Crowdstrike Holdings Inc (CRWD)vsNerdy Inc (NRDY)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
NRDY
Nerdy Inc
$0.90
+1.35%
TECHNOLOGY · Cap: $221.86M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 2588% more annual revenue ($4.81B vs $178.99M). CRWD leads profitability with a -3.4% profit margin vs -22.3%. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
NRDY
Avoid22
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Margin of Safety
+79.9%
Fair Value
$4.98
Current Price
$0.90
$4.08 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
No standout strengths identified
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
2.3% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
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 : NRDY
NRDY has a balanced fundamental profile.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : NRDY
The primary concerns for NRDY are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NRDY is a turnaround play — different risk/reward profiles.
NRDY carries more volatility with a beta of 1.85 — 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 22/100) and 23.3% revenue growth. NRDY offers better value entry with a 79.9% margin of safety. Both earn "Hold" and "Avoid" 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 →Nerdy Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Nerdy Inc. is a prominent online learning platform, best known for its flagship brand, Varsity Tutors, which delivers personalized educational experiences through advanced technology. The company provides an extensive range of services, including individual tutoring and small group classes, targeting a diverse clientele across various subjects and educational levels. With a strong emphasis on data analytics to enhance learning effectiveness, Nerdy is well-equipped to capitalize on the expanding online education sector. Committed to improving accessibility and empowering students with innovative solutions, Nerdy Inc. is poised to play a transformative role in the future of education.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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