Crowdstrike Holdings Inc (CRWD)vsFlywire Corp (FLYW)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
FLYW
Flywire Corp
$12.40
+0.73%
TECHNOLOGY · Cap: $1.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 672% more annual revenue ($4.81B vs $623.02M). FLYW leads profitability with a 2.2% profit margin vs -3.4%. FLYW earns a higher WallStSmart Score of 42/100 (D).
CRWD
Hold40
out of 100
Grade: D
FLYW
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-1384.0%
Fair Value
$0.75
Current Price
$12.40
$11.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Revenue surging 34.0% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Smaller company, higher risk/reward
ROE of 1.6% — below average capital efficiency
2.2% margin — thin
Weak financial health signals
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 : FLYW
The strongest argument for FLYW centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 34.0% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : FLYW
The primary concerns for FLYW are Market Cap, Return on Equity, Profit Margin. A P/E of 112.7x leaves little room for execution misses. Thin 2.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while FLYW is a hypergrowth play — different risk/reward profiles.
FLYW carries more volatility with a beta of 1.28 — expect wider price swings.
FLYW is growing revenue faster at 34.0% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
FLYW scores higher overall (42/100 vs 40/100) and 34.0% revenue growth. Both earn "Hold" 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.
Flywire Corp
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Flywire Corporation is a payments enablement and software company in the United States and internationally. The company is headquartered in Boston, Massachusetts.
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