Crowdstrike Holdings Inc (CRWD)vsInsight Enterprises Inc (NSIT)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
NSIT
Insight Enterprises Inc
$73.59
-0.53%
TECHNOLOGY · Cap: $2.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Insight Enterprises Inc generates 71% more annual revenue ($8.25B vs $4.81B). NSIT leads profitability with a 1.9% profit margin vs -3.4%. NSIT appears more attractively valued with a PEG of 0.76. NSIT earns a higher WallStSmart Score of 62/100 (C+).
CRWD
Hold40
out of 100
Grade: D
NSIT
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Margin of Safety
+61.1%
Fair Value
$231.65
Current Price
$73.59
$158.06 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 23.3% year-over-year
Reasonable price relative to book value
Earnings expanding 66.5% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
1.9% margin — thin
Revenue declined 1.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : NSIT
The strongest argument for NSIT centers on Price/Book, EPS Growth, PEG Ratio. PEG of 0.76 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : NSIT
The primary concerns for NSIT are Profit Margin, Revenue Growth. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NSIT is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.07 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
NSIT scores higher overall (62/100 vs 40/100). 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 →Insight Enterprises Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Insight Enterprises, Inc. provides hardware, software, and information technology services solutions in the United States, Canada, Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Tempe, Arizona.
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