Crowdstrike Holdings Inc (CRWD)vsN-Able Inc (NABL)
CRWD
Crowdstrike Holdings Inc
$211.22
+4.29%
TECHNOLOGY · Cap: $191.86B
NABL
N-Able Inc
$5.21
+2.96%
TECHNOLOGY · Cap: $953.19M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 867% more annual revenue ($5.09B vs $526.91M). CRWD leads profitability with a -0.6% profit margin vs -2.0%. NABL earns a higher WallStSmart Score of 39/100 (F).
CRWD
Hold39
out of 100
Grade: F
NABL
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$211.22
$111.48 premium
Margin of Safety
+35.2%
Fair Value
$8.40
Current Price
$5.21
$3.19 discount
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 25.6% year-over-year
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 46.4x book value
ROE of -0.5% — below average capital efficiency
Smaller company, higher risk/reward
Weak financial health signals
ROE of -1.3% — below average capital efficiency
Earnings declined 87.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : NABL
The strongest argument for NABL centers on Price/Book. Revenue growth of 13.1% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : NABL
The primary concerns for NABL are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NABL is a turnaround play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.24 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (39/100 vs 39/100) and 25.6% revenue growth. NABL offers better value entry with a 35.2% margin of safety. 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 →N-Able Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
N-able Inc. (NABL) is a leading player in the managed services industry, delivering innovative cloud-based software solutions tailored for managed service providers (MSPs). The company's comprehensive platform optimizes IT management and security, enabling MSPs to enhance operational efficiency and service quality in response to growing cybersecurity and remote monitoring needs. With a commitment to continuous innovation and strategic growth initiatives, N-able is ideally positioned for significant expansion, making it a compelling investment opportunity for institutional investors targeting technology-driven sectors.
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