Crowdstrike Holdings Inc (CRWD)vsRush Enterprises A Inc (RUSHA)
CRWD
Crowdstrike Holdings Inc
$527.77
+4.36%
TECHNOLOGY · Cap: $128.72B
RUSHA
Rush Enterprises A Inc
$72.31
+1.42%
CONSUMER CYCLICAL · Cap: $5.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Rush Enterprises A Inc generates 51% more annual revenue ($7.27B vs $4.81B). RUSHA leads profitability with a 3.6% profit margin vs -3.4%. RUSHA appears more attractively valued with a PEG of 3.16. RUSHA earns a higher WallStSmart Score of 47/100 (D+).
CRWD
Hold40
out of 100
Grade: D
RUSHA
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.6%
Fair Value
$398.09
Current Price
$527.77
$129.68 premium
Margin of Safety
+55.8%
Fair Value
$164.81
Current Price
$72.31
$92.50 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
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 30.2x book value
3.6% margin — thin
Operating margin of 4.9%
Expensive relative to growth rate
Revenue declined 9.0%
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 : RUSHA
The strongest argument for RUSHA centers on Altman Z-Score, Price/Book.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : RUSHA
The primary concerns for RUSHA are Profit Margin, Operating Margin, PEG Ratio. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while RUSHA is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.06 — 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
RUSHA scores higher overall (47/100 vs 40/100). 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 →Rush Enterprises A Inc
CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA
Rush Enterprises, Inc. is an integrated retailer of commercial vehicles and related services in the United States. The company is headquartered in New Braunfels, Texas.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?