Crowdstrike Holdings Inc (CRWD)vsNayax Ltd (NYAX)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
NYAX
Nayax Ltd
$55.24
-1.78%
TECHNOLOGY · Cap: $2.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1102% more annual revenue ($4.81B vs $400.43M). NYAX leads profitability with a 8.9% profit margin vs -3.4%. NYAX earns a higher WallStSmart Score of 51/100 (C-).
CRWD
Hold40
out of 100
Grade: D
NYAX
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-28.0%
Fair Value
$44.93
Current Price
$55.24
$10.31 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Revenue surging 34.3% year-over-year
Earnings expanding 688.0% YoY
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 8.8x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
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 : NYAX
The strongest argument for NYAX centers on Revenue Growth, EPS Growth. Revenue growth of 34.3% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : NYAX
The primary concerns for NYAX are Price/Book, Altman Z-Score, P/E Ratio. A P/E of 57.5x leaves little room for execution misses.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NYAX is a hypergrowth play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.12 — expect wider price swings.
NYAX is growing revenue faster at 34.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
NYAX scores higher overall (51/100 vs 40/100) and 34.3% revenue growth. 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.
Nayax Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Nayax Ltd (NYSE: NYAX) is a leading global provider of cashless payment and management solutions specifically designed for the unattended retail sector, which includes vending machines and kiosks. The company leverages cutting-edge technology and advanced data analytics to enhance customer experiences and deliver critical real-time insights to operators, facilitating improved inventory management and operational efficiency. As a key player in the transition towards automation and cashless transactions, Nayax offers a compelling investment opportunity for institutional investors looking to capitalize on growth within the rapidly changing unattended retail market. With its comprehensive platform encompassing payment processing, telemetry, and customer engagement, Nayax is well-positioned to drive innovation and growth in this dynamic industry.
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