Crowdstrike Holdings Inc (CRWD)vsGodaddy Inc (GDDY)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
GDDY
Godaddy Inc
$81.58
+1.58%
TECHNOLOGY · Cap: $10.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Godaddy Inc generates 3% more annual revenue ($4.95B vs $4.81B). GDDY leads profitability with a 17.7% profit margin vs -3.4%. GDDY appears more attractively valued with a PEG of 0.68. GDDY earns a higher WallStSmart Score of 74/100 (B).
CRWD
Hold40
out of 100
Grade: D
GDDY
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+68.8%
Fair Value
$291.10
Current Price
$81.58
$209.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 25.1%
Earnings expanding 31.7% YoY
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
ROE of 1.9% — below average capital efficiency
Trading at 51.0x book value
Distress zone — elevated risk
Elevated debt levels
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 : GDDY
The strongest argument for GDDY centers on PEG Ratio, P/E Ratio, Operating Margin. Profitability is solid with margins at 17.7% and operating margin at 25.1%. PEG of 0.68 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 : GDDY
The primary concerns for GDDY are Return on Equity, Price/Book, Altman Z-Score. Debt-to-equity of 42.17 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRWD profiles as a growth stock while GDDY is a mature 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
GDDY scores higher overall (74/100 vs 40/100), backed by strong 17.7% margins. 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.
Godaddy Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
GoDaddy Inc. is dedicated to the design and development of cloud-based technology products in the United States and internationally. The company is headquartered in Scottsdale, Arizona.
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