Crowdstrike Holdings Inc (CRWD)vsMarqeta Inc (MQ)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
MQ
Marqeta Inc
$4.19
+0.48%
TECHNOLOGY · Cap: $1.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 670% more annual revenue ($4.81B vs $624.88M). MQ leads profitability with a -2.2% profit margin vs -3.4%. MQ appears more attractively valued with a PEG of 1.50. MQ earns a higher WallStSmart Score of 42/100 (D).
CRWD
Hold40
out of 100
Grade: D
MQ
Hold42
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Conservative balance sheet, low leverage
Reasonable price relative to book value
Revenue surging 26.7% year-over-year
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -1.5% — below average capital efficiency
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 : MQ
The strongest argument for MQ centers on Debt/Equity, Price/Book, Revenue Growth. Revenue growth of 26.7% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : MQ
The primary concerns for MQ are EPS Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
MQ carries more volatility with a beta of 1.48 — expect wider price swings.
MQ is growing revenue faster at 26.7% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MQ scores higher overall (42/100 vs 40/100) and 26.7% 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.
Marqeta Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Marqeta, Inc. operates a cloud-based open application programming interface platform that provides transaction processing and card issuance services to developers, technical product managers, and visionary entrepreneurs. The company is headquartered in Oakland, California.
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