Crowdstrike Holdings Inc (CRWD)vsWex Inc (WEX)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
WEX
Wex Inc
$191.52
+0.78%
TECHNOLOGY · Cap: $6.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 93% more annual revenue ($5.40B vs $2.79B). WEX leads profitability with a 12.6% profit margin vs 0.8%. WEX appears more attractively valued with a PEG of 1.03. WEX earns a higher WallStSmart Score of 73/100 (B).
CRWD
Hold43
out of 100
Grade: D
WEX
Strong Buy73
out of 100
Grade: B
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 25.8% year-over-year
Earnings expanding 57.1% YoY
Every $100 of equity generates 24 in profit
Strong operational efficiency at 26.9%
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bull Case : WEX
The strongest argument for WEX centers on EPS Growth, Return on Equity, Operating Margin. Revenue growth of 14.2% demonstrates continued momentum. PEG of 1.03 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : WEX
The primary concerns for WEX are Piotroski F-Score, Free Cash Flow, Altman Z-Score. Debt-to-equity of 3.98 is elevated, increasing financial risk.
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 1.25 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
WEX scores higher overall (73/100 vs 43/100) and 14.2% revenue growth. 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.
Visit Website →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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