Airbnb Inc (ABNB)vsCrowdstrike Holdings Inc (CRWD)
ABNB
Airbnb Inc
$141.49
+0.73%
CONSUMER CYCLICAL · Cap: $83.51B
CRWD
Crowdstrike Holdings Inc
$527.77
+4.36%
TECHNOLOGY · Cap: $128.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Airbnb Inc generates 154% more annual revenue ($12.24B vs $4.81B). ABNB leads profitability with a 20.5% profit margin vs -3.4%. ABNB appears more attractively valued with a PEG of 1.31. ABNB earns a higher WallStSmart Score of 58/100 (C).
ABNB
Buy58
out of 100
Grade: C
CRWD
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+41.6%
Fair Value
$240.68
Current Price
$141.49
$99.19 discount
Margin of Safety
-27.0%
Fair Value
$398.25
Current Price
$527.77
$129.52 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 30 in profit
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Earnings expanding 533.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 23.3% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.4x book value
Earnings declined 23.7%
Distress zone — elevated risk
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 30.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ABNB
The strongest argument for ABNB centers on Return on Equity, Market Cap, Profit Margin. Profitability is solid with margins at 20.5% and operating margin at 9.7%. Revenue growth of 12.0% demonstrates continued momentum.
Bull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 23.3% demonstrates continued momentum.
Bear Case : ABNB
The primary concerns for ABNB are P/E Ratio, Price/Book, EPS Growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
ABNB profiles as a mature stock while CRWD is a growth play — different risk/reward profiles.
ABNB carries more volatility with a beta of 1.21 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
ABNB generates stronger free cash flow (519M), providing more financial flexibility.
Bottom Line
ABNB scores higher overall (58/100 vs 40/100), backed by strong 20.5% margins and 12.0% 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.
Airbnb Inc
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Airbnb, Inc. is an American company that operates an online marketplace for lodging, primarily homestays for vacation rentals, and tourism activities, based in San Francisco, California.
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.
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