Crowdstrike Holdings Inc (CRWD)vsXunlei Ltd Adr (XNET)
CRWD
Crowdstrike Holdings Inc
$193.98
+0.41%
TECHNOLOGY · Cap: $178.47B
XNET
Xunlei Ltd Adr
$5.64
-6.24%
TECHNOLOGY · Cap: $341.18M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 930% more annual revenue ($5.09B vs $494.81M). XNET leads profitability with a 176.7% profit margin vs -0.6%. XNET appears more attractively valued with a PEG of 2.58. XNET earns a higher WallStSmart Score of 75/100 (B+).
CRWD
Hold39
out of 100
Grade: F
XNET
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.1%
Fair Value
$396.83
Current Price
$193.98
$202.85 discount
Margin of Safety
+25.4%
Fair Value
$7.80
Current Price
$5.64
$2.16 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 25.6% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 73 in profit
Keeps 177 of every $100 in revenue as profit
Revenue surging 53.9% year-over-year
Earnings expanding 11785.0% YoY
Areas to Watch
Trading at 10.7x book value
Weak financial health signals
Expensive relative to growth rate
ROE of -0.5% — below average capital efficiency
Smaller company, higher risk/reward
Operating margin of 4.4%
Weak financial health signals
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 25.6% 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 176.7% and operating margin at 4.4%. Revenue growth of 53.9% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Price/Book, Piotroski F-Score, PEG Ratio.
Bear Case : XNET
The primary concerns for XNET are Market Cap, Operating Margin, Piotroski F-Score.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.24 — expect wider price swings.
XNET is growing revenue faster at 53.9% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
XNET scores higher overall (75/100 vs 39/100), backed by strong 176.7% margins and 53.9% revenue growth. CRWD offers better value entry with a 51.1% margin of safety. 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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