Crowdstrike Holdings Inc (CRWD)vsPDF Solutions Inc (PDFS)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.38%
TECHNOLOGY · Cap: $176.39B
PDFS
PDF Solutions Inc
$56.39
-0.63%
TECHNOLOGY · Cap: $2.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 2102% more annual revenue ($5.09B vs $231.38M). PDFS leads profitability with a 3.1% profit margin vs -0.6%. PDFS appears more attractively valued with a PEG of 4.19. CRWD earns a higher WallStSmart Score of 39/100 (F).
CRWD
Hold39
out of 100
Grade: F
PDFS
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-72.9%
Fair Value
$396.04
Current Price
$671.02
$274.98 premium
Intrinsic value data unavailable for PDFS.
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
Conservative balance sheet, low leverage
Revenue surging 25.9% year-over-year
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 36.9x book value
ROE of -0.5% — below average capital efficiency
Trading at 8.0x book value
Distress zone — elevated risk
ROE of 2.6% — below average capital efficiency
3.1% margin — thin
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 : PDFS
The strongest argument for PDFS centers on Debt/Equity, Revenue Growth. Revenue growth of 25.9% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : PDFS
The primary concerns for PDFS are Price/Book, Altman Z-Score, Return on Equity. A P/E of 356.3x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
PDFS carries more volatility with a beta of 1.71 — expect wider price swings.
PDFS is growing revenue faster at 25.9% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRWD scores higher overall (39/100 vs 35/100) and 25.6% 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 →PDF Solutions Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
PDF Solutions, Inc. provides proprietary software and physical intellectual property products for integrated circuit designs, electrical measurement equipment, proven methodologies, and professional services in the United States, China, Taiwan, and internationally. The company is headquartered in Santa Clara, California.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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