Crowdstrike Holdings Inc (CRWD)vsAmdocs Ltd (DOX)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.26%
TECHNOLOGY · Cap: $195.73B
DOX
Amdocs Ltd
$60.09
-1.23%
TECHNOLOGY · Cap: $5.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 4% more annual revenue ($4.81B vs $4.62B). DOX leads profitability with a 11.8% profit margin vs -3.4%. DOX appears more attractively valued with a PEG of 0.76. DOX earns a higher WallStSmart Score of 64/100 (C+).
CRWD
Hold40
out of 100
Grade: D
DOX
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Margin of Safety
-29.6%
Fair Value
$54.05
Current Price
$60.09
$6.04 premium
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 23.3% year-over-year
Attractively priced relative to earnings
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
3.9% revenue growth
Earnings declined 11.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : DOX
The strongest argument for DOX centers on P/E Ratio, Altman Z-Score, PEG Ratio. PEG of 0.76 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 : DOX
The primary concerns for DOX are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while DOX is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.06 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
DOX scores higher overall (64/100 vs 40/100). 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 →Amdocs Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Amdocs Limited provides software and services to the world's communications, cable and satellite, entertainment and media industry service providers. The company is headquartered in Chesterfield, Missouri.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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