Crowdstrike Holdings Inc (CRWD)vsCoreWeave, Inc. Class A Common Stock (CRWV)
CRWD
Crowdstrike Holdings Inc
$469.24
+2.98%
TECHNOLOGY · Cap: $115.56B
CRWV
CoreWeave, Inc. Class A Common Stock
$119.01
+6.64%
TECHNOLOGY · Cap: $66.25B
Smart Verdict
WallStSmart Research — data-driven comparison
CoreWeave, Inc. Class A Common Stock generates 7% more annual revenue ($5.13B vs $4.81B). CRWD leads profitability with a -3.4% profit margin vs -22.7%. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
CRWV
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-17.3%
Fair Value
$400.18
Current Price
$469.24
$69.06 premium
Margin of Safety
-77.4%
Fair Value
$53.63
Current Price
$119.01
$65.38 premium
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
Revenue surging 110.4% year-over-year
Large-cap with strong market position
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 26.8x book value
Trading at 17.9x book value
0.0% earnings growth
Weak financial health signals
ROE of -50.3% — below average capital efficiency
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 : CRWV
The strongest argument for CRWV centers on Revenue Growth, Market Cap. Revenue growth of 110.4% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : CRWV
The primary concerns for CRWV are Price/Book, EPS Growth, Piotroski F-Score. Debt-to-equity of 4.54 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRWD profiles as a growth stock while CRWV is a hypergrowth play — different risk/reward profiles.
CRWV is growing revenue faster at 110.4% — 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 30/100) and 23.3% revenue growth. Both earn "Hold" and "Avoid" 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 →CoreWeave, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
CoreWeave, Inc. operates a cloud platform that provides scaling, support, and acceleration for GenAI. The company is headquartered in Livingston, New Jersey.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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