Crowdstrike Holdings Inc (CRWD)vsTower Semiconductor Ltd (TSEM)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.26%
TECHNOLOGY · Cap: $195.73B
TSEM
Tower Semiconductor Ltd
$235.48
+1.77%
TECHNOLOGY · Cap: $32.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 197% more annual revenue ($4.81B vs $1.62B). TSEM leads profitability with a 15.1% profit margin vs -3.4%. CRWD appears more attractively valued with a PEG of 6.45. TSEM earns a higher WallStSmart Score of 53/100 (C-).
CRWD
Hold40
out of 100
Grade: D
TSEM
Buy53
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
Intrinsic value data unavailable for TSEM.
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 62.9% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
15.5% revenue growth
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Trading at 9.1x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : TSEM
The strongest argument for TSEM centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 15.1% and operating margin at 15.6%. Revenue growth of 15.5% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : TSEM
The primary concerns for TSEM are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 126.6x leaves little room for execution misses.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.06 — 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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TSEM scores higher overall (53/100 vs 40/100), backed by strong 15.1% margins and 15.5% 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 →Tower Semiconductor Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Tower Semiconductor Ltd., an independent semiconductor foundry, manufactures and markets mixed-signal intensive analog semiconductor devices in the United States, Japan, Asia and Europe. The company is headquartered in Migdal Haemek, Israel.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?