Crowdstrike Holdings Inc (CRWD)vsPalantir Technologies Inc. (PLTR)
CRWD
Crowdstrike Holdings Inc
$455.64
+2.22%
TECHNOLOGY · Cap: $115.56B
PLTR
Palantir Technologies Inc.
$144.07
+3.57%
TECHNOLOGY · Cap: $333.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 8% more annual revenue ($4.81B vs $4.48B). PLTR leads profitability with a 36.3% profit margin vs -3.4%. PLTR appears more attractively valued with a PEG of 2.84. PLTR earns a higher WallStSmart Score of 73/100 (B).
CRWD
Hold40
out of 100
Grade: D
PLTR
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-17.3%
Fair Value
$400.18
Current Price
$455.64
$55.46 premium
Intrinsic value data unavailable for PLTR.
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
Mega-cap, among the largest globally
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 40.9%
Revenue surging 70.0% year-over-year
Earnings expanding 648.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 26.1x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 46.6x book value
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 : PLTR
The strongest argument for PLTR centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 36.3% and operating margin at 40.9%. Revenue growth of 70.0% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 220.8x leaves little room for execution misses.
Key Dynamics to Monitor
PLTR carries more volatility with a beta of 1.67 — expect wider price swings.
PLTR is growing revenue faster at 70.0% — sustainability is the question.
PLTR generates stronger free cash flow (764M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLTR scores higher overall (73/100 vs 40/100), backed by strong 36.3% margins and 70.0% 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 →Palantir Technologies Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palantir Technologies Inc. creates and implements software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company is headquartered in Denver, Colorado.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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