Crowdstrike Holdings Inc (CRWD)vsZebra Technologies Corporation (ZBRA)
CRWD
Crowdstrike Holdings Inc
$237.65
-3.28%
TECHNOLOGY · Cap: $211.69B
ZBRA
Zebra Technologies Corporation
$346.63
-0.34%
TECHNOLOGY · Cap: $16.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Zebra Technologies Corporation generates 8% more annual revenue ($5.85B vs $5.40B). ZBRA leads profitability with a 9.2% profit margin vs 0.8%. ZBRA appears more attractively valued with a PEG of 0.61. ZBRA earns a higher WallStSmart Score of 74/100 (B).
CRWD
Hold43
out of 100
Grade: D
ZBRA
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-10.8%
Fair Value
$227.78
Current Price
$346.63
$118.85 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Earnings expanding 121.5% YoY
Growing faster than its price suggests
Strong operational efficiency at 21.3%
Revenue surging 20.4% year-over-year
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bull Case : ZBRA
The strongest argument for ZBRA centers on EPS Growth, PEG Ratio, Operating Margin. Revenue growth of 20.4% demonstrates continued momentum. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : ZBRA
The primary concerns for ZBRA are P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
ZBRA carries more volatility with a beta of 1.61 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ZBRA scores higher overall (74/100 vs 43/100) and 20.4% 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 →Zebra Technologies Corporation
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Zebra Technologies Corporation is an American company that manufactures and sells marking, tracking, and computer printing technologies. Its products include thermal barcode label and receipt printers, RFID smart label printers/encoders/fixed & handheld readers/antennas, and card and kiosk printers that are used for barcode labeling, personal identification, and specialty printing, principally in the manufacturing, supply chain, retail, healthcare, and government sectors.
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