Crowdstrike Holdings Inc (CRWD)vsCantaloupe Inc (CTLP)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
CTLP
Cantaloupe Inc
$10.65
+0.19%
TECHNOLOGY · Cap: $773.33M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1415% more annual revenue ($4.81B vs $317.56M). CTLP leads profitability with a 17.3% profit margin vs -3.4%. CRWD appears more attractively valued with a PEG of 3.37. CTLP earns a higher WallStSmart Score of 59/100 (C).
CRWD
Hold40
out of 100
Grade: D
CTLP
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+69.3%
Fair Value
$34.16
Current Price
$10.65
$23.51 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Every $100 of equity generates 25 in profit
Attractively priced relative to earnings
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
2.0% earnings growth
Smaller company, higher risk/reward
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : CTLP
The strongest argument for CTLP centers on Return on Equity, P/E Ratio. Profitability is solid with margins at 17.3% and operating margin at 6.9%.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : CTLP
The primary concerns for CTLP are EPS Growth, Market Cap, PEG Ratio.
Key Dynamics to Monitor
CRWD profiles as a growth stock while CTLP is a mature play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.12 — 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
CTLP scores higher overall (59/100 vs 40/100), backed by strong 17.3% margins. 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.
Cantaloupe Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Cantaloupe, Inc., a software and payments company, provides technology solutions for the underserved retail market. The company is headquartered in Malvern, Pennsylvania.
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