Crowdstrike Holdings Inc (CRWD)vsNetApp Inc (NTAP)
CRWD
Crowdstrike Holdings Inc
$671.02
+0.81%
TECHNOLOGY · Cap: $176.39B
NTAP
NetApp Inc
$158.31
-1.43%
TECHNOLOGY · Cap: $31.66B
Smart Verdict
WallStSmart Research — data-driven comparison
NetApp Inc generates 36% more annual revenue ($6.92B vs $5.09B). NTAP leads profitability with a 18.4% profit margin vs -0.6%. NTAP appears more attractively valued with a PEG of 1.78. NTAP earns a higher WallStSmart Score of 68/100 (B-).
CRWD
Hold39
out of 100
Grade: F
NTAP
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-72.9%
Fair Value
$396.04
Current Price
$671.02
$274.98 premium
Intrinsic value data unavailable for NTAP.
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
Every $100 of equity generates 94 in profit
Strong operational efficiency at 27.3%
Earnings expanding 23.4% YoY
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 36.9x book value
ROE of -0.5% — below average capital efficiency
Expensive relative to growth rate
Moderate valuation
Trading at 23.0x book value
Distress zone — elevated risk
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 : NTAP
The strongest argument for NTAP centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 18.4% and operating margin at 27.3%. Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : NTAP
The primary concerns for NTAP are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 2.02 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NTAP is a mature play — different risk/reward profiles.
NTAP carries more volatility with a beta of 1.43 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
NTAP generates stronger free cash flow (900M), providing more financial flexibility.
Bottom Line
NTAP scores higher overall (68/100 vs 39/100), backed by strong 18.4% margins and 12.5% revenue growth. Both earn "Strong Buy" 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 →NetApp Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
NetApp, Inc. is an American hybrid cloud data services and data management company headquartered in Sunnyvale, California. Founded in 1992 with an IPO in 1995, NetApp offers cloud data services for management of applications and data both online and physically.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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