Crowdstrike Holdings Inc (CRWD)vsToast Inc (TOST)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.26%
TECHNOLOGY · Cap: $195.73B
TOST
Toast Inc
$24.64
-2.30%
TECHNOLOGY · Cap: $14.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Toast Inc generates 34% more annual revenue ($6.45B vs $4.81B). TOST leads profitability with a 6.4% profit margin vs -3.4%. TOST appears more attractively valued with a PEG of 0.24. TOST earns a higher WallStSmart Score of 67/100 (B-).
CRWD
Hold40
out of 100
Grade: D
TOST
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Margin of Safety
-8.6%
Fair Value
$25.81
Current Price
$24.64
$1.17 premium
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
Growing faster than its price suggests
Earnings expanding 123.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 21 in profit
Revenue surging 21.9% year-over-year
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Premium valuation, high expectations priced in
6.4% margin — thin
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 : TOST
The strongest argument for TOST centers on PEG Ratio, EPS Growth, Debt/Equity. Revenue growth of 21.9% demonstrates continued momentum. PEG of 0.24 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 : TOST
The primary concerns for TOST are P/E Ratio, Profit Margin.
Key Dynamics to Monitor
TOST carries more volatility with a beta of 1.76 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TOST scores higher overall (67/100 vs 40/100) and 21.9% revenue growth. Both earn "Strong 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 →Toast Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Toast, Inc. operates a cloud-based technology platform for the restaurant industry in the United States and Ireland. The company is headquartered in Boston, Massachusetts.
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