Crowdstrike Holdings Inc (CRWD)vsFive9 Inc (FIVN)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
FIVN
Five9 Inc
$30.66
+1.36%
TECHNOLOGY · Cap: $2.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 348% more annual revenue ($5.40B vs $1.20B). FIVN leads profitability with a 4.9% profit margin vs 0.8%. FIVN appears more attractively valued with a PEG of 0.24. FIVN earns a higher WallStSmart Score of 62/100 (C+).
CRWD
Hold43
out of 100
Grade: D
FIVN
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+84.9%
Fair Value
$109.70
Current Price
$30.66
$79.04 discount
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
Growing faster than its price suggests
Earnings expanding 300.0% YoY
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
ROE of 7.7% — below average capital efficiency
4.9% margin — thin
Operating margin of 3.3%
Elevated debt levels
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 : FIVN
The strongest argument for FIVN centers on PEG Ratio, EPS Growth, Price/Book. Revenue growth of 10.3% demonstrates continued momentum. PEG of 0.24 suggests the stock is reasonably priced for its growth.
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 : FIVN
The primary concerns for FIVN are Return on Equity, Profit Margin, Operating Margin. A P/E of 46.0x leaves little room for execution misses. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while FIVN is a value play — different risk/reward profiles.
FIVN carries more volatility with a beta of 1.49 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
FIVN scores higher overall (62/100 vs 43/100) and 10.3% 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 →Five9 Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Five9, Inc. provides cloud software for contact centers in the United States and internationally. The company is headquartered in San Ramon, California.
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