Crowdstrike Holdings Inc (CRWD)vsMoodys Corporation (MCO)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
MCO
Moodys Corporation
$428.05
-0.10%
FINANCIAL SERVICES · Cap: $76.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Moodys Corporation generates 60% more annual revenue ($7.72B vs $4.81B). MCO leads profitability with a 31.9% profit margin vs -3.4%. MCO appears more attractively valued with a PEG of 1.93. MCO earns a higher WallStSmart Score of 71/100 (B).
CRWD
Hold40
out of 100
Grade: D
MCO
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+33.1%
Fair Value
$639.76
Current Price
$428.05
$211.71 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Every $100 of equity generates 62 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 42.1%
Earnings expanding 57.6% YoY
Large-cap with strong market position
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 18.7x book value
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 : MCO
The strongest argument for MCO centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 31.9% and operating margin at 42.1%. Revenue growth of 13.0% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : MCO
The primary concerns for MCO are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
CRWD profiles as a growth stock while MCO is a mature play — different risk/reward profiles.
MCO carries more volatility with a beta of 1.44 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
MCO generates stronger free cash flow (777M), providing more financial flexibility.
Bottom Line
MCO scores higher overall (71/100 vs 40/100), backed by strong 31.9% margins and 13.0% 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.
Moodys Corporation
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
Moody's Corporation, often referred to as Moody's, is an American business and financial services company. It is the holding company for Moody's Investors Service (MIS), an American credit rating agency, and Moody's Analytics (MA), an American provider of financial analysis software and services.
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