Crowdstrike Holdings Inc (CRWD)vsFatPipe, Inc. Common Stock (FATN)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.26%
TECHNOLOGY · Cap: $195.73B
FATN
FatPipe, Inc. Common Stock
$6.50
-5.39%
TECHNOLOGY · Cap: $85.97M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 24952% more annual revenue ($4.81B vs $19.21M). FATN leads profitability with a 25.9% profit margin vs -3.4%. FATN earns a higher WallStSmart Score of 63/100 (C+).
CRWD
Hold40
out of 100
Grade: D
FATN
Buy63
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
Intrinsic value data unavailable for FATN.
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
Strong operational efficiency at 30.2%
Revenue surging 90.4% year-over-year
Earnings expanding 327.7% YoY
Safe zone — low bankruptcy risk
Keeps 26 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Smaller company, higher risk/reward
Negative free cash flow — burning cash
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 : FATN
The strongest argument for FATN centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 25.9% and operating margin at 30.2%. Revenue growth of 90.4% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : FATN
The primary concerns for FATN are Market Cap, Free Cash Flow.
Key Dynamics to Monitor
FATN is growing revenue faster at 90.4% — 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
FATN scores higher overall (63/100 vs 40/100), backed by strong 25.9% margins and 90.4% 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 →FatPipe, Inc. Common Stock
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
FatPipe, Inc. develops secure software-defined wide area network (SD-WAN), secure access service edge (SASE), and network monitoring service (NMS) software solutions for organizations in the United States and internationally. The company is headquartered in Salt Lake City, Utah.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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