Crowdstrike Holdings Inc (CRWD)vsNetApp Inc (NTAP)
CRWD
Crowdstrike Holdings Inc
$249.35
+0.28%
TECHNOLOGY · Cap: $211.69B
NTAP
NetApp Inc
$192.91
-2.64%
TECHNOLOGY · Cap: $38.92B
Smart Verdict
WallStSmart Research — data-driven comparison
NetApp Inc generates 37% more annual revenue ($7.39B vs $5.40B). NTAP leads profitability with a 19.2% profit margin vs 0.8%. NTAP appears more attractively valued with a PEG of 2.19. NTAP earns a higher WallStSmart Score of 70/100 (B-).
CRWD
Hold43
out of 100
Grade: D
NTAP
Strong Buy70
out of 100
Grade: B-
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 95 in profit
Earnings expanding 63.5% YoY
Strong operational efficiency at 26.7%
Revenue surging 29.9% year-over-year
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Trading at 25.3x book value
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 : NTAP
The strongest argument for NTAP centers on Return on Equity, EPS Growth, Operating Margin. Profitability is solid with margins at 19.2% and operating margin at 26.7%. Revenue growth of 29.9% demonstrates continued momentum.
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 : NTAP
The primary concerns for NTAP are PEG Ratio, P/E Ratio, Debt/Equity. Debt-to-equity of 1.69 is elevated, increasing financial risk.
Key Dynamics to Monitor
NTAP carries more volatility with a beta of 1.43 — expect wider price swings.
NTAP is growing revenue faster at 29.9% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NTAP scores higher overall (70/100 vs 43/100), backed by strong 19.2% margins and 29.9% 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.
Visit Website →NetApp Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
NetApp, Inc. is an American hybrid cloud data services and data management company headquartered in Sunnyvale, California. Founded in 1992 with an IPO in 1995, NetApp offers cloud data services for management of applications and data both online and physically.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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