Crowdstrike Holdings Inc (CRWD)vsNasdaq Inc (NDAQ)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
NDAQ
Nasdaq Inc
$83.74
-0.64%
FINANCIAL SERVICES · Cap: $49.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Nasdaq Inc generates 9% more annual revenue ($5.25B vs $4.81B). NDAQ leads profitability with a 34.1% profit margin vs -3.4%. NDAQ appears more attractively valued with a PEG of 2.10. NDAQ earns a higher WallStSmart Score of 69/100 (B-).
CRWD
Hold40
out of 100
Grade: D
NDAQ
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+44.4%
Fair Value
$144.61
Current Price
$83.74
$60.87 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 47.6%
Earnings expanding 47.6% YoY
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Expensive relative to growth rate
Moderate valuation
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 : NDAQ
The strongest argument for NDAQ centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 34.1% and operating margin at 47.6%. Revenue growth of 13.4% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : NDAQ
The primary concerns for NDAQ are PEG Ratio, P/E Ratio.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NDAQ is a mature play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.12 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
NDAQ generates stronger free cash flow (536M), providing more financial flexibility.
Bottom Line
NDAQ scores higher overall (69/100 vs 40/100), backed by strong 34.1% margins and 13.4% revenue growth. Both earn "Strong 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.
Nasdaq Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
Nasdaq, Inc. is an American multinational financial services corporation that owns and operates stock exchanges in the United States and Europe. It is headquartered in New York City.
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