Crowdstrike Holdings Inc (CRWD)vsZebra Technologies Corporation (ZBRA)
CRWD
Crowdstrike Holdings Inc
$468.07
-1.78%
TECHNOLOGY · Cap: $115.56B
ZBRA
Zebra Technologies Corporation
$229.76
+0.60%
TECHNOLOGY · Cap: $11.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Zebra Technologies Corporation generates 12% more annual revenue ($5.40B vs $4.81B). ZBRA leads profitability with a 7.8% profit margin vs -3.4%. ZBRA appears more attractively valued with a PEG of 0.48. ZBRA earns a higher WallStSmart Score of 58/100 (C).
CRWD
Hold40
out of 100
Grade: D
ZBRA
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-17.1%
Fair Value
$399.70
Current Price
$468.07
$68.37 premium
Margin of Safety
+10.5%
Fair Value
$281.98
Current Price
$229.76
$52.22 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
Growing faster than its price suggests
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 26.8x book value
Moderate valuation
7.8% margin — thin
Weak financial health signals
Earnings declined 55.8%
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 : ZBRA
The strongest argument for ZBRA centers on PEG Ratio. Revenue growth of 10.6% demonstrates continued momentum. PEG of 0.48 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : ZBRA
The primary concerns for ZBRA are P/E Ratio, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while ZBRA is a value play — different risk/reward profiles.
ZBRA carries more volatility with a beta of 1.66 — 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
ZBRA scores higher overall (58/100 vs 40/100) and 10.6% 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 →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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