ACI Worldwide Inc (ACIW)vsCrowdstrike Holdings Inc (CRWD)
ACIW
ACI Worldwide Inc
$42.80
+1.04%
TECHNOLOGY · Cap: $4.60B
CRWD
Crowdstrike Holdings Inc
$671.02
+1.48%
TECHNOLOGY · Cap: $195.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 169% more annual revenue ($4.81B vs $1.79B). ACIW leads profitability with a 11.5% profit margin vs -3.4%. ACIW appears more attractively valued with a PEG of 1.78. ACIW earns a higher WallStSmart Score of 50/100 (C-).
ACIW
Buy50
out of 100
Grade: C-
CRWD
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.4%
Fair Value
$73.85
Current Price
$42.80
$31.05 discount
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
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
Expensive relative to growth rate
Earnings declined 32.7%
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ACIW
The strongest argument for ACIW centers on Price/Book.
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 : ACIW
The primary concerns for ACIW are PEG Ratio, EPS Growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
ACIW profiles as a value stock while CRWD is a growth play — different risk/reward profiles.
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.
Bottom Line
ACIW scores higher overall (50/100 vs 40/100). 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.
ACI Worldwide Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
ACI Worldwide, Inc., a software company, develops, markets, installs and supports a variety of software products and solutions to facilitate electronic payments to banks, financial intermediaries, merchants and invoice issuers globally. The company is headquartered in Naples, Florida.
Visit Website →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 →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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