ACI Worldwide Inc (ACIW)vsCrowdstrike Holdings Inc (CRWD)
ACIW
ACI Worldwide Inc
$52.09
+0.23%
TECHNOLOGY · Cap: $5.25B
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 196% more annual revenue ($5.40B vs $1.82B). ACIW leads profitability with a 12.4% profit margin vs 0.8%. ACIW appears more attractively valued with a PEG of 1.78. ACIW earns a higher WallStSmart Score of 62/100 (C+).
ACIW
Buy62
out of 100
Grade: C+
CRWD
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.9%
Fair Value
$74.55
Current Price
$52.09
$22.46 discount
Intrinsic value data unavailable for CRWD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 165.2% YoY
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Areas to Watch
Expensive relative to growth rate
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ACIW
The strongest argument for ACIW centers on EPS Growth.
Bull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bear Case : ACIW
The primary concerns for ACIW are PEG Ratio.
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.
Key Dynamics to Monitor
ACIW profiles as a value stock while CRWD is a growth play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.25 — 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.
Bottom Line
ACIW scores higher overall (62/100 vs 43/100). 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.
ACI Worldwide Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
ACI Worldwide, Inc., a software company, develops, markets, installs and supports a variety of software products and solutions to facilitate electronic payments to banks, financial intermediaries, merchants and invoice issuers globally. The company is headquartered in Naples, Florida.
Visit Website →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 →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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