Crowdstrike Holdings Inc (CRWD)vsSpruce Power Holding Corp (SPRU)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
SPRU
Spruce Power Holding Corp
$3.33
-0.89%
TECHNOLOGY · Cap: $62.86M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 4204% more annual revenue ($4.81B vs $111.81M). CRWD leads profitability with a -3.4% profit margin vs -23.3%. SPRU earns a higher WallStSmart Score of 42/100 (D).
CRWD
Hold40
out of 100
Grade: D
SPRU
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Margin of Safety
+88.8%
Fair Value
$35.92
Current Price
$3.33
$32.59 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
Reasonable price relative to book value
18.8% revenue growth
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -19.2% — below average capital efficiency
Negative free cash flow — burning cash
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 : SPRU
The strongest argument for SPRU centers on Price/Book, Revenue Growth. Revenue growth of 18.8% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : SPRU
The primary concerns for SPRU are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
SPRU carries more volatility with a beta of 1.35 — 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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SPRU scores higher overall (42/100 vs 40/100) and 18.8% 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 →Spruce Power Holding Corp
TECHNOLOGY · SOLAR · USA
XL Fleet Corporation. The company is headquartered in Boston, Massachusetts.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?