Crowdstrike Holdings Inc (CRWD)vsRoper Technologies Inc (ROP)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
ROP
Roper Technologies Inc
$388.52
-0.02%
TECHNOLOGY · Cap: $39.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Roper Technologies Inc generates 53% more annual revenue ($8.28B vs $5.40B). ROP leads profitability with a 30.2% profit margin vs 0.8%. ROP appears more attractively valued with a PEG of 1.60. ROP earns a higher WallStSmart Score of 70/100 (B-).
CRWD
Hold43
out of 100
Grade: D
ROP
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-6.1%
Fair Value
$314.50
Current Price
$388.52
$74.02 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Keeps 30 of every $100 in revenue as profit
Earnings expanding 233.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 27.7%
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bull Case : ROP
The strongest argument for ROP centers on Profit Margin, EPS Growth, P/E Ratio. Profitability is solid with margins at 30.2% and operating margin at 27.7%.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : ROP
The primary concerns for ROP are PEG Ratio, 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 1.25 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
ROP generates stronger free cash flow (459M), providing more financial flexibility.
Bottom Line
ROP scores higher overall (70/100 vs 43/100), backed by strong 30.2% margins. 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
Want to dig deeper into these stocks?