Crowdstrike Holdings Inc (CRWD)vsF5 Networks Inc (FFIV)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.26%
TECHNOLOGY · Cap: $195.73B
FFIV
F5 Networks Inc
$393.35
-3.75%
TECHNOLOGY · Cap: $22.35B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 49% more annual revenue ($4.81B vs $3.22B). FFIV leads profitability with a 22.0% profit margin vs -3.4%. FFIV appears more attractively valued with a PEG of 1.71. FFIV earns a higher WallStSmart Score of 63/100 (C+).
CRWD
Hold40
out of 100
Grade: D
FFIV
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
Margin of Safety
-23.4%
Fair Value
$229.00
Current Price
$393.35
$164.35 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
Conservative balance sheet, low leverage
Keeps 22 of every $100 in revenue as profit
Strong operational efficiency at 22.0%
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.0% earnings growth
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 : FFIV
The strongest argument for FFIV centers on Debt/Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 22.0% and operating margin at 22.0%. Revenue growth of 11.0% demonstrates continued momentum.
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, P/E Ratio, EPS Growth.
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 1.06 — 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
FFIV scores higher overall (63/100 vs 40/100), backed by strong 22.0% margins and 11.0% 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 →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.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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