Crowdstrike Holdings Inc (CRWD)vsSkywater Technology Inc (SKYT)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
SKYT
Skywater Technology Inc
$31.90
+4.56%
TECHNOLOGY · Cap: $1.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 988% more annual revenue ($4.81B vs $442.14M). SKYT leads profitability with a 26.9% profit margin vs -3.4%. SKYT earns a higher WallStSmart Score of 60/100 (C).
CRWD
Hold40
out of 100
Grade: D
SKYT
Buy60
out of 100
Grade: C
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
+8.4%
Fair Value
$31.01
Current Price
$31.90
$0.89 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 96 in profit
Revenue surging 126.6% year-over-year
Earnings expanding 9733.0% YoY
Keeps 27 of every $100 in revenue as profit
Attractively priced relative to earnings
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
Trading at 8.3x book value
Smaller company, higher risk/reward
Elevated debt levels
Negative free cash flow — burning cash
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 : SKYT
The strongest argument for SKYT centers on Return on Equity, Revenue Growth, EPS Growth. Profitability is solid with margins at 26.9% and operating margin at -1.8%. Revenue growth of 126.6% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : SKYT
The primary concerns for SKYT are Price/Book, Market Cap, Debt/Equity.
Key Dynamics to Monitor
SKYT carries more volatility with a beta of 3.47 — expect wider price swings.
SKYT is growing revenue faster at 126.6% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SKYT scores higher overall (60/100 vs 40/100), backed by strong 26.9% margins and 126.6% 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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