Crowdstrike Holdings Inc (CRWD)vsWeRide Inc. American Depositary Shares (WRD)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
WRD
WeRide Inc. American Depositary Shares
$7.48
-4.35%
TECHNOLOGY · Cap: $2.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 603% more annual revenue ($4.81B vs $684.59M). CRWD leads profitability with a -3.4% profit margin vs -241.7%. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
WRD
Hold35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Margin of Safety
+24.5%
Fair Value
$10.00
Current Price
$7.48
$2.52 discount
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
Revenue surging 123.0% year-over-year
Reasonable price relative to book value
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
0.0% earnings growth
ROE of -22.1% — below average capital efficiency
Currently unprofitable
Operating margin of -182.7%
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 : WRD
The strongest argument for WRD centers on Revenue Growth, Price/Book. Revenue growth of 123.0% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : WRD
The primary concerns for WRD are EPS Growth, Return on Equity, Profit Margin.
Key Dynamics to Monitor
CRWD profiles as a growth stock while WRD is a hypergrowth play — different risk/reward profiles.
WRD is growing revenue faster at 123.0% — sustainability is the question.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRWD scores higher overall (40/100 vs 35/100) and 23.3% revenue growth. WRD offers better value entry with a 24.5% margin of safety. Both earn "Hold" 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 →WeRide Inc. American Depositary Shares
TECHNOLOGY · SOFTWARE - APPLICATION · USA
WeRide, Inc. is a China-based company founded in 2017 and headquartered in Guangzhou. It focuses on developing and selling autonomous vehicles—such as robotaxis, robobuses, and robosweepers—along with related sensor technologies.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?