Avepoint Inc (AVPT)vsCrowdstrike Holdings Inc (CRWD)
AVPT
Avepoint Inc
$9.68
+0.73%
TECHNOLOGY · Cap: $2.08B
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1047% more annual revenue ($4.81B vs $419.50M). AVPT leads profitability with a 8.3% profit margin vs -3.4%. AVPT earns a higher WallStSmart Score of 52/100 (C-).
AVPT
Buy52
out of 100
Grade: C-
CRWD
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-50.4%
Fair Value
$7.02
Current Price
$9.68
$2.66 premium
Intrinsic value data unavailable for CRWD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 500.0% YoY
Revenue surging 28.6% year-over-year
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AVPT
The strongest argument for AVPT centers on EPS Growth, Revenue Growth. Revenue growth of 28.6% demonstrates continued momentum.
Bull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bear Case : AVPT
The primary concerns for AVPT are P/E Ratio. A P/E of 64.1x leaves little room for execution misses.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
AVPT carries more volatility with a beta of 1.17 — expect wider price swings.
AVPT is growing revenue faster at 28.6% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AVPT scores higher overall (52/100 vs 40/100) and 28.6% 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.
Avepoint Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
AvePoint Inc. (AVPT) is a leading provider of advanced data management solutions designed for Microsoft 365 and various collaboration platforms, focusing on governance, compliance, and data protection. Established to facilitate organizations' digital transformation, AvePoint offers a comprehensive suite of products that enhance productivity while ensuring effective data management across multiple sectors. By emphasizing security and continuous innovation, the company is well-positioned to meet the growing demand for resilient data management solutions amid the ongoing shift towards cloud technologies. With a robust customer-centric strategy, AvePoint is set for sustained growth in an increasingly digital landscape.
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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