Crowdstrike Holdings Inc (CRWD)vsIREN Ltd (IREN)
CRWD
Crowdstrike Holdings Inc
$594.08
+2.44%
TECHNOLOGY · Cap: $143.19B
IREN
IREN Ltd
$58.40
-9.35%
FINANCIAL SERVICES · Cap: $19.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 536% more annual revenue ($4.81B vs $757.07M). IREN leads profitability with a 0.2% profit margin vs -3.4%. IREN appears more attractively valued with a PEG of 4.06. IREN earns a higher WallStSmart Score of 43/100 (D).
CRWD
Hold40
out of 100
Grade: D
IREN
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-49.2%
Fair Value
$398.28
Current Price
$594.08
$195.80 premium
Intrinsic value data unavailable for IREN.
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
No standout strengths identified
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 34.0x book value
0.0% revenue growth
0.4% earnings growth
ROE of 0.1% — below average capital efficiency
0.2% margin — thin
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 : IREN
IREN has a balanced fundamental profile.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : IREN
The primary concerns for IREN are Revenue Growth, EPS Growth, Return on Equity. A P/E of 70.5x leaves little room for execution misses. Debt-to-equity of 1.53 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRWD profiles as a growth stock while IREN is a value play — different risk/reward profiles.
IREN carries more volatility with a beta of 4.18 — 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
IREN scores higher overall (43/100 vs 40/100). 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.
Visit Website →IREN Ltd
FINANCIAL SERVICES · CAPITAL MARKETS · USA
IREN Limited (Ticker: IREN) is a vertically integrated data-center and digital infrastructure company traded on the Nasdaq. Headquartered in Sydney, Australia, it develops, owns and operates large-scale, renewable-powered data centers across North America that support Bitcoin mining, AI cloud services, and high-performance computing workloads. Originally known as Iris Energy Limited before rebranding in 2024, IREN combines its energy infrastructure and computing platforms to generate revenue from cryptocurrency mining and increasingly from GPU-powered AI cloud offerings. The company has secured significant power capacity and major customer contracts as it pivots toward AI data-center growth while maintaining its legacy mining business.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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