more attractively valued with a PEG of 3.82. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
SITM
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Intrinsic value data unavailable for SITM.
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 88.3% 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
Trading at 14.2x book value
Expensive relative to growth rate
ROE of -2.1% — below average capital efficiency
Earnings declined 60.6%
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 : SITM
The strongest argument for SITM centers on Revenue Growth, Debt/Equity. Revenue growth of 88.3% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : SITM
The primary concerns for SITM are Price/Book, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
CRWD profiles as a growth stock while SITM is a hypergrowth play — different risk/reward profiles.
SITM carries more volatility with a beta of 2.92 — expect wider price swings.
SITM is growing revenue faster at 88.3% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (40/100 vs 31/100) and 23.3% revenue growth. Both earn "Hold" and "Avoid" 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 →Sitime Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
SiTime Corporation offers silicon timing systems in Taiwan, Hong Kong, the United States, and internationally.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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