Crowdstrike Holdings Inc (CRWD)vsShoals Technologies Group Inc (SHLS)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
SHLS
Shoals Technologies Group Inc
$7.30
+2.67%
TECHNOLOGY · Cap: $1.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 818% more annual revenue ($5.40B vs $588.06M). SHLS leads profitability with a 5.4% profit margin vs 0.8%. SHLS appears more attractively valued with a PEG of 0.52. SHLS earns a higher WallStSmart Score of 57/100 (C).
CRWD
Hold43
out of 100
Grade: D
SHLS
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+51.2%
Fair Value
$20.06
Current Price
$7.30
$12.76 discount
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
Revenue surging 47.4% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 5.8% — below average capital efficiency
5.4% margin — thin
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 : SHLS
The strongest argument for SHLS centers on Revenue Growth, PEG Ratio, Price/Book. Revenue growth of 47.4% demonstrates continued momentum. PEG of 0.52 suggests the stock is reasonably priced for its growth.
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 : SHLS
The primary concerns for SHLS are P/E Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
CRWD profiles as a growth stock while SHLS is a hypergrowth play — different risk/reward profiles.
SHLS carries more volatility with a beta of 1.89 — expect wider price swings.
SHLS is growing revenue faster at 47.4% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
SHLS scores higher overall (57/100 vs 43/100) and 47.4% revenue growth. Both earn "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 →Shoals Technologies Group Inc
TECHNOLOGY · SOLAR · USA
Shoals Technologies Group, Inc. provides Electric Balance System (EBOS) solutions for solar energy projects in the United States. The company is headquartered in Portland, Tennessee.
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