Crowdstrike Holdings Inc (CRWD)vsCyberArk Software Ltd (CYBR)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
CYBR
CyberArk Software Ltd
$408.85
0.00%
TECHNOLOGY · Cap: $20.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 254% more annual revenue ($4.81B vs $1.36B). CRWD leads profitability with a -3.4% profit margin vs -10.8%. CRWD appears more attractively valued with a PEG of 3.37. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
CYBR
Hold37
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Earnings expanding 76.0% YoY
18.5% revenue growth
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Trading at 8.6x book value
Grey zone — moderate risk
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : CYBR
The strongest argument for CYBR centers on EPS Growth, Revenue Growth. Revenue growth of 18.5% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : CYBR
The primary concerns for CYBR are Price/Book, Altman Z-Score, Piotroski F-Score.
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 37/100) and 23.3% revenue growth. 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.
CyberArk Software Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
CyberArk Software Ltd., develops, markets and sells software-based security solutions and services in the United States, Europe, the Middle East, Africa, and internationally. The company is headquartered in Petah Tikva, Israel.
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