Crowdstrike Holdings Inc (CRWD)vsFatPipe, Inc. Common Stock (FATN)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
FATN
FatPipe, Inc. Common Stock
$1.73
-7.98%
TECHNOLOGY · Cap: $23.95M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 30400% more annual revenue ($4.81B vs $15.78M). FATN leads profitability with a 4.1% profit margin vs -3.4%. FATN earns a higher WallStSmart Score of 47/100 (D+).
CRWD
Hold40
out of 100
Grade: D
FATN
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+19.2%
Fair Value
$2.34
Current Price
$1.73
$0.61 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Reasonable price relative to book value
Revenue surging 29.8% year-over-year
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Premium valuation, high expectations priced in
3.3% earnings growth
Smaller company, higher risk/reward
ROE of 3.4% — below average capital efficiency
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 : FATN
The strongest argument for FATN centers on Price/Book, Revenue Growth. Revenue growth of 29.8% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : FATN
The primary concerns for FATN are P/E Ratio, EPS Growth, Market Cap. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
FATN is growing revenue faster at 29.8% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FATN scores higher overall (47/100 vs 40/100) and 29.8% revenue growth. Both earn "Hold" 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.
FatPipe, Inc. Common Stock
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
FatPipe, Inc. develops secure software-defined wide area network (SD-WAN), secure access service edge (SASE), and network monitoring service (NMS) software solutions for organizations in the United States and internationally. The company is headquartered in Salt Lake City, Utah.
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