Confluent Inc (CFLT)vsCrowdstrike Holdings Inc (CRWD)
CFLT
Confluent Inc
$30.99
0.00%
TECHNOLOGY · Cap: $11.13B
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 312% more annual revenue ($4.81B vs $1.17B). CRWD leads profitability with a -3.4% profit margin vs -25.3%. CFLT appears more attractively valued with a PEG of 2.16. CRWD earns a higher WallStSmart Score of 40/100 (D).
CFLT
Avoid33
out of 100
Grade: F
CRWD
Hold40
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 20.5% year-over-year
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Areas to Watch
Expensive relative to growth rate
Trading at 9.4x book value
0.0% earnings growth
ROE of -27.7% — below average capital efficiency
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 : CFLT
The strongest argument for CFLT centers on Revenue Growth. Revenue growth of 20.5% 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 : CFLT
The primary concerns for CFLT are PEG Ratio, Price/Book, EPS Growth.
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 1.12 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — 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
CRWD scores higher overall (40/100 vs 33/100) and 23.3% revenue growth. 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.
Confluent Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Confluent, Inc. is dedicated to developing a cloud-native platform for data in motion that helps companies connect their applications with real-time streams in the United States and internationally. The company is headquartered in Mountain View, California.
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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