Crowdstrike Holdings Inc (CRWD)vsIREN Ltd (IREN)
CRWD
Crowdstrike Holdings Inc
$392.99
-4.92%
TECHNOLOGY · Cap: $103.73B
IREN
IREN Ltd
$41.12
-2.47%
FINANCIAL SERVICES · Cap: $13.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 536% more annual revenue ($4.81B vs $757.10M). IREN leads profitability with a 51.5% profit margin vs -3.4%. CRWD appears more attractively valued with a PEG of 3.53. IREN earns a higher WallStSmart Score of 57/100 (C).
CRWD
Hold40
out of 100
Grade: D
IREN
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+42.4%
Fair Value
$67.39
Current Price
$41.12
$26.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 100.0%
Earnings expanding 533.0% YoY
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Keeps 52 of every $100 in revenue as profit
Revenue surging 59.0% year-over-year
Every $100 of equity generates 21 in profit
Earnings expanding 42.9% YoY
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 22.5x book value
ROE of -4.1% — below average capital efficiency
Moderate valuation
Elevated debt levels
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Operating Margin, EPS Growth, Market Cap. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : IREN
The strongest argument for IREN centers on Profit Margin, Revenue Growth, Return on Equity. Profitability is solid with margins at 51.5% and operating margin at -45.8%. Revenue growth of 59.0% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : IREN
The primary concerns for IREN are P/E Ratio, Debt/Equity, PEG Ratio. Debt-to-equity of 1.53 is elevated, increasing financial risk.
Key Dynamics to Monitor
IREN carries more volatility with a beta of 4.32 — expect wider price swings.
IREN is growing revenue faster at 59.0% — 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
IREN scores higher overall (57/100 vs 40/100), backed by strong 51.5% margins and 59.0% revenue growth. Both earn "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.
IREN Ltd
FINANCIAL SERVICES · CAPITAL MARKETS · USA
IREN Limited (Ticker: IREN) is a vertically integrated data-center and digital infrastructure company traded on the Nasdaq. Headquartered in Sydney, Australia, it develops, owns and operates large-scale, renewable-powered data centers across North America that support Bitcoin mining, AI cloud services, and high-performance computing workloads. Originally known as Iris Energy Limited before rebranding in 2024, IREN combines its energy infrastructure and computing platforms to generate revenue from cryptocurrency mining and increasingly from GPU-powered AI cloud offerings. The company has secured significant power capacity and major customer contracts as it pivots toward AI data-center growth while maintaining its legacy mining business.
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