Crowdstrike Holdings Inc (CRWD)vsPayPay Corporation American Depository Shares (PAYP)
CRWD
Crowdstrike Holdings Inc
$409.00
-4.48%
TECHNOLOGY · Cap: $107.49B
PAYP
PayPay Corporation American Depository Shares
$19.90
-2.69%
TECHNOLOGY · Cap: $13.67B
Smart Verdict
WallStSmart Research — data-driven comparison
PayPay Corporation American Depository Shares generates 7288% more annual revenue ($355.53B vs $4.81B). PAYP leads profitability with a 31.3% profit margin vs -3.4%. PAYP earns a higher WallStSmart Score of 58/100 (C).
CRWD
Hold40
out of 100
Grade: D
PAYP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
N/A
Fair Value
$49.14
Current Price
$19.90
$29.24 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 100.0%
Earnings expanding 533.0% YoY
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Keeps 31 of every $100 in revenue as profit
Generating 332.1B in free cash flow
Strong operational efficiency at 24.8%
Revenue surging 23.9% year-over-year
Earnings expanding 27.3% YoY
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 23.4x book value
ROE of -4.1% — below average capital efficiency
ROE of 0.0% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Operating Margin, EPS Growth, Market Cap. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : PAYP
The strongest argument for PAYP centers on Profit Margin, Free Cash Flow, Operating Margin. Profitability is solid with margins at 31.3% and operating margin at 24.8%. Revenue growth of 23.9% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : PAYP
The primary concerns for PAYP are Return on Equity.
Key Dynamics to Monitor
PAYP is growing revenue faster at 23.9% — sustainability is the question.
PAYP generates stronger free cash flow (332.1B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PAYP scores higher overall (58/100 vs 40/100), backed by strong 31.3% margins and 23.9% 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.
PayPay Corporation American Depository Shares
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
PayPay Corporation, a financial technology company, provides a digital finance platform with services that inlclude easy-to-use payments and other financial services in Japan. The company is headquartered in Shinjuku, Japan.
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