Crowdstrike Holdings Inc (CRWD)vsEverCommerce Inc (EVCM)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
EVCM
EverCommerce Inc
$11.63
+7.49%
TECHNOLOGY · Cap: $2.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 717% more annual revenue ($4.81B vs $588.91M). EVCM leads profitability with a 3.0% profit margin vs -3.4%. EVCM appears more attractively valued with a PEG of 0.54. EVCM earns a higher WallStSmart Score of 49/100 (D+).
CRWD
Hold40
out of 100
Grade: D
EVCM
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-1402.9%
Fair Value
$0.68
Current Price
$11.63
$10.95 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
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 22.1x book value
0.0% earnings growth
ROE of 2.5% — below average capital efficiency
3.0% margin — thin
Premium valuation, high expectations priced in
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 : EVCM
The strongest argument for EVCM centers on PEG Ratio, Price/Book. PEG of 0.54 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 : EVCM
The primary concerns for EVCM are EPS Growth, Return on Equity, Profit Margin. A P/E of 116.3x leaves little room for execution misses. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while EVCM is a value 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
EVCM scores higher overall (49/100 vs 40/100). 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.
EverCommerce Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
EverCommerce Inc. provides integrated software-as-a-service solutions for small and medium-sized service-based businesses. The company is headquartered in Denver, Colorado.
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