WallStSmart

Crowdstrike Holdings Inc (CRWD)vsTeradata Corp (TDC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Crowdstrike Holdings Inc generates 189% more annual revenue ($4.81B vs $1.66B). TDC leads profitability with a 7.8% profit margin vs -3.4%. TDC appears more attractively valued with a PEG of 3.35. TDC earns a higher WallStSmart Score of 57/100 (C).

CRWD

Hold

40

out of 100

Grade: D

Growth: 8.0Profit: 2.5Value: 4.0Quality: 4.3
Piotroski: 1/9Altman Z: 1.01

TDC

Buy

57

out of 100

Grade: C

Growth: 5.3Profit: 6.5Value: 7.3Quality: 3.8
Piotroski: 5/9Altman Z: -0.33
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CRWD.

TDCUndervalued (+40.0%)

Margin of Safety

+40.0%

Fair Value

$63.18

Current Price

$26.01

$37.17 discount

UndervaluedFair: $63.18Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CRWD2 strengths · Avg: 8.5/10
Market CapQuality
$99.67B9/10

Large-cap with strong market position

Revenue GrowthGrowth
23.3%8/10

Revenue surging 23.3% year-over-year

TDC2 strengths · Avg: 10.0/10
Return on EquityProfitability
71.6%10/10

Every $100 of equity generates 72 in profit

EPS GrowthGrowth
56.0%10/10

Earnings expanding 56.0% YoY

Areas to Watch

CRWD4 concerns · Avg: 2.5/10
Operating MarginProfitability
1.0%3/10

Operating margin of 1.0%

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
3.372/10

Expensive relative to growth rate

Price/BookValuation
22.1x2/10

Trading at 22.1x book value

TDC4 concerns · Avg: 3.3/10
Price/BookValuation
10.4x4/10

Trading at 10.4x book value

Revenue GrowthGrowth
2.9%4/10

2.9% revenue growth

Profit MarginProfitability
7.8%3/10

7.8% margin — thin

PEG RatioValuation
3.352/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : CRWD

The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.

Bull Case : TDC

The strongest argument for TDC centers on Return on Equity, EPS Growth.

Bear Case : CRWD

The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.

Bear Case : TDC

The primary concerns for TDC are Price/Book, Revenue Growth, Profit Margin.

Key Dynamics to Monitor

CRWD profiles as a growth stock while TDC is a value play — different risk/reward profiles.

CRWD carries more volatility with a beta of 1.12 — expect wider price swings.

CRWD is growing revenue faster at 23.3% — sustainability is the question.

CRWD generates stronger free cash flow (376M), providing more financial flexibility.

Bottom Line

TDC scores higher overall (57/100 vs 40/100). 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.

Teradata Corp

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Teradata Corporation is a provider of hybrid cloud analytics software. The company is headquartered in San Diego, California.

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