Crowdstrike Holdings Inc (CRWD)vsCloudflare Inc (NET)
CRWD
Crowdstrike Holdings Inc
$242.49
-0.47%
TECHNOLOGY · Cap: $211.69B
NET
Cloudflare Inc
$324.75
-0.79%
TECHNOLOGY · Cap: $109.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 115% more annual revenue ($5.40B vs $2.51B). CRWD leads profitability with a 0.8% profit margin vs -8.2%. NET appears more attractively valued with a PEG of 2.38. CRWD earns a higher WallStSmart Score of 43/100 (D).
CRWD
Hold43
out of 100
Grade: D
NET
Hold35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-68.2%
Fair Value
$182.29
Current Price
$324.75
$142.46 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Revenue surging 35.9% year-over-year
Large-cap with strong market position
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
0.0% earnings growth
Weak financial health signals
Trading at 71.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bull Case : NET
The strongest argument for NET centers on Revenue Growth, Market Cap. Revenue growth of 35.9% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : NET
The primary concerns for NET are PEG Ratio, EPS Growth, Piotroski F-Score. Debt-to-equity of 2.18 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NET is a hypergrowth play — different risk/reward profiles.
NET carries more volatility with a beta of 1.66 — expect wider price swings.
NET is growing revenue faster at 35.9% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (43/100 vs 35/100) and 25.8% 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.
Visit Website →Cloudflare Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
CloudFlare, Inc. operates a cloud platform that offers a range of network services to companies around the world. The company is headquartered in San Francisco, California.
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