Crowdstrike Holdings Inc (CRWD)vsTrimble Inc (TRMB)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.26%
TECHNOLOGY · Cap: $195.73B
TRMB
Trimble Inc
$54.19
-2.71%
TECHNOLOGY · Cap: $11.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 31% more annual revenue ($4.81B vs $3.69B). TRMB leads profitability with a 12.4% profit margin vs -3.4%. TRMB appears more attractively valued with a PEG of 2.81. TRMB earns a higher WallStSmart Score of 64/100 (C+).
CRWD
Hold40
out of 100
Grade: D
TRMB
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Margin of Safety
+9.6%
Fair Value
$72.07
Current Price
$54.19
$17.88 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 55.6% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Moderate valuation
Weak financial health signals
Expensive relative to growth rate
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, Debt/Equity, Price/Book. Revenue growth of 11.8% demonstrates continued momentum.
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, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
CRWD profiles as a growth stock while TRMB is a value play — different risk/reward profiles.
TRMB carries more volatility with a beta of 1.37 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
TRMB scores higher overall (64/100 vs 40/100) and 11.8% 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 →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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