Crowdstrike Holdings Inc (CRWD)vsUrgent.ly Inc. Common Stock (ULY)
CRWD
Crowdstrike Holdings Inc
$455.64
+2.22%
TECHNOLOGY · Cap: $114.73B
ULY
Urgent.ly Inc. Common Stock
$5.38
0.00%
TECHNOLOGY · Cap: $11.79M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 3625% more annual revenue ($4.81B vs $129.19M). CRWD leads profitability with a -3.4% profit margin vs -15.8%. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
ULY
Avoid29
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13.9%
Fair Value
$400.18
Current Price
$455.64
$55.46 premium
Intrinsic value data unavailable for ULY.
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
Conservative balance sheet, low leverage
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 26.1x book value
3.9% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
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 : ULY
The strongest argument for ULY centers on Debt/Equity.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : ULY
The primary concerns for ULY are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
CRWD profiles as a growth stock while ULY is a turnaround play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.07 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (40/100 vs 29/100) and 23.3% revenue growth. Both earn "Hold" and "Avoid" 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 →Urgent.ly Inc. Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Urgent.ly Inc. is a cutting-edge leader in the on-demand roadside assistance and mobility services industry, leveraging an advanced technology platform to enhance consumer access to vehicle support. With an extensive network of service providers, the company improves customer experiences while boosting operational efficiencies in a dynamic market. As a pioneer in digital solutions for roadside assistance, Urgent.ly is well-positioned to seize growth opportunities driven by an increasing demand for real-time, app-based automotive services. Its unwavering commitment to innovation and a customer-centric approach places Urgent.ly in a strong position to expand its market presence and sustain a competitive edge in the automotive services sector.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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