Crowdstrike Holdings Inc (CRWD)vsSPS Commerce Inc (SPSC)
CRWD
Crowdstrike Holdings Inc
$235.38
+3.02%
TECHNOLOGY · Cap: $211.69B
SPSC
SPS Commerce Inc
$82.00
-1.25%
TECHNOLOGY · Cap: $2.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 599% more annual revenue ($5.40B vs $772.49M). SPSC leads profitability with a 10.1% profit margin vs 0.8%. SPSC appears more attractively valued with a PEG of 4.71. SPSC earns a higher WallStSmart Score of 46/100 (D+).
CRWD
Hold43
out of 100
Grade: D
SPSC
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+71.2%
Fair Value
$237.87
Current Price
$82.00
$155.88 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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
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
Expensive relative to growth rate
Earnings declined 63.9%
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 : SPSC
The strongest argument for SPSC centers on Debt/Equity, Altman Z-Score.
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 : SPSC
The primary concerns for SPSC are P/E Ratio, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while SPSC 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
SPSC scores higher overall (46/100 vs 43/100). 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 →SPS Commerce Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SPS Commerce, Inc. provides cloud-based supply chain management solutions globally. The company is headquartered in Minneapolis, Minnesota.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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