Crowdstrike Holdings Inc (CRWD)vsSmartRent Inc (SMRT)
CRWD
Crowdstrike Holdings Inc
$206.74
+13.85%
TECHNOLOGY · Cap: $211.69B
SMRT
SmartRent Inc
$1.16
0.00%
TECHNOLOGY · Cap: $254.84M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 3469% more annual revenue ($5.40B vs $151.20M). CRWD leads profitability with a 0.8% profit margin vs -13.0%. CRWD earns a higher WallStSmart Score of 43/100 (D).
CRWD
Hold43
out of 100
Grade: D
SMRT
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+58.8%
Fair Value
$3.91
Current Price
$1.16
$2.75 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
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
4.0% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
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 : SMRT
The strongest argument for SMRT centers on Price/Book, Debt/Equity.
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 : SMRT
The primary concerns for SMRT are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
CRWD profiles as a growth stock while SMRT is a turnaround play — different risk/reward profiles.
SMRT carries more volatility with a beta of 1.56 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (43/100 vs 32/100) and 25.8% revenue growth. SMRT offers better value entry with a 58.8% margin of safety. Both earn "Hold" and "Avoid" 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 →SmartRent Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SmartRent, Inc., an enterprise software company, provides an integrated operating system for smart homes to residential property owners and operators, home builders, institutional home buyers, developers and residents of the United States. The company is headquartered in Scottsdale, Arizona.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?