Crowdstrike Holdings Inc (CRWD)vsSS&C Technologies Holdings Inc (SSNC)
CRWD
Crowdstrike Holdings Inc
$266.66
-2.07%
TECHNOLOGY · Cap: $232.83B
SSNC
SS&C Technologies Holdings Inc
$80.49
+0.34%
TECHNOLOGY · Cap: $18.82B
Smart Verdict
WallStSmart Research — data-driven comparison
SS&C Technologies Holdings Inc generates 24% more annual revenue ($6.69B vs $5.40B). SSNC leads profitability with a 12.8% profit margin vs 0.8%. SSNC appears more attractively valued with a PEG of 0.77. SSNC earns a higher WallStSmart Score of 64/100 (C+).
CRWD
Hold43
out of 100
Grade: D
SSNC
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+47.0%
Fair Value
$137.52
Current Price
$80.49
$57.03 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
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 24.2%
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
0.0% earnings growth
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
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 : SSNC
The strongest argument for SSNC centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 3789.8x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : SSNC
The primary concerns for SSNC are EPS Growth, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while SSNC is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.20 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
SSNC generates stronger free cash flow (418M), providing more financial flexibility.
Bottom Line
SSNC scores higher overall (64/100 vs 43/100). Both earn "Buy" 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 →SS&C Technologies Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SS&C Technologies Holdings, Inc. provides software products and software-enabled services to the healthcare and financial services industries. The company is headquartered in Windsor, Connecticut.
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