Crowdstrike Holdings Inc (CRWD)vsIntercontinental Exchange Inc (ICE)
CRWD
Crowdstrike Holdings Inc
$527.77
+4.36%
TECHNOLOGY · Cap: $128.72B
ICE
Intercontinental Exchange Inc
$155.82
-0.19%
FINANCIAL SERVICES · Cap: $88.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Intercontinental Exchange Inc generates 117% more annual revenue ($10.44B vs $4.81B). ICE leads profitability with a 37.7% profit margin vs -3.4%. ICE appears more attractively valued with a PEG of 2.13. ICE earns a higher WallStSmart Score of 71/100 (B).
CRWD
Hold40
out of 100
Grade: D
ICE
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-27.0%
Fair Value
$398.25
Current Price
$527.77
$129.52 premium
Intrinsic value data unavailable for ICE.
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
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 57.3%
Earnings expanding 79.7% YoY
Large-cap with strong market position
Revenue surging 20.4% year-over-year
Generating 1.1B in free cash flow
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 30.2x book value
Expensive relative to growth rate
Distress zone — elevated risk
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 : ICE
The strongest argument for ICE centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 37.7% and operating margin at 57.3%. Revenue growth of 20.4% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : ICE
The primary concerns for ICE are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
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.
ICE generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ICE scores higher overall (71/100 vs 40/100), backed by strong 37.7% margins and 20.4% revenue growth. 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.
Visit Website →Intercontinental Exchange Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
The Intercontinental Exchange (ICE) is an American Fortune 500 company formed in 2000 that operates global exchanges, clearing houses and provides mortgage technology, data and listing services. The company owns exchanges for financial and commodity markets, and operates regulated exchanges and marketplaces.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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