Crowdstrike Holdings Inc (CRWD)vsGoldman Sachs Group Inc (GS)
CRWD
Crowdstrike Holdings Inc
$527.77
+4.36%
TECHNOLOGY · Cap: $128.72B
GS
Goldman Sachs Group Inc
$936.48
+1.15%
FINANCIAL SERVICES · Cap: $276.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Goldman Sachs Group Inc generates 1179% more annual revenue ($61.53B vs $4.81B). GS leads profitability with a 29.4% profit margin vs -3.4%. GS appears more attractively valued with a PEG of 1.45. GS earns a higher WallStSmart Score of 75/100 (B).
CRWD
Hold40
out of 100
Grade: D
GS
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-27.0%
Fair Value
$398.25
Current Price
$527.77
$129.52 premium
Intrinsic value data unavailable for GS.
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
Mega-cap, among the largest globally
Strong operational efficiency at 38.6%
Keeps 29 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 24.2% YoY
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 30.2x book value
Negative free cash flow — burning cash
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 : GS
The strongest argument for GS centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 29.4% and operating margin at 38.6%. Revenue growth of 14.5% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : GS
The primary concerns for GS are Free Cash Flow.
Key Dynamics to Monitor
CRWD profiles as a growth stock while GS is a mature play — different risk/reward profiles.
GS carries more volatility with a beta of 1.27 — 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
GS scores higher overall (75/100 vs 40/100), backed by strong 29.4% margins and 14.5% 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.
Visit Website →Goldman Sachs Group Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
The Goldman Sachs Group, Inc., is an American multinational investment bank and financial services company headquartered in New York City. It offers services in investment management, securities, asset management, prime brokerage, and securities underwriting. It also provides investment banking to institutional investors.
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