Crowdstrike Holdings Inc (CRWD)vsServiceNow Inc (NOW)
CRWD
Crowdstrike Holdings Inc
$214.42
+3.39%
TECHNOLOGY · Cap: $215.08B
NOW
ServiceNow Inc
$124.88
+6.42%
TECHNOLOGY · Cap: $122.14B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 189% more annual revenue ($14.73B vs $5.09B). NOW leads profitability with a 11.3% profit margin vs -0.6%. NOW appears more attractively valued with a PEG of 0.99. NOW earns a higher WallStSmart Score of 49/100 (D+).
CRWD
Hold40
out of 100
Grade: D
NOW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+81.5%
Fair Value
$634.69
Current Price
$124.88
$509.81 discount
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 25.6% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 24.0% year-over-year
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 47.1x book value
ROE of -0.5% — below average capital efficiency
Trading at 10.3x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 0.99 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : NOW
The primary concerns for NOW are Price/Book, Altman Z-Score, Operating Margin. A P/E of 72.0x leaves little room for execution misses.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.23 — 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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NOW scores higher overall (49/100 vs 40/100) and 24.0% 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 →ServiceNow Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceNow is an American software company based in Santa Clara, California that develops a cloud computing platform to help companies manage digital workflows for enterprise operations.
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