Crowdstrike Holdings Inc (CRWD)vsMongoDB (MDB)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
MDB
MongoDB
$246.54
-2.85%
TECHNOLOGY · Cap: $20.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 95% more annual revenue ($4.81B vs $2.46B). MDB leads profitability with a -2.9% profit margin vs -3.4%. MDB appears more attractively valued with a PEG of 1.67. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
MDB
Hold36
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Safe zone — low bankruptcy risk
Revenue surging 26.7% 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
Expensive relative to growth rate
2.2% earnings growth
Operating margin of 0.0%
ROE of -2.5% — below average capital efficiency
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 : MDB
The strongest argument for MDB centers on Altman Z-Score, Revenue Growth. Revenue growth of 26.7% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : MDB
The primary concerns for MDB are PEG Ratio, EPS Growth, Operating Margin.
Key Dynamics to Monitor
MDB carries more volatility with a beta of 1.51 — expect wider price swings.
MDB is growing revenue faster at 26.7% — 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 36/100) and 23.3% revenue growth. Both earn "Hold" 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.
MongoDB
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
MongoDB, Inc. provides a global general purpose database platform. The company is headquartered in New York, New York.
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