Crowdstrike Holdings Inc (CRWD)vsRemitly Global Inc (RELY)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
RELY
Remitly Global Inc
$16.11
-0.31%
TECHNOLOGY · Cap: $3.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 194% more annual revenue ($4.81B vs $1.64B). RELY leads profitability with a 4.2% profit margin vs -3.4%. RELY earns a higher WallStSmart Score of 50/100 (C-).
CRWD
Hold40
out of 100
Grade: D
RELY
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+8.7%
Fair Value
$14.51
Current Price
$16.11
$1.60 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 309.3% YoY
Revenue surging 25.7% year-over-year
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
4.2% margin — thin
Premium valuation, high expectations priced in
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 : RELY
The strongest argument for RELY centers on EPS Growth, Revenue Growth. Revenue growth of 25.7% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : RELY
The primary concerns for RELY are Profit Margin, P/E Ratio. A P/E of 52.1x leaves little room for execution misses. Thin 4.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.12 — expect wider price swings.
RELY is growing revenue faster at 25.7% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RELY scores higher overall (50/100 vs 40/100) and 25.7% revenue growth. 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.
Remitly Global Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Real Industry, Inc. engages in aluminum smelting, processing, recycling, and alloying activities in the United States and internationally. The company is headquartered in Sherman Oaks, California.
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