Crowdstrike Holdings Inc (CRWD)vsTyler Technologies Inc (TYL)
CRWD
Crowdstrike Holdings Inc
$207.39
+3.39%
TECHNOLOGY · Cap: $215.08B
TYL
Tyler Technologies Inc
$312.45
+2.00%
TECHNOLOGY · Cap: $12.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 110% more annual revenue ($5.09B vs $2.43B). TYL leads profitability with a 13.4% profit margin vs -0.6%. TYL appears more attractively valued with a PEG of 1.49. TYL earns a higher WallStSmart Score of 55/100 (C).
CRWD
Hold40
out of 100
Grade: D
TYL
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+2.6%
Fair Value
$348.17
Current Price
$312.45
$35.72 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 25.6% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 45.6x book value
ROE of -0.5% — below average capital efficiency
ROE of 5.6% — below average capital efficiency
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : TYL
The strongest argument for TYL centers on Debt/Equity. PEG of 1.49 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : TYL
The primary concerns for TYL are Return on Equity, P/E Ratio. A P/E of 40.6x leaves little room for execution misses.
Key Dynamics to Monitor
CRWD profiles as a growth stock while TYL is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.23 — 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
TYL scores higher overall (55/100 vs 40/100). 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 →Tyler Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Tyler Technologies, Inc., based in Plano, Texas, is the largest provider of software to the United States public sector.
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