Crowdstrike Holdings Inc (CRWD)vsNutanix Inc (NTNX)
CRWD
Crowdstrike Holdings Inc
$206.74
+13.85%
TECHNOLOGY · Cap: $211.69B
NTNX
Nutanix Inc
$67.69
+2.69%
TECHNOLOGY · Cap: $18.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 89% more annual revenue ($5.40B vs $2.85B). NTNX leads profitability with a 52.8% profit margin vs 0.8%. NTNX appears more attractively valued with a PEG of 1.39. NTNX earns a higher WallStSmart Score of 70/100 (B-).
CRWD
Hold43
out of 100
Grade: D
NTNX
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-73.0%
Fair Value
$39.00
Current Price
$67.69
$28.69 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Every $100 of equity generates 214 in profit
Keeps 53 of every $100 in revenue as profit
Earnings expanding 3148.0% YoY
Attractively priced relative to earnings
15.9% revenue growth
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Weak financial health signals
Trading at 26.0x book value
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bull Case : NTNX
The strongest argument for NTNX centers on Return on Equity, Profit Margin, EPS Growth. Profitability is solid with margins at 52.8% and operating margin at 13.6%. Revenue growth of 15.9% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : NTNX
The primary concerns for NTNX are Piotroski F-Score, Price/Book, Altman Z-Score. Debt-to-equity of 2.16 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.25 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NTNX scores higher overall (70/100 vs 43/100), backed by strong 52.8% margins and 15.9% 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 →Nutanix Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Nutanix, Inc. develops and provides an enterprise cloud platform in North America, Europe, Asia Pacific, the Middle East, Latin America, and Africa. The company is headquartered in San Jose, California.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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