Avepoint Inc (AVPT)vsCrowdstrike Holdings Inc (CRWD)
AVPT
Avepoint Inc
$12.66
-0.94%
TECHNOLOGY · Cap: $2.74B
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1058% more annual revenue ($5.40B vs $466.15M). AVPT leads profitability with a 15.3% profit margin vs 0.8%. AVPT trades at a lower P/E of 43.2x. AVPT earns a higher WallStSmart Score of 54/100 (C-).
AVPT
Buy54
out of 100
Grade: C-
CRWD
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+24.4%
Fair Value
$13.97
Current Price
$12.66
$1.31 discount
Intrinsic value data unavailable for CRWD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 1100.0% YoY
Conservative balance sheet, low leverage
Revenue surging 22.0% year-over-year
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
Weak financial health signals
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : AVPT
The strongest argument for AVPT centers on EPS Growth, Debt/Equity, Revenue Growth. Profitability is solid with margins at 15.3% and operating margin at 8.2%. Revenue growth of 22.0% demonstrates continued momentum.
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 : AVPT
The primary concerns for AVPT are Piotroski F-Score, P/E Ratio, Altman Z-Score. A P/E of 43.2x leaves little room for execution misses.
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
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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AVPT scores higher overall (54/100 vs 43/100), backed by strong 15.3% margins and 22.0% 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.
Avepoint Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
AvePoint Inc. (AVPT) stands out as a leading provider of advanced data management solutions, specifically designed for Microsoft 365 and other collaboration platforms, with a focus on governance, compliance, and data protection. The company leverages innovative technologies to enhance operational efficiency while ensuring the security of critical data assets, catering to the increasing demands of digital transformation. With its diverse and comprehensive product offerings, AvePoint is well-positioned to capitalize on the growing market for data management solutions, presenting a compelling investment opportunity for institutional investors seeking growth in the technology sector.
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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