Crowdstrike Holdings Inc (CRWD)vsPDF Solutions Inc (PDFS)
CRWD
Crowdstrike Holdings Inc
$259.67
-2.90%
TECHNOLOGY · Cap: $268.77B
PDFS
PDF Solutions Inc
$47.88
+3.49%
TECHNOLOGY · Cap: $2.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 2137% more annual revenue ($5.40B vs $241.18M). PDFS leads profitability with a 4.3% profit margin vs 0.8%. PDFS appears more attractively valued with a PEG of 4.19. CRWD earns a higher WallStSmart Score of 43/100 (D).
CRWD
Hold43
out of 100
Grade: D
PDFS
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-68.5%
Fair Value
$28.74
Current Price
$47.88
$19.14 premium
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
Earnings expanding 241.6% YoY
Conservative balance sheet, low leverage
18.9% revenue growth
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
ROE of 2.6% — below average capital efficiency
4.3% margin — thin
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 : PDFS
The strongest argument for PDFS centers on EPS Growth, Debt/Equity, Revenue Growth. Revenue growth of 18.9% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 8749.7x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : PDFS
The primary concerns for PDFS are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 186.3x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
PDFS carries more volatility with a beta of 1.63 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — 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 41/100) and 25.8% revenue growth. Both earn "Hold" 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 →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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