Crowdstrike Holdings Inc (CRWD)vsN-Able Inc (NABL)
CRWD
Crowdstrike Holdings Inc
$468.07
-1.78%
TECHNOLOGY · Cap: $115.56B
NABL
N-Able Inc
$5.31
-2.93%
TECHNOLOGY · Cap: $1.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 841% more annual revenue ($4.81B vs $511.43M). NABL leads profitability with a -3.3% profit margin vs -3.4%. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
NABL
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-17.1%
Fair Value
$399.70
Current Price
$468.07
$68.37 premium
Margin of Safety
+56.2%
Fair Value
$12.42
Current Price
$5.31
$7.11 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
Reasonable price relative to book value
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 26.8x book value
Smaller company, higher risk/reward
Weak financial health signals
ROE of -2.2% — below average capital efficiency
Earnings declined 87.3%
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 : NABL
The strongest argument for NABL centers on Price/Book. Revenue growth of 11.8% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : NABL
The primary concerns for NABL are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NABL is a turnaround play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.07 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (40/100 vs 37/100) and 23.3% revenue growth. NABL offers better value entry with a 56.2% margin of safety. 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.
Visit Website →N-Able Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
N-able Inc. (NABL) stands at the forefront of the managed services sector, delivering advanced cloud-based software solutions designed specifically for managed service providers (MSPs). Its robust platform streamlines IT management and security, allowing MSPs to enhance operational efficiency and elevate service delivery. As demand for cybersecurity and remote monitoring services escalates, N-able is well-positioned to leverage these trends, demonstrating strong growth potential. The company’s dedication to innovation and expanding market reach makes it an appealing investment opportunity for institutional investors targeting the technology landscape.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?