Crowdstrike Holdings Inc (CRWD)vsEndava Ltd (DAVA)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
DAVA
Endava Ltd
$4.44
-4.93%
TECHNOLOGY · Cap: $248.82M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 547% more annual revenue ($4.81B vs $743.90M). DAVA leads profitability with a -0.4% profit margin vs -3.4%. DAVA appears more attractively valued with a PEG of 0.45. DAVA earns a higher WallStSmart Score of 43/100 (D).
CRWD
Hold40
out of 100
Grade: D
DAVA
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-237.2%
Fair Value
$1.56
Current Price
$4.44
$2.88 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Smaller company, higher risk/reward
ROE of -0.5% — below average capital efficiency
Revenue declined 5.9%
Earnings declined 21.4%
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 : DAVA
The strongest argument for DAVA centers on PEG Ratio, Price/Book, Altman Z-Score. PEG of 0.45 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : DAVA
The primary concerns for DAVA are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while DAVA is a turnaround play — different risk/reward profiles.
DAVA carries more volatility with a beta of 1.30 — 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.
Bottom Line
DAVA 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.
Endava Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Endava plc provides technology services for clients in the consumer products, healthcare, logistics and retail sectors in Europe, Latin America and North America. The company is headquartered in London, United Kingdom.
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