Crowdstrike Holdings Inc (CRWD)vsPaychex Inc (PAYX)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
PAYX
Paychex Inc
$92.63
-1.51%
TECHNOLOGY · Cap: $33.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 21% more annual revenue ($4.81B vs $3.97B). PAYX leads profitability with a 26.6% profit margin vs -3.4%. PAYX appears more attractively valued with a PEG of 1.74. PAYX earns a higher WallStSmart Score of 65/100 (B-).
CRWD
Hold40
out of 100
Grade: D
PAYX
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Margin of Safety
-36.3%
Fair Value
$69.56
Current Price
$92.63
$23.07 premium
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 23.3% year-over-year
Every $100 of equity generates 40 in profit
Strong operational efficiency at 44.4%
Keeps 27 of every $100 in revenue as profit
19.9% revenue growth
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
Expensive relative to growth rate
Trading at 8.3x book value
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : PAYX
The strongest argument for PAYX centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 26.6% and operating margin at 44.4%. Revenue growth of 19.9% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : PAYX
The primary concerns for PAYX are PEG Ratio, Price/Book, Debt/Equity.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.07 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
PAYX generates stronger free cash flow (762M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PAYX scores higher overall (65/100 vs 40/100), backed by strong 26.6% margins and 19.9% 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 →Paychex Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Paychex, Inc. is an American provider of human resource, payroll, and benefits outsourcing services for small- to medium-sized businesses.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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