Crowdstrike Holdings Inc (CRWD)vsNayax Ltd (NYAX)
CRWD
Crowdstrike Holdings Inc
$242.49
-0.47%
TECHNOLOGY · Cap: $211.69B
NYAX
Nayax Ltd
$45.12
-1.98%
TECHNOLOGY · Cap: $1.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1091% more annual revenue ($5.40B vs $453.18M). NYAX leads profitability with a 1.7% profit margin vs 0.8%. NYAX trades at a lower P/E of 225.7x. CRWD earns a higher WallStSmart Score of 43/100 (D).
CRWD
Hold43
out of 100
Grade: D
NYAX
Avoid28
out of 100
Grade: F
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
Revenue surging 28.2% year-over-year
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Smaller company, higher risk/reward
1.7% margin — thin
Elevated debt levels
Weak financial health signals
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 : NYAX
The strongest argument for NYAX centers on Revenue Growth. Revenue growth of 28.2% 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 : NYAX
The primary concerns for NYAX are Market Cap, Profit Margin, Debt/Equity. A P/E of 225.7x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.25 — expect wider price swings.
NYAX is growing revenue faster at 28.2% — 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
CRWD scores higher overall (43/100 vs 28/100) and 25.8% revenue growth. Both earn "Hold" and "Avoid" 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 →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 market, including vending machines and kiosks. The company leverages cutting-edge technology and comprehensive data analytics to elevate consumer engagement while delivering operators vital insights into inventory management and operational efficiency. As the industry increasingly moves towards automation and cashless transactions, Nayax presents a strategic investment opportunity, particularly for institutional investors looking to capitalize on the burgeoning unattended retail sector. With a robust integrated platform that combines payment processing, telemetry, and customer interaction, Nayax is strategically positioned to foster growth and innovation in this evolving marketplace.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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