Crowdstrike Holdings Inc (CRWD)vsCantaloupe Inc (CTLP)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.26%
TECHNOLOGY · Cap: $195.73B
CTLP
Cantaloupe Inc
$11.20
0.00%
TECHNOLOGY · Cap: $825.82M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1400% more annual revenue ($4.81B vs $320.82M). CTLP leads profitability with a 1.1% profit margin vs -3.4%. CRWD appears more attractively valued with a PEG of 6.45. CTLP earns a higher WallStSmart Score of 43/100 (D).
CRWD
Hold40
out of 100
Grade: D
CTLP
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Margin of Safety
+79.6%
Fair Value
$51.38
Current Price
$11.20
$40.18 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 533.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 23.3% year-over-year
Earnings expanding 201.7% YoY
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
4.3% revenue growth
Smaller company, higher risk/reward
ROE of 1.5% — below average capital efficiency
1.1% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : CTLP
The strongest argument for CTLP centers on EPS Growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : CTLP
The primary concerns for CTLP are Revenue Growth, Market Cap, Return on Equity. A P/E of 280.0x leaves little room for execution misses. Thin 1.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while CTLP is a value play — different risk/reward profiles.
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.
Bottom Line
CTLP scores higher overall (43/100 vs 40/100). 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.
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 →Cantaloupe Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Cantaloupe, Inc., a software and payments company, provides technology solutions for the underserved retail market. The company is headquartered in Malvern, Pennsylvania.
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