Crowdstrike Holdings Inc (CRWD)vsTrimble Inc (TRMB)
CRWD
Crowdstrike Holdings Inc
$369.58
-5.87%
TECHNOLOGY · Cap: $93.73B
TRMB
Trimble Inc
$62.97
-3.79%
TECHNOLOGY · Cap: $14.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 34% more annual revenue ($4.81B vs $3.59B). TRMB leads profitability with a 11.8% profit margin vs -3.4%. CRWD appears more attractively valued with a PEG of 3.37. TRMB earns a higher WallStSmart Score of 56/100 (C).
CRWD
Hold40
out of 100
Grade: D
TRMB
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+20.9%
Fair Value
$82.37
Current Price
$62.97
$19.40 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
Earnings expanding 80.5% YoY
Reasonable price relative to book value
Strong operational efficiency at 22.5%
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 21.1x book value
Premium valuation, high expectations priced in
ROE of 7.3% — below average capital efficiency
Expensive relative to growth rate
Revenue declined 1.4%
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 : TRMB
The strongest argument for TRMB centers on EPS Growth, Price/Book, Operating Margin.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : TRMB
The primary concerns for TRMB are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
CRWD profiles as a growth stock while TRMB is a declining play — different risk/reward profiles.
TRMB carries more volatility with a beta of 1.57 — 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
TRMB scores higher overall (56/100 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.
Visit Website →Trimble Inc
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Trimble Inc. is a Sunnyvale, California-based hardware, software and services technology company. Trimble services global industries in Agriculture, Building & Construction, Geospatial, Natural Resources and Utilities, Governments, Transportation and others. Trimble also does hardware development of Global Navigation Satellite System (GNSS) receivers, scanners, laser rangefinders, unmanned aerial vehicles (UAVs), inertial navigation systems and software processing tools.
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