WallStSmart

Crowdstrike Holdings Inc (CRWD)vsUrgent.ly Inc. Common Stock (ULY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Crowdstrike Holdings Inc generates 3843% more annual revenue ($5.09B vs $129.19M). CRWD leads profitability with a -0.6% profit margin vs -15.8%. CRWD earns a higher WallStSmart Score of 39/100 (F).

CRWD

Hold

39

out of 100

Grade: F

Growth: 9.3Profit: 2.0Value: 3.0Quality: 6.0
Piotroski: 2/9Altman Z: 1.00

ULY

Avoid

29

out of 100

Grade: F

Growth: 3.3Profit: 2.5Value: 5.0Quality: 5.0
Piotroski: 4/9Altman Z: -3.23
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CRWDSignificantly Overvalued (-71.9%)

Margin of Safety

-71.9%

Fair Value

$395.29

Current Price

$671.02

$275.73 premium

UndervaluedFair: $395.29Overvalued

Intrinsic value data unavailable for ULY.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CRWD4 strengths · Avg: 9.0/10
EPS GrowthGrowth
533.0%10/10

Earnings expanding 533.0% YoY

Market CapQuality
$176.39B9/10

Large-cap with strong market position

Debt/EquityHealth
0.189/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
25.6%8/10

Revenue surging 25.6% year-over-year

ULY1 strengths · Avg: 10.0/10
Debt/EquityHealth
-1.3110/10

Conservative balance sheet, low leverage

Areas to Watch

CRWD4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
5.642/10

Expensive relative to growth rate

Price/BookValuation
36.9x2/10

Trading at 36.9x book value

Return on EquityProfitability
-0.1%2/10

ROE of -0.1% — below average capital efficiency

ULY4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
3.9%4/10

3.9% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$11.79M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : CRWD

The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.

Bull Case : ULY

The strongest argument for ULY centers on Debt/Equity.

Bear Case : CRWD

The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.

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 1.24 — 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

CRWD scores higher overall (39/100 vs 29/100) and 25.6% 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.

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Urgent.ly Inc. Common Stock

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Urgent.ly Inc. is a leading innovator in the on-demand roadside assistance and mobility services sector, utilizing a sophisticated technology platform to optimize consumer access to vehicle support. The company boasts a robust network of service providers, enhancing customer experiences while driving operational efficiencies in a fast-evolving market. As a pioneer in digital roadside assistance solutions, Urgent.ly is strategically positioned to capitalize on the growing demand for real-time, app-based automotive services. Its dedication to innovation and a customer-focused strategy ensure the company remains competitive and poised for sustained growth in the automotive services landscape.

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