Crowdstrike Holdings Inc (CRWD)vsHelport AI Limited Ordinary Shares (HPAI)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
HPAI
Helport AI Limited Ordinary Shares
$2.42
+8.30%
TECHNOLOGY · Cap: $86.47M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 13705% more annual revenue ($4.81B vs $34.86M). HPAI leads profitability with a 5.3% profit margin vs -3.4%. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
HPAI
Avoid34
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-741.2%
Fair Value
$0.34
Current Price
$2.42
$2.08 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Conservative balance sheet, low leverage
Revenue surging 22.4% year-over-year
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Smaller company, higher risk/reward
5.3% margin — thin
Operating margin of 1.9%
Weak financial health signals
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 : HPAI
The strongest argument for HPAI centers on Debt/Equity, Revenue Growth. Revenue growth of 22.4% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : HPAI
The primary concerns for HPAI are Market Cap, Profit Margin, Operating Margin. A P/E of 46.2x leaves little room for execution misses.
Key Dynamics to Monitor
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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRWD scores higher overall (40/100 vs 34/100) and 23.3% revenue growth. Both earn "Hold" and "Avoid" 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.
Helport AI Limited Ordinary Shares
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Helport AI Limited (HPAI) is an innovative technology company at the forefront of integrating artificial intelligence into the logistics and transportation sectors. By leveraging advanced AI algorithms and machine learning, HPAI enhances operational efficiency and resource optimization for clients, thereby facilitating digital transformation in supply chain management. As the demand for cutting-edge logistics solutions continues to grow, Helport AI is well-positioned to drive industry evolution with its intelligent and scalable offerings, which contribute to a more connected, efficient future in the marketplace.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?