Crowdstrike Holdings Inc (CRWD)vsClear Secure Inc (YOU)
CRWD
Crowdstrike Holdings Inc
$671.02
+1.48%
TECHNOLOGY · Cap: $195.73B
YOU
Clear Secure Inc
$54.52
+0.07%
TECHNOLOGY · Cap: $6.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 411% more annual revenue ($4.81B vs $942.41M). YOU leads profitability with a 13.0% profit margin vs -3.4%. YOU earns a higher WallStSmart Score of 60/100 (C+).
CRWD
Hold40
out of 100
Grade: D
YOU
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Intrinsic value data unavailable for YOU.
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
Every $100 of equity generates 66 in profit
Strong operational efficiency at 24.5%
19.7% revenue growth
Earnings expanding 47.3% YoY
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Premium valuation, high expectations priced in
Trading at 30.1x book value
Distress zone — elevated risk
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 : YOU
The strongest argument for YOU centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 19.7% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : YOU
The primary concerns for YOU are P/E Ratio, Price/Book, Altman Z-Score. A P/E of 40.2x leaves little room for execution misses.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.06 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — 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
YOU scores higher overall (60/100 vs 40/100) and 19.7% revenue growth. Both earn "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 →Clear Secure Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Clear Secure, Inc. is focused on operating as a holding company for Alclear Holdings LLC providing a member-centric secure identity platform using biometric data in the United States. The company is headquartered in New York, New York.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?