Crowdstrike Holdings Inc (CRWD)vsXunlei Ltd Adr (XNET)
CRWD
Crowdstrike Holdings Inc
$527.77
+4.36%
TECHNOLOGY · Cap: $128.72B
XNET
Xunlei Ltd Adr
$6.39
+1.43%
TECHNOLOGY · Cap: $401.02M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 945% more annual revenue ($4.81B vs $460.43M). XNET leads profitability with a 227.7% profit margin vs -3.4%. XNET appears more attractively valued with a PEG of 2.58. XNET earns a higher WallStSmart Score of 76/100 (B+).
CRWD
Hold40
out of 100
Grade: D
XNET
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.6%
Fair Value
$398.09
Current Price
$527.77
$129.68 premium
Margin of Safety
+66.4%
Fair Value
$17.32
Current Price
$6.39
$10.93 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
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 124 in profit
Keeps 228 of every $100 in revenue as profit
Revenue surging 69.7% year-over-year
Earnings expanding 11785.0% YoY
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 30.2x book value
Smaller company, higher risk/reward
Expensive relative to growth rate
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 : XNET
The strongest argument for XNET centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 227.7% and operating margin at 5.0%. Revenue growth of 69.7% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : XNET
The primary concerns for XNET are Market Cap, PEG Ratio.
Key Dynamics to Monitor
XNET carries more volatility with a beta of 1.13 — expect wider price swings.
XNET is growing revenue faster at 69.7% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
XNET scores higher overall (76/100 vs 40/100), backed by strong 227.7% margins and 69.7% 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 →Xunlei Ltd Adr
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · China
Xunlei Limited, operates an Internet platform for digital media content in the People's Republic of China. The company is headquartered in Shenzhen, the People's Republic of China.
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