Crowdstrike Holdings Inc (CRWD)vsFatPipe, Inc. Common Stock (FATN)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
FATN
FatPipe, Inc. Common Stock
$5.61
+0.45%
TECHNOLOGY · Cap: $86.89M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 26477% more annual revenue ($5.40B vs $20.30M). FATN leads profitability with a 26.8% profit margin vs 0.8%. FATN trades at a lower P/E of 15.4x. FATN earns a higher WallStSmart Score of 57/100 (C).
CRWD
Hold43
out of 100
Grade: D
FATN
Buy57
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Earnings expanding 74.0% YoY
Safe zone — low bankruptcy risk
Keeps 27 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
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 Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bull Case : FATN
The strongest argument for FATN centers on EPS Growth, Altman Z-Score, Profit Margin. Profitability is solid with margins at 26.8% and operating margin at 17.9%. Revenue growth of 27.8% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : FATN
The primary concerns for FATN are Market Cap, Free Cash Flow.
Key Dynamics to Monitor
FATN is growing revenue faster at 27.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FATN scores higher overall (57/100 vs 43/100), backed by strong 26.8% margins and 27.8% 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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