Crowdstrike Holdings Inc (CRWD)vsNetApp Inc (NTAP)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
NTAP
NetApp Inc
$105.50
+1.14%
TECHNOLOGY · Cap: $20.90B
Smart Verdict
WallStSmart Research — data-driven comparison
NetApp Inc generates 39% more annual revenue ($6.71B vs $4.81B). NTAP leads profitability with a 18.1% profit margin vs -3.4%. NTAP appears more attractively valued with a PEG of 1.15. NTAP earns a higher WallStSmart Score of 66/100 (B-).
CRWD
Hold40
out of 100
Grade: D
NTAP
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+45.2%
Fair Value
$193.10
Current Price
$105.50
$87.60 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Every $100 of equity generates 113 in profit
Attractively priced relative to earnings
Strong operational efficiency at 25.2%
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Trading at 18.0x book value
4.4% revenue growth
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : NTAP
The strongest argument for NTAP centers on Return on Equity, P/E Ratio, Operating Margin. Profitability is solid with margins at 18.1% and operating margin at 25.2%. PEG of 1.15 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : NTAP
The primary concerns for NTAP are Price/Book, Revenue Growth, Altman Z-Score. Debt-to-equity of 2.78 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NTAP is a value play — different risk/reward profiles.
NTAP carries more volatility with a beta of 1.35 — 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
NTAP scores higher overall (66/100 vs 40/100), backed by strong 18.1% margins. 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.
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
Want to dig deeper into these stocks?