Crowdstrike Holdings Inc (CRWD)vsCyberArk Software Ltd (CYBR)
CRWD
Crowdstrike Holdings Inc
$179.38
+3.26%
TECHNOLOGY · Cap: $191.86B
CYBR
CyberArk Software Ltd
$408.85
0.00%
TECHNOLOGY · Cap: $20.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 274% more annual revenue ($5.09B vs $1.36B). CYBR leads profitability with a -0.1% profit margin vs -0.6%. CYBR appears more attractively valued with a PEG of 4.74. CRWD earns a higher WallStSmart Score of 39/100 (F).
CRWD
Hold39
out of 100
Grade: F
CYBR
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$179.38
$79.64 premium
Margin of Safety
-80.7%
Fair Value
$226.29
Current Price
$408.85
$182.56 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 25.6% year-over-year
No standout strengths identified
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 39.4x book value
ROE of -0.5% — below average capital efficiency
Trading at 8.6x book value
0.2% revenue growth
0.8% earnings growth
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : CYBR
CYBR has a balanced fundamental profile.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : CYBR
The primary concerns for CYBR are Price/Book, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while CYBR is a turnaround play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.24 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (39/100 vs 37/100) and 25.6% 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.
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 →CyberArk Software Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
CyberArk Software Ltd., develops, markets and sells software-based security solutions and services in the United States, Europe, the Middle East, Africa, and internationally. The company is headquartered in Petah Tikva, Israel.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?