Crowdstrike Holdings Inc (CRWD)vsDlocal Ltd (DLO)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
DLO
Dlocal Ltd
$14.86
-0.40%
TECHNOLOGY · Cap: $4.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 298% more annual revenue ($5.40B vs $1.36B). DLO leads profitability with a 15.0% profit margin vs 0.8%. DLO trades at a lower P/E of 22.0x. DLO earns a higher WallStSmart Score of 65/100 (C+).
CRWD
Hold43
out of 100
Grade: D
DLO
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+81.5%
Fair Value
$69.14
Current Price
$14.86
$54.28 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Every $100 of equity generates 35 in profit
Revenue surging 55.8% year-over-year
Conservative balance sheet, low leverage
Earnings expanding 28.6% YoY
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bull Case : DLO
The strongest argument for DLO centers on Return on Equity, Revenue Growth, Debt/Equity. Revenue growth of 55.8% demonstrates continued momentum.
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.
Bear Case : DLO
No major red flags identified for DLO, but monitor valuation.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.25 — expect wider price swings.
DLO is growing revenue faster at 55.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DLO scores higher overall (65/100 vs 43/100) and 55.8% revenue growth. 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.
Visit Website →Dlocal Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
DLocal Limited operates a worldwide payments platform. The company is headquartered in Montevideo, Uruguay.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?