Crowdstrike Holdings Inc (CRWD)vsGen Digital Inc. (GEN)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
GEN
Gen Digital Inc.
$19.47
-1.52%
TECHNOLOGY · Cap: $12.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 2% more annual revenue ($4.81B vs $4.73B). GEN leads profitability with a 12.8% profit margin vs -3.4%. GEN appears more attractively valued with a PEG of 0.48. GEN earns a higher WallStSmart Score of 76/100 (B+).
CRWD
Hold40
out of 100
Grade: D
GEN
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+34.7%
Fair Value
$37.79
Current Price
$19.47
$18.32 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
Strong operational efficiency at 35.8%
Every $100 of equity generates 27 in profit
Revenue surging 25.8% year-over-year
Earnings expanding 20.1% YoY
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
No major concerns identified
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 : GEN
The strongest argument for GEN centers on PEG Ratio, Operating Margin, Return on Equity. Revenue growth of 25.8% demonstrates continued momentum. PEG of 0.48 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 : GEN
No major red flags identified for GEN, but monitor valuation.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.12 — expect wider price swings.
GEN is growing revenue faster at 25.8% — sustainability is the question.
GEN generates stronger free cash flow (535M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GEN scores higher overall (76/100 vs 40/100) and 25.8% revenue growth. 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.
Gen Digital Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Gen Digital Inc. provides cybersecurity solutions for consumers in the United States, Canada, Latin America, Europe, the Middle East, Africa, Asia Pacific, and Japan. The company is headquartered in Tempe, Arizona.
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