Crowdstrike Holdings Inc (CRWD)vsDropbox Inc (DBX)
CRWD
Crowdstrike Holdings Inc
$671.02
+0.81%
TECHNOLOGY · Cap: $176.39B
DBX
Dropbox Inc
$27.52
+1.18%
TECHNOLOGY · Cap: $6.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 102% more annual revenue ($5.09B vs $2.53B). DBX leads profitability with a 18.7% profit margin vs -0.6%. CRWD appears more attractively valued with a PEG of 5.64. DBX earns a higher WallStSmart Score of 50/100 (D+).
CRWD
Hold39
out of 100
Grade: F
DBX
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-72.9%
Fair Value
$396.04
Current Price
$671.02
$274.98 premium
Margin of Safety
+13.9%
Fair Value
$28.36
Current Price
$27.52
$0.84 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 25.6% year-over-year
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Strong operational efficiency at 27.5%
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 36.9x book value
ROE of -0.5% — below average capital efficiency
0.8% revenue growth
Expensive relative to growth rate
Earnings declined 5.9%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : DBX
The strongest argument for DBX centers on Debt/Equity, P/E Ratio, Operating Margin. Profitability is solid with margins at 18.7% and operating margin at 27.5%.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : DBX
The primary concerns for DBX are Revenue Growth, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while DBX is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.24 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
DBX scores higher overall (50/100 vs 39/100), backed by strong 18.7% margins. 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 →Dropbox Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Dropbox, Inc. provides a worldwide collaboration platform. The company is headquartered in San Francisco, California.
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