Crowdstrike Holdings Inc (CRWD)vsSapiens International Corporation NV (SPNS)
CRWD
Crowdstrike Holdings Inc
$206.74
+13.85%
TECHNOLOGY · Cap: $211.69B
SPNS
Sapiens International Corporation NV
$43.45
0.00%
TECHNOLOGY · Cap: $2.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 856% more annual revenue ($5.40B vs $564.33M). CRWD leads profitability with a 0.8% profit margin vs 0.1%. SPNS appears more attractively valued with a PEG of 5.92. SPNS earns a higher WallStSmart Score of 43/100 (D).
CRWD
Hold43
out of 100
Grade: D
SPNS
Hold43
out of 100
Grade: D
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
No standout strengths identified
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
0.1% revenue growth
ROE of 0.1% — below average capital efficiency
0.1% 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 : SPNS
SPNS has a balanced fundamental profile.
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 : SPNS
The primary concerns for SPNS are P/E Ratio, Revenue Growth, Return on Equity. Thin 0.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while SPNS is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.25 — 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 43/100) and 25.8% revenue growth. 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 →Sapiens International Corporation NV
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Sapiens International Corporation NV provides software solutions for the insurance and financial services industries in North America, Europe, Asia Pacific, and South Africa. The company is headquartered in Holon, Israel.
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