Crowdstrike Holdings Inc (CRWD)vsNetScout Systems Inc (NTCT)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
NTCT
NetScout Systems Inc
$32.30
+0.87%
TECHNOLOGY · Cap: $2.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 459% more annual revenue ($4.81B vs $861.43M). NTCT leads profitability with a 11.1% profit margin vs -3.4%. NTCT appears more attractively valued with a PEG of 1.64. NTCT earns a higher WallStSmart Score of 59/100 (C).
CRWD
Hold40
out of 100
Grade: D
NTCT
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+18.0%
Fair Value
$34.37
Current Price
$32.30
$2.07 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Reasonable price relative to book value
Strong operational efficiency at 25.7%
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Expensive relative to growth rate
ROE of 6.1% — below average capital efficiency
Revenue declined 50.0%
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 : NTCT
The strongest argument for NTCT centers on Price/Book, Operating Margin.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : NTCT
The primary concerns for NTCT are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NTCT is a declining play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.12 — 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
NTCT scores higher overall (59/100 vs 40/100). Both earn "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.
NetScout Systems Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
NetScout Systems, Inc. provides service security and cybersecurity solutions to protect digital business services from disruption in the United States, Europe, Asia Pacific, and internationally. The company is headquartered in Westford, Massachusetts.
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