Crowdstrike Holdings Inc (CRWD)vsFlywire Corp (FLYW)
CRWD
Crowdstrike Holdings Inc
$179.38
+3.26%
TECHNOLOGY · Cap: $191.86B
FLYW
Flywire Corp
$16.56
0.00%
TECHNOLOGY · Cap: $2.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 652% more annual revenue ($5.09B vs $677.68M). FLYW leads profitability with a 4.5% profit margin vs -0.6%. FLYW earns a higher WallStSmart Score of 43/100 (D).
CRWD
Hold39
out of 100
Grade: F
FLYW
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$179.38
$79.64 premium
Margin of Safety
+68.1%
Fair Value
$34.93
Current Price
$16.56
$18.37 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 25.6% year-over-year
Revenue surging 41.0% year-over-year
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 39.4x book value
ROE of -0.5% — below average capital efficiency
Distress zone — elevated risk
ROE of 0.0% — below average capital efficiency
4.5% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : FLYW
The strongest argument for FLYW centers on Revenue Growth, Debt/Equity, Price/Book. Revenue growth of 41.0% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : FLYW
The primary concerns for FLYW are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 75.1x leaves little room for execution misses. Thin 4.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while FLYW is a hypergrowth play — different risk/reward profiles.
FLYW carries more volatility with a beta of 1.32 — expect wider price swings.
FLYW is growing revenue faster at 41.0% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
FLYW scores higher overall (43/100 vs 39/100) and 41.0% 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.
Visit Website →Flywire Corp
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Flywire Corporation is a payments enablement and software company in the United States and internationally. The company is headquartered in Boston, Massachusetts.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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