Amphenol vs CrowdStrike
This page compares Amphenol and CrowdStrike, examining business models, financial performance and market context in a neutral, accessible way. It presents context for readers seeking a clear, non-technical overview of both companies. Educational content, not financial advice.
This page compares Amphenol and CrowdStrike, examining business models, financial performance and market context in a neutral, accessible way. It presents context for readers seeking a clear, non-tech...
Why It's Moving
CrowdStrike Finds footing amid tech slump as lawsuit dismissal clears path ahead of key earnings.
- U.S. judge dismissed shareholder lawsuit accusing CrowdStrike of false statements on software testing before the 2024 global outage, removing a major overhang.
- Announced acquisitions of Seraphic and SGNL to enhance Falcon platform with advanced identity and security capabilities, expanding enterprise offerings.
- Analysts maintain Moderate Buy consensus with $555 average target, viewing stock as oversold near $413-$440 support ahead of March 3 earnings.
CrowdStrike Finds footing amid tech slump as lawsuit dismissal clears path ahead of key earnings.
- U.S. judge dismissed shareholder lawsuit accusing CrowdStrike of false statements on software testing before the 2024 global outage, removing a major overhang.
- Announced acquisitions of Seraphic and SGNL to enhance Falcon platform with advanced identity and security capabilities, expanding enterprise offerings.
- Analysts maintain Moderate Buy consensus with $555 average target, viewing stock as oversold near $413-$440 support ahead of March 3 earnings.
Investment Analysis
Amphenol
APH
Pros
- Amphenol holds a leading position in electronic connectors and sensor systems, benefiting from secular growth in automotive electrification, industrial automation, and global communications infrastructure.
- The company has delivered exceptional recent financial performance, with third-quarter 2025 revenue and earnings both significantly exceeding analyst expectations, driving strong investor confidence.
- Amphenol demonstrates consistent execution, having beaten earnings estimates in each of the past four quarters, while analysts project double-digit annual EPS and revenue growth ahead.
Considerations
- Valuation appears stretched after a rapid share price surge, with some models suggesting the stock may be overvalued relative to fundamental cash flow projections.
- The dividend yield remains modest compared to broader industrials, reflecting a focus on reinvesting for growth rather than returning capital to shareholders.
- Rising debt-to-assets ratio and increasing share count warrant monitoring, as these could pressure future financial flexibility and per-share metrics if trends persist.
CrowdStrike
CRWD
Pros
- CrowdStrike is a clear leader in cloud-native cybersecurity, with a unified platform well positioned to capitalise on the global shift toward cloud-delivered endpoint protection and identity security.
- The company operates in the high-growth software infrastructure sector, with strong recurring revenue and a large addressable market as cyber threats and regulatory demands intensify globally.
- CrowdStrike maintains robust liquidity and balance sheet health, with a quick ratio above 1.6, supporting continued investment in innovation and potential strategic acquisitions.
Considerations
- Valuation multiples are exceptionally high across price-to-sales, price-to-book, and normalized price-to-earnings measures, raising questions about sustainability if growth rates moderate.
- CrowdStrike recently reported negative interest coverage, indicating current earnings do not cover interest expenses, which may concern investors focused on financial stability.
- The company faces intense competition from both established technology giants and specialised cybersecurity firms, potentially pressuring pricing power and market share over time.
Related Market Insights
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Related Market Insights
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CrowdStrike (CRWD) Next Earnings Date
CrowdStrike (CRWD)'s next earnings date is estimated for March 3, 2026. This report will cover the Q4 fiscal 2026 results, aligning with the company's historical late February to early March reporting pattern for its January fiscal year-end quarter. The date remains unconfirmed by the company, with estimates derived from past schedules.
CrowdStrike (CRWD) Next Earnings Date
CrowdStrike (CRWD)'s next earnings date is estimated for March 3, 2026. This report will cover the Q4 fiscal 2026 results, aligning with the company's historical late February to early March reporting pattern for its January fiscal year-end quarter. The date remains unconfirmed by the company, with estimates derived from past schedules.
Which Baskets Do They Appear In?
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Which Baskets Do They Appear In?
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