Crowdstrike Holdings Inc (CRWD)vsSeagate Technology PLC (STX)
CRWD
Crowdstrike Holdings Inc
$469.24
+1.55%
TECHNOLOGY · Cap: $115.56B
STX
Seagate Technology PLC
$738.54
+1.60%
TECHNOLOGY · Cap: $163.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Seagate Technology PLC generates 129% more annual revenue ($11.01B vs $4.81B). STX leads profitability with a 21.6% profit margin vs -3.4%. STX appears more attractively valued with a PEG of 0.50. STX earns a higher WallStSmart Score of 76/100 (B+).
CRWD
Hold40
out of 100
Grade: D
STX
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-17.3%
Fair Value
$400.18
Current Price
$469.24
$69.06 premium
Intrinsic value data unavailable for STX.
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
Growing faster than its price suggests
Strong operational efficiency at 35.7%
Revenue surging 44.1% year-over-year
Earnings expanding 108.3% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 26.8x book value
Premium valuation, high expectations priced in
Trading at 351.7x book value
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 : STX
The strongest argument for STX centers on PEG Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 21.6% and operating margin at 35.7%. Revenue growth of 44.1% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 69.0x leaves little room for execution misses.
Key Dynamics to Monitor
STX carries more volatility with a beta of 1.63 — expect wider price swings.
STX is growing revenue faster at 44.1% — sustainability is the question.
STX generates stronger free cash flow (953M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
STX scores higher overall (76/100 vs 40/100), backed by strong 21.6% margins and 44.1% 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 →Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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