Crowdstrike Holdings Inc (CRWD)vsAtlassian Corp Plc (TEAM)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
TEAM
Atlassian Corp Plc
$68.59
-2.70%
TECHNOLOGY · Cap: $18.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Atlassian Corp Plc generates 20% more annual revenue ($5.76B vs $4.81B). TEAM leads profitability with a -3.3% profit margin vs -3.4%. TEAM appears more attractively valued with a PEG of 0.63. TEAM earns a higher WallStSmart Score of 52/100 (C-).
CRWD
Hold40
out of 100
Grade: D
TEAM
Buy52
out of 100
Grade: C-
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
+81.1%
Fair Value
$459.97
Current Price
$68.59
$391.38 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
Earnings expanding 172.2% YoY
Growing faster than its price suggests
Revenue surging 23.3% year-over-year
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
Trading at 11.5x book value
ROE of -13.5% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
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 : TEAM
The strongest argument for TEAM centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum. PEG of 0.63 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : TEAM
The primary concerns for TEAM are Price/Book, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.07 — expect wider price swings.
TEAM 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
TEAM scores higher overall (52/100 vs 40/100) and 23.3% revenue growth. 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 →Atlassian Corp Plc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Atlassian Corporation Plc designs, develops, licenses and maintains various software products worldwide. The company is headquartered in Sydney, Australia.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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