Crowdstrike Holdings Inc (CRWD)vsIntuit Inc (INTU)
CRWD
Crowdstrike Holdings Inc
$527.77
+4.36%
TECHNOLOGY · Cap: $128.72B
INTU
Intuit Inc
$396.31
-2.57%
TECHNOLOGY · Cap: $110.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Intuit Inc generates 318% more annual revenue ($20.12B vs $4.81B). INTU leads profitability with a 21.6% profit margin vs -3.4%. INTU appears more attractively valued with a PEG of 1.02. INTU earns a higher WallStSmart Score of 71/100 (B).
CRWD
Hold40
out of 100
Grade: D
INTU
Strong Buy71
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
Margin of Safety
-0.5%
Fair Value
$404.62
Current Price
$396.31
$8.31 premium
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
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Keeps 22 of every $100 in revenue as profit
17.4% revenue growth
Earnings expanding 48.5% YoY
Generating 1.5B in free cash flow
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 30.2x book value
Moderate valuation
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 : INTU
The strongest argument for INTU centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 21.6% and operating margin at 18.4%. Revenue growth of 17.4% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : INTU
The primary concerns for INTU are P/E Ratio.
Key Dynamics to Monitor
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.
INTU generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INTU scores higher overall (71/100 vs 40/100), backed by strong 21.6% margins and 17.4% 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 →Intuit Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Intuit Inc. is an American business that specializes in financial software. Intuit's products include the tax preparation application TurboTax, personal finance app Mint and the small business accounting program QuickBooks.
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