Crowdstrike Holdings Inc (CRWD)vsnCino Inc (NCNO)
CRWD
Crowdstrike Holdings Inc
$181.80
-1.33%
TECHNOLOGY · Cap: $191.86B
NCNO
nCino Inc
$18.83
+1.73%
TECHNOLOGY · Cap: $1.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 735% more annual revenue ($5.09B vs $610.06M). NCNO leads profitability with a 2.2% profit margin vs -0.6%. NCNO earns a higher WallStSmart Score of 49/100 (D+).
CRWD
Hold39
out of 100
Grade: F
NCNO
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$181.80
$82.06 premium
Margin of Safety
+68.4%
Fair Value
$55.62
Current Price
$18.83
$36.79 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
Earnings expanding 147.6% YoY
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 40.0x book value
ROE of -0.5% — below average capital efficiency
Smaller company, higher risk/reward
ROE of 1.8% — below average capital efficiency
2.2% margin — thin
Premium valuation, high expectations priced in
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 : NCNO
The strongest argument for NCNO centers on EPS Growth, Price/Book. Revenue growth of 10.6% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : NCNO
The primary concerns for NCNO are Market Cap, Return on Equity, Profit Margin. A P/E of 149.4x leaves little room for execution misses. Thin 2.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NCNO is a value 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
NCNO scores higher overall (49/100 vs 39/100) and 10.6% 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.
Visit Website →nCino Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
nCino, Inc., a software as a service company, provides cloud-based software applications for financial institutions in the United States and internationally. The company is headquartered in Wilmington, North Carolina.
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