Crowdstrike Holdings Inc (CRWD)vsDigitalOcean Holdings Inc (DOCN)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
DOCN
DigitalOcean Holdings Inc
$122.95
-6.18%
TECHNOLOGY · Cap: $15.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 434% more annual revenue ($5.40B vs $1.01B). DOCN leads profitability with a 23.3% profit margin vs 0.8%. DOCN appears more attractively valued with a PEG of 1.54. DOCN earns a higher WallStSmart Score of 57/100 (C).
CRWD
Hold43
out of 100
Grade: D
DOCN
Buy57
out of 100
Grade: C
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 25 in profit
Keeps 23 of every $100 in revenue as profit
Revenue surging 28.6% year-over-year
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Trading at 13.9x book value
Elevated debt levels
Premium valuation, high expectations priced in
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 : DOCN
The strongest argument for DOCN centers on Return on Equity, Profit Margin, Revenue Growth. Profitability is solid with margins at 23.3% and operating margin at 10.4%. Revenue growth of 28.6% 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 : DOCN
The primary concerns for DOCN are PEG Ratio, Price/Book, Debt/Equity. A P/E of 57.4x leaves little room for execution misses. Debt-to-equity of 1.61 is elevated, increasing financial risk.
Key Dynamics to Monitor
DOCN carries more volatility with a beta of 1.57 — expect wider price swings.
DOCN is growing revenue faster at 28.6% — 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
DOCN scores higher overall (57/100 vs 43/100), backed by strong 23.3% margins and 28.6% 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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