Crowdstrike Holdings Inc (CRWD)vsDigitalOcean Holdings Inc (DOCN)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.26%
TECHNOLOGY · Cap: $195.73B
DOCN
DigitalOcean Holdings Inc
$180.58
-2.47%
TECHNOLOGY · Cap: $17.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 407% more annual revenue ($4.81B vs $948.63M). DOCN leads profitability with a 25.0% profit margin vs -3.4%. DOCN appears more attractively valued with a PEG of 1.54. DOCN earns a higher WallStSmart Score of 57/100 (C).
CRWD
Hold40
out of 100
Grade: D
DOCN
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Intrinsic value data unavailable for DOCN.
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
Every $100 of equity generates 27 in profit
Keeps 25 of every $100 in revenue as profit
Revenue surging 22.4% year-over-year
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Expensive relative to growth rate
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 21.2x book value
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 : DOCN
The strongest argument for DOCN centers on Return on Equity, Profit Margin, Revenue Growth. Profitability is solid with margins at 25.0% and operating margin at 14.2%. Revenue growth of 22.4% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : DOCN
The primary concerns for DOCN are PEG Ratio, Debt/Equity, P/E Ratio. A P/E of 74.8x leaves little room for execution misses.
Key Dynamics to Monitor
DOCN carries more volatility with a beta of 1.57 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DOCN scores higher overall (57/100 vs 40/100), backed by strong 25.0% margins and 22.4% 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 →DigitalOcean Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
DigitalOcean Holdings, Inc. operates a cloud computing platform that provides platform infrastructure and tools for developers, startups, and small and medium-sized businesses in North America, Europe, Asia, and internationally. The company is headquartered in New York, New York.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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