Crowdstrike Holdings Inc (CRWD)vsProgress Software Corporation (PRGS)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
PRGS
Progress Software Corporation
$39.92
-1.70%
TECHNOLOGY · Cap: $1.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 438% more annual revenue ($5.40B vs $1.00B). PRGS leads profitability with a 8.9% profit margin vs 0.8%. PRGS appears more attractively valued with a PEG of 1.40. PRGS earns a higher WallStSmart Score of 63/100 (C+).
CRWD
Hold43
out of 100
Grade: D
PRGS
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+25.2%
Fair Value
$54.77
Current Price
$39.92
$14.85 discount
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 28.2% YoY
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Smaller company, higher risk/reward
Distress zone — elevated risk
Elevated debt levels
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 : PRGS
The strongest argument for PRGS centers on EPS Growth. PEG of 1.40 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : PRGS
The primary concerns for PRGS are Market Cap, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.62 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRWD profiles as a growth stock while PRGS is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.25 — 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.
Bottom Line
PRGS scores higher overall (63/100 vs 43/100). 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.
Visit Website →Progress Software Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Progress Software Corporation develops business applications. The company is headquartered in Bedford, Massachusetts.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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