Crowdstrike Holdings Inc (CRWD)vsCloudflare Inc (NET)
CRWD
Crowdstrike Holdings Inc
$671.02
+0.28%
TECHNOLOGY · Cap: $176.39B
NET
Cloudflare Inc
$268.73
-1.24%
TECHNOLOGY · Cap: $83.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 119% more annual revenue ($5.09B vs $2.33B). CRWD leads profitability with a -0.6% profit margin vs -3.7%. NET appears more attractively valued with a PEG of 2.38. CRWD earns a higher WallStSmart Score of 39/100 (F).
CRWD
Hold39
out of 100
Grade: F
NET
Hold35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-71.9%
Fair Value
$395.29
Current Price
$671.02
$275.73 premium
Margin of Safety
-35.8%
Fair Value
$167.04
Current Price
$268.73
$101.69 premium
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 25.6% year-over-year
Revenue surging 33.5% year-over-year
Large-cap with strong market position
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 36.9x book value
ROE of -0.1% — below average capital efficiency
Expensive relative to growth rate
0.0% earnings growth
Weak financial health signals
Trading at 62.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : NET
The strongest argument for NET centers on Revenue Growth, Market Cap. Revenue growth of 33.5% 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, Piotroski F-Score. Debt-to-equity of 2.31 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 1.67 — expect wider price swings.
NET is growing revenue faster at 33.5% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (39/100 vs 35/100) and 25.6% 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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