Crowdstrike Holdings Inc (CRWD)vsNCR Atleos Corporation (NATL)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
NATL
NCR Atleos Corporation
$46.62
+0.80%
TECHNOLOGY · Cap: $3.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 22% more annual revenue ($5.40B vs $4.42B). NATL leads profitability with a 4.4% profit margin vs 0.8%. NATL trades at a lower P/E of 17.6x. NATL earns a higher WallStSmart Score of 58/100 (C).
CRWD
Hold43
out of 100
Grade: D
NATL
Buy58
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Every $100 of equity generates 44 in profit
Earnings expanding 65.4% YoY
Attractively priced relative to earnings
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
0.1% revenue growth
4.4% margin — thin
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bull Case : NATL
The strongest argument for NATL centers on Return on Equity, EPS Growth, P/E Ratio.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : NATL
The primary concerns for NATL are Revenue Growth, Profit Margin, Free Cash Flow. Debt-to-equity of 6.33 is elevated, increasing financial risk. Thin 4.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NATL is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.25 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
NATL scores higher overall (58/100 vs 43/100). Both earn "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 →NCR Atleos Corporation
TECHNOLOGY · SOFTWARE - APPLICATION · USA
NCR ATMCo, LLC is a financial technology company in the United States, rest of Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia Pacific.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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