Crowdstrike Holdings Inc (CRWD)vsF5 Networks Inc (FFIV)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
FFIV
F5 Networks Inc
$297.86
+3.05%
TECHNOLOGY · Cap: $16.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 53% more annual revenue ($4.81B vs $3.14B). FFIV leads profitability with a 22.5% profit margin vs -3.4%. FFIV appears more attractively valued with a PEG of 1.89. FFIV earns a higher WallStSmart Score of 65/100 (B-).
CRWD
Hold40
out of 100
Grade: D
FFIV
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-3.4%
Fair Value
$273.49
Current Price
$297.86
$24.37 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Every $100 of equity generates 21 in profit
Keeps 23 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 26.0%
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
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 : FFIV
The strongest argument for FFIV centers on Return on Equity, Profit Margin, Debt/Equity. Profitability is solid with margins at 22.5% and operating margin at 26.0%.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : FFIV
The primary concerns for FFIV are PEG Ratio.
Key Dynamics to Monitor
CRWD profiles as a growth stock while FFIV is a mature 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
FFIV scores higher overall (65/100 vs 40/100), backed by strong 22.5% margins. Both earn "Strong 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.
F5 Networks Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
F5, Inc. is an American company that specializes in application delivery networking (ADN), application availability & performance, multi-cloud management, application security, network security, access & authorization and online fraud prevention. F5 is headquartered in Seattle, Washington, with additional development, manufacturing, and administrative offices worldwide.
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