Crowdstrike Holdings Inc (CRWD)vsLiveramp Holdings Inc (RAMP)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
RAMP
Liveramp Holdings Inc
$25.52
-1.20%
TECHNOLOGY · Cap: $1.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 505% more annual revenue ($4.81B vs $795.57M). RAMP leads profitability with a 8.6% profit margin vs -3.4%. RAMP appears more attractively valued with a PEG of 0.59. RAMP earns a higher WallStSmart Score of 66/100 (B-).
CRWD
Hold40
out of 100
Grade: D
RAMP
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+52.3%
Fair Value
$48.67
Current Price
$25.52
$23.15 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Earnings expanding 275.1% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Smaller company, higher risk/reward
ROE of 7.2% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : RAMP
The strongest argument for RAMP centers on EPS Growth, PEG Ratio, Price/Book. PEG of 0.59 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : RAMP
The primary concerns for RAMP are Market Cap, Return on Equity.
Key Dynamics to Monitor
CRWD profiles as a growth stock while RAMP is a value play — different risk/reward profiles.
RAMP carries more volatility with a beta of 1.19 — 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
RAMP scores higher overall (66/100 vs 40/100). 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.
Liveramp Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
LiveRamp Holdings, Inc., a technology company, offers enterprise data connectivity platform solutions in the United States, Europe, and Asia-Pacific. The company is headquartered in San Francisco, California.
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