Crowdstrike Holdings Inc (CRWD)vsCloudflare Inc (NET)
CRWD
Crowdstrike Holdings Inc
$435.81
-1.75%
TECHNOLOGY · Cap: $107.49B
NET
Cloudflare Inc
$221.36
-1.83%
TECHNOLOGY · Cap: $74.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 122% more annual revenue ($4.81B vs $2.17B). CRWD leads profitability with a -3.4% profit margin vs -4.7%. NET appears more attractively valued with a PEG of 2.36. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
NET
Hold35
out of 100
Grade: F
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
Revenue surging 33.6% year-over-year
Large-cap with strong market position
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 24.9x book value
ROE of -4.1% — below average capital efficiency
Expensive relative to growth rate
0.0% earnings growth
Trading at 53.3x book value
ROE of -8.2% — below average capital efficiency
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 : NET
The strongest argument for NET centers on Revenue Growth, Market Cap. Revenue growth of 33.6% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : NET
The primary concerns for NET are PEG Ratio, EPS Growth, Price/Book.
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 2.03 — expect wider price swings.
NET is growing revenue faster at 33.6% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (40/100 vs 35/100) 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.
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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