Crowdstrike Holdings Inc (CRWD)vsSPS Commerce Inc (SPSC)
CRWD
Crowdstrike Holdings Inc
$190.86
+3.04%
TECHNOLOGY · Cap: $191.86B
SPSC
SPS Commerce Inc
$73.39
+11.48%
TECHNOLOGY · Cap: $2.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 559% more annual revenue ($5.09B vs $772.49M). SPSC leads profitability with a 10.1% profit margin vs -0.6%. SPSC appears more attractively valued with a PEG of 4.55. SPSC earns a higher WallStSmart Score of 49/100 (D+).
CRWD
Hold39
out of 100
Grade: F
SPSC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$190.86
$91.12 premium
Margin of Safety
+71.5%
Fair Value
$240.12
Current Price
$73.39
$166.73 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 25.6% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 41.9x book value
ROE of -0.5% — below average capital efficiency
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Earnings declined 63.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : SPSC
The strongest argument for SPSC centers on Debt/Equity, Altman Z-Score, Price/Book.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : SPSC
The primary concerns for SPSC are P/E Ratio, Piotroski F-Score, PEG Ratio.
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 1.24 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
SPSC scores higher overall (49/100 vs 39/100). 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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