Crowdstrike Holdings Inc (CRWD)vsNETCLASS TECHNOLOGY INC Class A Ordinary Shares (NTCL)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
NTCL
NETCLASS TECHNOLOGY INC Class A Ordinary Shares
$0.41
+9.54%
TECHNOLOGY · Cap: $23.98M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 48977% more annual revenue ($4.81B vs $9.80M). CRWD leads profitability with a -3.4% profit margin vs -110.4%. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
NTCL
Avoid18
out of 100
Grade: F
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
+55.1%
Fair Value
$0.78
Current Price
$0.41
$0.37 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
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -240.4% — below average capital efficiency
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 : NTCL
The strongest argument for NTCL centers on Price/Book.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : NTCL
The primary concerns for NTCL are EPS Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NTCL is a turnaround play — different risk/reward profiles.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRWD scores higher overall (40/100 vs 18/100) and 23.3% revenue growth. NTCL offers better value entry with a 55.1% margin of safety. Both earn "Hold" and "Avoid" 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 →NETCLASS TECHNOLOGY INC Class A Ordinary Shares
TECHNOLOGY · SOFTWARE - APPLICATION · USA
NetClass Technology Inc, offers IT solutions to schools, corporations, other institutions, and corporate customers in the People's Republic of China.
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