Crowdstrike Holdings Inc (CRWD)vsYext Inc (YEXT)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
YEXT
Yext Inc
$4.38
-2.45%
TECHNOLOGY · Cap: $584.66M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 978% more annual revenue ($4.81B vs $446.58M). YEXT leads profitability with a 8.5% profit margin vs -3.4%. YEXT earns a higher WallStSmart Score of 47/100 (D+).
CRWD
Hold40
out of 100
Grade: D
YEXT
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-1052.1%
Fair Value
$0.48
Current Price
$4.38
$3.90 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Every $100 of equity generates 24 in profit
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
0.0% earnings growth
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
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 : YEXT
The strongest argument for YEXT centers on Return on Equity. Revenue growth of 11.4% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : YEXT
The primary concerns for YEXT are EPS Growth, Market Cap, Debt/Equity. A P/E of 67.7x leaves little room for execution misses. Debt-to-equity of 1.59 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRWD profiles as a growth stock while YEXT 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
YEXT scores higher overall (47/100 vs 40/100) and 11.4% revenue growth. 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.
Yext Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Yext Inc. is a leader in digital knowledge management, offering cutting-edge solutions designed to enhance online visibility and engagement for businesses across multiple platforms. Utilizing advanced artificial intelligence and natural language processing, Yext delivers superior local search engine optimization and ensures data accuracy, allowing clients to maintain brand consistency in real-time. With a focus on serving a wide range of industries, Yext positions itself as an indispensable ally for organizations seeking to improve customer experiences and master the complexities of the ever-evolving digital landscape.
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