Crowdstrike Holdings Inc (CRWD)vsPagSeguro Digital Ltd (PAGS)
CRWD
Crowdstrike Holdings Inc
$179.38
+3.26%
TECHNOLOGY · Cap: $191.86B
PAGS
PagSeguro Digital Ltd
$9.84
+3.14%
TECHNOLOGY · Cap: $2.60B
Smart Verdict
WallStSmart Research — data-driven comparison
PagSeguro Digital Ltd generates 289% more annual revenue ($19.81B vs $5.09B). PAGS leads profitability with a 10.8% profit margin vs -0.6%. PAGS earns a higher WallStSmart Score of 67/100 (B-).
CRWD
Hold39
out of 100
Grade: F
PAGS
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$179.38
$79.64 premium
Intrinsic value data unavailable for PAGS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 533.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 25.6% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 37.3%
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 39.4x book value
ROE of -0.5% — below average capital efficiency
1.5% revenue growth
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : PAGS
The strongest argument for PAGS centers on P/E Ratio, Price/Book, Operating Margin.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : PAGS
The primary concerns for PAGS are Revenue Growth, Altman Z-Score, Debt/Equity. Debt-to-equity of 3.19 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRWD profiles as a growth stock while PAGS is a value play — different risk/reward profiles.
PAGS carries more volatility with a beta of 1.29 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
PAGS scores higher overall (67/100 vs 39/100). 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 →PagSeguro Digital Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
PagSeguro Digital Ltd., provides financial technology solutions and services for consumers, individual entrepreneurs, micro-merchants, and small and medium-sized companies in Brazil and internationally. The company is headquartered in So Paulo, Brazil.
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