Crowdstrike Holdings Inc (CRWD)vsQ2 Holdings (QTWO)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
QTWO
Q2 Holdings
$52.51
+4.69%
TECHNOLOGY · Cap: $3.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 505% more annual revenue ($4.81B vs $794.81M). QTWO leads profitability with a 6.5% profit margin vs -3.4%. CRWD appears more attractively valued with a PEG of 3.73. QTWO earns a higher WallStSmart Score of 50/100 (D+).
CRWD
Hold40
out of 100
Grade: D
QTWO
Hold50
out of 100
Grade: D+
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
+4.0%
Fair Value
$58.97
Current Price
$52.51
$6.46 discount
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
Earnings expanding 10802.0% YoY
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
6.5% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : QTWO
The strongest argument for QTWO centers on EPS Growth. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : QTWO
The primary concerns for QTWO are Profit Margin, PEG Ratio, P/E Ratio. A P/E of 65.6x leaves little room for execution misses.
Key Dynamics to Monitor
CRWD profiles as a growth stock while QTWO is a value play — different risk/reward profiles.
QTWO carries more volatility with a beta of 1.42 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
QTWO scores higher overall (50/100 vs 40/100) and 13.8% 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 →Q2 Holdings
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Q2 Holdings, Inc. provides cloud-based digital banking solutions to Community and Regional Financial Institutions (RCFIs) in the United States. The company is headquartered in Austin, Texas.
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