Crowdstrike Holdings Inc (CRWD)vsDlocal Ltd (DLO)
CRWD
Crowdstrike Holdings Inc
$179.38
+3.26%
TECHNOLOGY · Cap: $191.86B
DLO
Dlocal Ltd
$14.59
-1.95%
TECHNOLOGY · Cap: $4.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 320% more annual revenue ($5.09B vs $1.21B). DLO leads profitability with a 15.9% profit margin vs -0.6%. DLO earns a higher WallStSmart Score of 55/100 (C).
CRWD
Hold39
out of 100
Grade: F
DLO
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$179.38
$79.64 premium
Margin of Safety
+79.7%
Fair Value
$63.29
Current Price
$14.59
$48.70 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
Every $100 of equity generates 35 in profit
Revenue surging 54.9% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 39.4x book value
ROE of -0.5% — below average capital efficiency
Earnings declined 6.7%
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 : DLO
The strongest argument for DLO centers on Return on Equity, Revenue Growth, Debt/Equity. Profitability is solid with margins at 15.9% and operating margin at 15.7%. Revenue growth of 54.9% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : DLO
The primary concerns for DLO are EPS Growth.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.24 — expect wider price swings.
DLO is growing revenue faster at 54.9% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DLO scores higher overall (55/100 vs 39/100), backed by strong 15.9% margins and 54.9% revenue growth. 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.
Visit Website →Dlocal Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
DLocal Limited operates a worldwide payments platform. The company is headquartered in Montevideo, Uruguay.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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