Crowdstrike Holdings Inc (CRWD)vsNetScout Systems Inc (NTCT)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
NTCT
NetScout Systems Inc
$38.05
+1.63%
TECHNOLOGY · Cap: $2.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 511% more annual revenue ($5.40B vs $883.16M). NTCT leads profitability with a 13.7% profit margin vs 0.8%. NTCT appears more attractively valued with a PEG of 1.64. NTCT earns a higher WallStSmart Score of 53/100 (C-).
CRWD
Hold43
out of 100
Grade: D
NTCT
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+36.4%
Fair Value
$44.27
Current Price
$38.05
$6.22 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 25.8% year-over-year
Conservative balance sheet, low leverage
Reasonable price relative to book value
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
ROE of 6.0% — below average capital efficiency
Earnings declined 7.1%
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 : NTCT
The strongest argument for NTCT centers on Debt/Equity, Price/Book. Revenue growth of 12.7% 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 : NTCT
The primary concerns for NTCT are PEG Ratio, Return on Equity, EPS Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NTCT is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.25 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
NTCT scores higher overall (53/100 vs 43/100) and 12.7% revenue growth. 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 →NetScout Systems Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
NetScout Systems, Inc. provides service security and cybersecurity solutions to protect digital business services from disruption in the United States, Europe, Asia Pacific, and internationally. The company is headquartered in Westford, Massachusetts.
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