Akamai Technologies Inc (AKAM)vsCrowdstrike Holdings Inc (CRWD)
AKAM
Akamai Technologies Inc
$106.79
-0.32%
TECHNOLOGY · Cap: $15.18B
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 25% more annual revenue ($5.40B vs $4.32B). AKAM leads profitability with a 9.5% profit margin vs 0.8%. AKAM appears more attractively valued with a PEG of 1.07. AKAM earns a higher WallStSmart Score of 48/100 (D+).
AKAM
Hold48
out of 100
Grade: D+
CRWD
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.2%
Fair Value
$152.06
Current Price
$106.79
$45.27 discount
Intrinsic value data unavailable for CRWD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Distress zone — elevated risk
Elevated debt levels
Weak financial health signals
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AKAM
PEG of 1.07 suggests the stock is reasonably priced for its growth.
Bull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bear Case : AKAM
The primary concerns for AKAM are P/E Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 1.97 is elevated, increasing financial risk.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
AKAM profiles as a value stock while CRWD is a growth play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.25 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
AKAM scores higher overall (48/100 vs 43/100). 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.
Akamai Technologies Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Akamai Technologies, Inc. is a global content delivery network (CDN), cybersecurity, and cloud service company, providing web and Internet security services.
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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