Crowdstrike Holdings Inc (CRWD)vsVeriSign Inc (VRSN)
CRWD
Crowdstrike Holdings Inc
$671.02
+1.48%
TECHNOLOGY · Cap: $195.73B
VRSN
VeriSign Inc
$294.92
+0.38%
TECHNOLOGY · Cap: $25.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 186% more annual revenue ($4.81B vs $1.68B). VRSN leads profitability with a 50.0% profit margin vs -3.4%. VRSN appears more attractively valued with a PEG of 3.38. VRSN earns a higher WallStSmart Score of 52/100 (C-).
CRWD
Hold40
out of 100
Grade: D
VRSN
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Intrinsic value data unavailable for VRSN.
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
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 68.4%
Conservative balance sheet, low leverage
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
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
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 : VRSN
The strongest argument for VRSN centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 50.0% and operating margin at 68.4%.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : VRSN
The primary concerns for VRSN are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
CRWD profiles as a growth stock while VRSN is a mature play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.06 — 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.
Bottom Line
VRSN scores higher overall (52/100 vs 40/100), backed by strong 50.0% margins. 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 →VeriSign Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Verisign Inc. is an American company based in Reston, Virginia, United States that operates a diverse array of network infrastructure, including two of the Internet's thirteen root nameservers. Verisign also offers a range of security services, including managed DNS, distributed denial-of-service (DDoS) attack mitigation and cyber-threat reporting.
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