Crowdstrike Holdings Inc (CRWD)vsDigitalOcean Holdings Inc (DOCN)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
DOCN
DigitalOcean Holdings Inc
$87.00
+2.45%
TECHNOLOGY · Cap: $7.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 434% more annual revenue ($4.81B vs $901.43M). DOCN leads profitability with a 28.8% profit margin vs -3.4%. DOCN appears more attractively valued with a PEG of 1.54. DOCN earns a higher WallStSmart Score of 56/100 (C).
CRWD
Hold40
out of 100
Grade: D
DOCN
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+47.1%
Fair Value
$117.94
Current Price
$87.00
$30.94 discount
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 90.1% YoY
Conservative balance sheet, low leverage
Keeps 29 of every $100 in revenue as profit
18.3% 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
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of -38.7% — below average capital efficiency
Negative free cash flow — burning cash
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 : DOCN
The strongest argument for DOCN centers on EPS Growth, Debt/Equity, Profit Margin. Profitability is solid with margins at 28.8% and operating margin at 16.0%. Revenue growth of 18.3% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : DOCN
The primary concerns for DOCN are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
DOCN carries more volatility with a beta of 1.76 — 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
DOCN scores higher overall (56/100 vs 40/100), backed by strong 28.8% margins and 18.3% 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.
DigitalOcean Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
DigitalOcean Holdings, Inc. operates a cloud computing platform that provides platform infrastructure and tools for developers, startups, and small and medium-sized businesses in North America, Europe, Asia, and internationally. The company is headquartered in New York, New York.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?