Crowdstrike Holdings Inc (CRWD)vsAmdocs Ltd (DOX)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
DOX
Amdocs Ltd
$61.42
+1.92%
TECHNOLOGY · Cap: $6.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 16% more annual revenue ($5.40B vs $4.65B). DOX leads profitability with a 9.8% profit margin vs 0.8%. DOX appears more attractively valued with a PEG of 0.83. DOX earns a higher WallStSmart Score of 60/100 (C).
CRWD
Hold43
out of 100
Grade: D
DOX
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-27.2%
Fair Value
$55.06
Current Price
$61.42
$6.36 premium
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
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
2.7% revenue growth
Earnings declined 57.4%
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 : DOX
The strongest argument for DOX centers on Altman Z-Score, PEG Ratio, P/E Ratio. PEG of 0.83 suggests the stock is reasonably priced for its growth.
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 : DOX
The primary concerns for DOX are Revenue Growth, EPS 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 1.25 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
DOX scores higher overall (60/100 vs 43/100). 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 →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.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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