Crowdstrike Holdings Inc (CRWD)vsGodaddy Inc (GDDY)
CRWD
Crowdstrike Holdings Inc
$671.02
+1.48%
TECHNOLOGY · Cap: $195.73B
GDDY
Godaddy Inc
$84.38
-0.54%
TECHNOLOGY · Cap: $10.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Godaddy Inc generates 4% more annual revenue ($5.02B vs $4.81B). GDDY leads profitability with a 17.3% profit margin vs -3.4%. GDDY appears more attractively valued with a PEG of 0.68. GDDY earns a higher WallStSmart Score of 68/100 (B-).
CRWD
Hold40
out of 100
Grade: D
GDDY
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Margin of Safety
+2.4%
Fair Value
$92.97
Current Price
$84.38
$8.59 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
Every $100 of equity generates 367 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 24.7%
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Trading at 47.1x book value
Distress zone — elevated risk
Elevated debt levels
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 : GDDY
The strongest argument for GDDY centers on Return on Equity, PEG Ratio, P/E Ratio. Profitability is solid with margins at 17.3% and operating margin at 24.7%. 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 Price/Book, Altman Z-Score, Debt/Equity. Debt-to-equity of 16.22 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 1.06 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
GDDY scores higher overall (68/100 vs 40/100), backed by strong 17.3% 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.
Visit Website →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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