Crowdstrike Holdings Inc (CRWD)vsRapid7 Inc (RPD)
CRWD
Crowdstrike Holdings Inc
$179.38
+3.26%
TECHNOLOGY · Cap: $191.86B
RPD
Rapid7 Inc
$9.48
+0.96%
TECHNOLOGY · Cap: $798.63M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 493% more annual revenue ($5.09B vs $859.23M). RPD leads profitability with a 2.6% profit margin vs -0.6%. RPD appears more attractively valued with a PEG of 0.65. RPD earns a higher WallStSmart Score of 49/100 (D+).
CRWD
Hold39
out of 100
Grade: F
RPD
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$179.38
$79.64 premium
Margin of Safety
+88.5%
Fair Value
$64.44
Current Price
$9.48
$54.96 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 25.6% year-over-year
Growing faster than its price suggests
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 39.4x book value
ROE of -0.5% — below average capital efficiency
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
2.6% margin — thin
Operating margin of 0.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : RPD
The strongest argument for RPD centers on PEG Ratio. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : RPD
The primary concerns for RPD are P/E Ratio, Market Cap, Profit Margin. Debt-to-equity of 5.52 is elevated, increasing financial risk. Thin 2.6% 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 1.24 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
RPD scores higher overall (49/100 vs 39/100). Both earn "Hold" 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 →Rapid7 Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Rapid7, Inc. provides cyber security solutions. The company is headquartered in Boston, Massachusetts.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?