Appian Corp (APPN)vsCrowdstrike Holdings Inc (CRWD)
APPN
Appian Corp
$24.73
+0.65%
TECHNOLOGY · Cap: $1.76B
CRWD
Crowdstrike Holdings Inc
$671.02
-1.26%
TECHNOLOGY · Cap: $195.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 531% more annual revenue ($4.81B vs $762.69M). APPN leads profitability with a 0.1% profit margin vs -3.4%. CRWD earns a higher WallStSmart Score of 40/100 (D).
APPN
Avoid34
out of 100
Grade: F
CRWD
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+71.8%
Fair Value
$83.16
Current Price
$24.73
$58.43 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
Conservative balance sheet, low leverage
Revenue surging 21.5% year-over-year
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
0.0% earnings growth
Smaller company, higher risk/reward
0.1% margin — thin
Operating margin of 1.6%
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 : APPN
The strongest argument for APPN centers on Debt/Equity, Revenue Growth. Revenue growth of 21.5% 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 : APPN
The primary concerns for APPN are EPS Growth, Market Cap, Profit Margin. A P/E of 1200.5x leaves little room for execution misses. Thin 0.1% margins leave little buffer for downturns.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
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
CRWD scores higher overall (40/100 vs 34/100) and 23.3% revenue growth. APPN offers better value entry with a 71.8% margin of safety. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Appian Corp
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Appian Corporation provides a low-code automation platform in the United States and internationally. The company is headquartered in McLean, Virginia.
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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