Crowdstrike Holdings Inc (CRWD)vsTE Connectivity Ltd (TEL)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.16%
TECHNOLOGY · Cap: $176.39B
TEL
TE Connectivity Ltd
$212.69
-2.22%
TECHNOLOGY · Cap: $63.09B
Smart Verdict
WallStSmart Research — data-driven comparison
TE Connectivity Ltd generates 267% more annual revenue ($18.70B vs $5.09B). TEL leads profitability with a 15.5% profit margin vs -0.6%. TEL appears more attractively valued with a PEG of 0.97. TEL earns a higher WallStSmart Score of 78/100 (B+).
CRWD
Hold39
out of 100
Grade: F
TEL
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-72.9%
Fair Value
$396.04
Current Price
$671.02
$274.98 premium
Intrinsic value data unavailable for TEL.
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 25.6% year-over-year
Earnings expanding 7150.0% YoY
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 20.3%
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 36.9x book value
ROE of -0.5% — below average capital efficiency
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : TEL
The strongest argument for TEL centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 15.5% and operating margin at 20.3%. Revenue growth of 14.5% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : TEL
The primary concerns for TEL are Piotroski F-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while TEL is a mature play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.24 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
TEL generates stronger free cash flow (677M), providing more financial flexibility.
Bottom Line
TEL scores higher overall (78/100 vs 39/100), backed by strong 15.5% margins and 14.5% 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 →TE Connectivity Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TE Connectivity is an American Swiss-domiciled technology company that designs and manufactures connectors and sensors for several industries, such as automotive, industrial equipment, data communication systems, aerospace, defense, medical, oil and gas, consumer electronics and energy.
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