Bakkt Holdings Inc (BKKT)vsCrowdstrike Holdings Inc (CRWD)
BKKT
Bakkt Holdings Inc
$8.27
-6.66%
TECHNOLOGY · Cap: $445.19M
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 25% more annual revenue ($4.81B vs $3.85B). BKKT leads profitability with a -1.1% profit margin vs -3.4%. CRWD earns a higher WallStSmart Score of 40/100 (D).
BKKT
Hold37
out of 100
Grade: F
CRWD
Hold40
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 22.5% year-over-year
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -65.8% — below average capital efficiency
Negative free cash flow — burning cash
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BKKT
The strongest argument for BKKT centers on Price/Book, Revenue Growth. Revenue growth of 22.5% demonstrates continued momentum.
Bull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bear Case : BKKT
The primary concerns for BKKT are EPS Growth, Market Cap, Return on Equity.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
BKKT carries more volatility with a beta of 5.68 — 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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRWD scores higher overall (40/100 vs 37/100) and 23.3% revenue growth. Both earn "Hold" 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.
Bakkt Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Bakkt Holdings Inc. is a leading digital asset platform dedicated to facilitating the integration of cryptocurrencies and digital assets into everyday transactions for consumers and businesses alike. By providing innovative payment and loyalty solutions, Bakkt is at the forefront of the digital economy, enhancing user experience and accessibility. The company’s robust technological infrastructure and strategic partnerships position it to drive the adoption of blockchain and digital currencies, thereby playing a significant role in the ongoing evolution of the fintech landscape.
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.
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