Crowdstrike Holdings Inc (CRWD)vsIQVIA Holdings Inc (IQV)
CRWD
Crowdstrike Holdings Inc
$671.02
-2.10%
TECHNOLOGY · Cap: $195.73B
IQV
IQVIA Holdings Inc
$183.45
-1.84%
HEALTHCARE · Cap: $29.83B
Smart Verdict
WallStSmart Research — data-driven comparison
IQVIA Holdings Inc generates 246% more annual revenue ($16.63B vs $4.81B). IQV leads profitability with a 8.3% profit margin vs -3.4%. IQV appears more attractively valued with a PEG of 0.72. IQV earns a higher WallStSmart Score of 66/100 (B-).
CRWD
Hold40
out of 100
Grade: D
IQV
Strong Buy66
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
+9.1%
Fair Value
$194.83
Current Price
$183.45
$11.38 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 22 in profit
Growing faster than its price suggests
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Weak financial health signals
Distress zone — elevated risk
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 : IQV
The strongest argument for IQV centers on Return on Equity, PEG Ratio. PEG of 0.72 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 : IQV
The primary concerns for IQV are Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while IQV is a value play — different risk/reward profiles.
IQV carries more volatility with a beta of 1.18 — 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
IQV scores higher overall (66/100 vs 40/100). 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 →IQVIA Holdings Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
IQVIA, formerly Quintiles and IMS Health, Inc., is an American multinational company serving the combined industries of health information technology and clinical research. It is a provider of biopharmaceutical development and commercial outsourcing services, focused primarily on Phase I-IV clinical trials and associated laboratory and analytical services, including consulting services.
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