Crowdstrike Holdings Inc (CRWD)vsSkywater Technology Inc (SKYT)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
SKYT
Skywater Technology Inc
$32.46
0.00%
TECHNOLOGY · Cap: $1.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 745% more annual revenue ($5.40B vs $638.84M). SKYT leads profitability with a 18.4% profit margin vs 0.8%. SKYT trades at a lower P/E of 13.9x. SKYT earns a higher WallStSmart Score of 59/100 (C).
CRWD
Hold43
out of 100
Grade: D
SKYT
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-5.5%
Fair Value
$26.93
Current Price
$32.46
$5.53 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Every $100 of equity generates 63 in profit
Revenue surging 164.8% year-over-year
Earnings expanding 9733.0% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Trading at 8.8x book value
Smaller company, higher risk/reward
Operating margin of 1.2%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bull Case : SKYT
The strongest argument for SKYT centers on Return on Equity, Revenue Growth, EPS Growth. Profitability is solid with margins at 18.4% and operating margin at 1.2%. Revenue growth of 164.8% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : SKYT
The primary concerns for SKYT are Price/Book, Market Cap, Operating Margin.
Key Dynamics to Monitor
SKYT carries more volatility with a beta of 3.27 — expect wider price swings.
SKYT is growing revenue faster at 164.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SKYT scores higher overall (59/100 vs 43/100), backed by strong 18.4% margins and 164.8% revenue growth. 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 →Skywater Technology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
SkyWater Technology, Inc. manufactures integrated circuits. The company is headquartered in Bloomington, Minnesota.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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