Crowdstrike Holdings Inc (CRWD)vsEOG Resources Inc (EOG)
CRWD
Crowdstrike Holdings Inc
$527.77
+4.36%
TECHNOLOGY · Cap: $128.72B
EOG
EOG Resources Inc
$130.03
-0.66%
ENERGY · Cap: $69.26B
Smart Verdict
WallStSmart Research — data-driven comparison
EOG Resources Inc generates 390% more annual revenue ($23.57B vs $4.81B). EOG leads profitability with a 23.3% profit margin vs -3.4%. EOG appears more attractively valued with a PEG of 1.40. EOG earns a higher WallStSmart Score of 80/100 (A-).
CRWD
Hold40
out of 100
Grade: D
EOG
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-27.0%
Fair Value
$398.25
Current Price
$527.77
$129.52 premium
Margin of Safety
+51.4%
Fair Value
$243.17
Current Price
$130.03
$113.14 discount
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
Strong operational efficiency at 37.9%
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
15.6% revenue growth
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 30.2x book value
Weak financial health signals
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 : EOG
The strongest argument for EOG centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 23.3% and operating margin at 37.9%. Revenue growth of 15.6% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : EOG
The primary concerns for EOG are Piotroski F-Score.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.06 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
EOG generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EOG scores higher overall (80/100 vs 40/100), backed by strong 23.3% margins and 15.6% revenue growth. Both earn "Exceptional 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 →EOG Resources Inc
ENERGY · OIL & GAS E&P · USA
EOG Resources, Inc. is an American energy company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in the Heritage Plaza building in Houston, Texas.
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