Crowdstrike Holdings Inc (CRWD)vsRoper Technologies Inc (ROP)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
ROP
Roper Technologies Inc
$354.81
-0.33%
TECHNOLOGY · Cap: $36.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Roper Technologies Inc generates 69% more annual revenue ($8.12B vs $4.81B). ROP leads profitability with a 21.1% profit margin vs -3.4%. ROP appears more attractively valued with a PEG of 1.45. ROP earns a higher WallStSmart Score of 74/100 (B).
CRWD
Hold40
out of 100
Grade: D
ROP
Strong Buy74
out of 100
Grade: B
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
+5.4%
Fair Value
$352.69
Current Price
$354.81
$2.12 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 59.2% YoY
Keeps 21 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 27.2%
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
Grey zone — moderate 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 : ROP
The strongest argument for ROP centers on EPS Growth, Profit Margin, Price/Book. Profitability is solid with margins at 21.1% and operating margin at 27.2%. Revenue growth of 11.3% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : ROP
The primary concerns for ROP are Altman Z-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while ROP is a mature play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.07 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
ROP generates stronger free cash flow (578M), providing more financial flexibility.
Bottom Line
ROP scores higher overall (74/100 vs 40/100), backed by strong 21.1% margins and 11.3% revenue growth. 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.
Visit Website →Roper Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Roper Technologies, Inc. (formerly Roper Industries, Inc.) is an American diversified industrial company that produces engineered products for global niche markets. The company is headquartered in Sarasota, Florida.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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