Crowdstrike Holdings Inc (CRWD)vsWex Inc (WEX)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
WEX
Wex Inc
$151.32
-2.61%
TECHNOLOGY · Cap: $5.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 81% more annual revenue ($4.81B vs $2.66B). WEX leads profitability with a 11.4% profit margin vs -3.4%. WEX appears more attractively valued with a PEG of 1.44. WEX earns a higher WallStSmart Score of 73/100 (B).
CRWD
Hold40
out of 100
Grade: D
WEX
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+58.2%
Fair Value
$396.40
Current Price
$151.32
$245.08 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Earnings expanding 50.3% YoY
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Strong operational efficiency at 26.2%
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : WEX
The strongest argument for WEX centers on EPS Growth, Return on Equity, P/E Ratio. PEG of 1.44 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 : WEX
The primary concerns for WEX are Altman Z-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while WEX is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.12 — 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
WEX scores higher overall (73/100 vs 40/100). 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.
Wex Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
WEX Inc. offers financial technology services in North America, Asia Pacific, and Europe. The company is headquartered in Portland, Maine.
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