WallStSmart

Crowdstrike Holdings Inc (CRWD)vsRedCloud Holdings plc Ordinary Shares (RCT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Crowdstrike Holdings Inc generates 10395% more annual revenue ($5.09B vs $48.54M). CRWD leads profitability with a -0.6% profit margin vs -95.3%. CRWD earns a higher WallStSmart Score of 40/100 (D).

CRWD

Hold

40

out of 100

Grade: D

Growth: 9.3Profit: 2.0Value: 4.0Quality: 6.0
Piotroski: 2/9Altman Z: 1.00

RCT

Avoid

24

out of 100

Grade: F

Growth: 6.0Profit: 2.5Value: 5.0Quality: 4.5
Piotroski: 3/9Altman Z: -30.54

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CRWD4 strengths · Avg: 9.3/10
Market CapQuality
$217.81B10/10

Mega-cap, among the largest globally

EPS GrowthGrowth
533.0%10/10

Earnings expanding 533.0% YoY

Debt/EquityHealth
0.189/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
25.6%8/10

Revenue surging 25.6% year-over-year

RCT1 strengths · Avg: 10.0/10
Debt/EquityHealth
-1.7110/10

Conservative balance sheet, low leverage

Areas to Watch

CRWD4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
7.062/10

Expensive relative to growth rate

Price/BookValuation
47.0x2/10

Trading at 47.0x book value

Return on EquityProfitability
-0.5%2/10

ROE of -0.5% — below average capital efficiency

RCT4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$14.28M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : CRWD

The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.

Bull Case : RCT

The strongest argument for RCT centers on Debt/Equity.

Bear Case : CRWD

The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.

Bear Case : RCT

The primary concerns for RCT are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

CRWD profiles as a growth stock while RCT is a turnaround play — different risk/reward profiles.

CRWD is growing revenue faster at 25.6% — sustainability is the question.

CRWD generates stronger free cash flow (493M), providing more financial flexibility.

Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CRWD scores higher overall (40/100 vs 24/100) and 25.6% revenue growth. Both earn "Hold" and "Avoid" 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.

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RedCloud Holdings plc Ordinary Shares

TECHNOLOGY · SOFTWARE - APPLICATION · USA

RedCloud Holdings plc is a pioneering technology firm that is reshaping the payment and banking landscape through its state-of-the-art digital financial solutions. Focused on enhancing financial inclusivity, the company offers a robust platform facilitating seamless real-time transactions for businesses and consumers alike. By harnessing advanced technologies, including blockchain and artificial intelligence, RedCloud delivers secure and scalable services tailored to diverse market needs. Given its strategic positioning within the rapidly expanding digital economy and the growing global demand for efficient payment solutions, RedCloud represents a compelling investment opportunity for institutional investors.

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