Crowdstrike Holdings Inc (CRWD)vsAmdocs Ltd (DOX)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
DOX
Amdocs Ltd
$65.41
+2.70%
TECHNOLOGY · Cap: $7.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 5% more annual revenue ($4.81B vs $4.58B). DOX leads profitability with a 12.5% profit margin vs -3.4%. DOX appears more attractively valued with a PEG of 0.96. DOX earns a higher WallStSmart Score of 65/100 (B-).
CRWD
Hold40
out of 100
Grade: D
DOX
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+36.1%
Fair Value
$109.60
Current Price
$65.41
$44.19 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
4.1% revenue growth
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 : DOX
The strongest argument for DOX centers on Altman Z-Score, Debt/Equity, PEG Ratio. PEG of 0.96 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : DOX
The primary concerns for DOX are Revenue Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while DOX is a value 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
DOX scores higher overall (65/100 vs 40/100). Both earn "Strong 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.
Amdocs Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Amdocs Limited provides software and services to the world's communications, cable and satellite, entertainment and media industry service providers. The company is headquartered in Chesterfield, Missouri.
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