Crowdstrike Holdings Inc (CRWD)vsNextracker Inc. Class A Common Stock (NXT)
CRWD
Crowdstrike Holdings Inc
$369.58
+2.84%
TECHNOLOGY · Cap: $93.73B
NXT
Nextracker Inc. Class A Common Stock
$120.03
+0.15%
TECHNOLOGY · Cap: $18.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 34% more annual revenue ($4.81B vs $3.60B). NXT leads profitability with a 16.4% profit margin vs -3.4%. NXT appears more attractively valued with a PEG of 3.04. NXT earns a higher WallStSmart Score of 62/100 (C+).
CRWD
Hold40
out of 100
Grade: D
NXT
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-57.4%
Fair Value
$76.20
Current Price
$120.03
$43.83 premium
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
Every $100 of equity generates 33 in profit
Revenue surging 33.9% year-over-year
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 21.1x book value
Premium valuation, high expectations priced in
Trading at 8.3x book value
Expensive relative to growth rate
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 : NXT
The strongest argument for NXT centers on Return on Equity, Revenue Growth. Profitability is solid with margins at 16.4% and operating margin at 19.4%. Revenue growth of 33.9% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
NXT carries more volatility with a beta of 2.42 — expect wider price swings.
NXT is growing revenue faster at 33.9% — 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
NXT scores higher overall (62/100 vs 40/100), backed by strong 16.4% margins and 33.9% 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 →Nextracker Inc. Class A Common Stock
TECHNOLOGY · SOLAR · USA
Nextracker Inc., an energy solutions company, provides solar tracker solutions for PV projects. The company is headquartered in Fremont, California.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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