Crowdstrike Holdings Inc (CRWD)vsRapid7 Inc (RPD)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
RPD
Rapid7 Inc
$5.60
-1.93%
TECHNOLOGY · Cap: $415.79M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 460% more annual revenue ($4.81B vs $859.79M). RPD leads profitability with a 2.7% profit margin vs -3.4%. RPD appears more attractively valued with a PEG of 0.30. RPD earns a higher WallStSmart Score of 66/100 (B-).
CRWD
Hold40
out of 100
Grade: D
RPD
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+56.2%
Fair Value
$16.85
Current Price
$5.60
$11.25 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Growing faster than its price suggests
Every $100 of equity generates 27 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 39.0% YoY
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
0.5% revenue growth
Smaller company, higher risk/reward
2.7% margin — thin
Operating margin of 1.0%
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 : RPD
The strongest argument for RPD centers on PEG Ratio, Return on Equity, P/E Ratio. PEG of 0.30 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 : RPD
The primary concerns for RPD are Revenue Growth, Market Cap, Profit Margin. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while RPD is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.12 — 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
RPD 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.
Rapid7 Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Rapid7, Inc. provides cyber security solutions. The company is headquartered in Boston, Massachusetts.
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