Crowdstrike Holdings Inc (CRWD)vsDropbox Inc (DBX)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
DBX
Dropbox Inc
$22.70
-1.82%
TECHNOLOGY · Cap: $5.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 91% more annual revenue ($4.81B vs $2.52B). DBX leads profitability with a 20.2% profit margin vs -3.4%. CRWD appears more attractively valued with a PEG of 3.37. DBX earns a higher WallStSmart Score of 58/100 (C).
CRWD
Hold40
out of 100
Grade: D
DBX
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+72.0%
Fair Value
$87.05
Current Price
$22.70
$64.35 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Keeps 20 of every $100 in revenue as profit
Attractively priced relative to earnings
Strong operational efficiency at 24.9%
Earnings expanding 27.2% YoY
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Expensive relative to growth rate
Revenue declined 1.2%
Distress zone — elevated risk
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 : DBX
The strongest argument for DBX centers on Profit Margin, P/E Ratio, Operating Margin. Profitability is solid with margins at 20.2% and operating margin at 24.9%.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : DBX
The primary concerns for DBX are PEG Ratio, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while DBX is a declining play — different risk/reward profiles.
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.
Bottom Line
DBX scores higher overall (58/100 vs 40/100), backed by strong 20.2% margins. Both earn "Buy" 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.
Dropbox Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Dropbox, Inc. provides a worldwide collaboration platform. The company is headquartered in San Francisco, California.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?