Crowdstrike Holdings Inc (CRWD)vsNextracker Inc. Class A Common Stock (NXT)
CRWD
Crowdstrike Holdings Inc
$179.38
+3.26%
TECHNOLOGY · Cap: $191.86B
NXT
Nextracker Inc. Class A Common Stock
$96.90
+4.56%
TECHNOLOGY · Cap: $16.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 43% more annual revenue ($5.09B vs $3.56B). NXT leads profitability with a 16.5% profit margin vs -0.6%. NXT appears more attractively valued with a PEG of 3.71. NXT earns a higher WallStSmart Score of 48/100 (D+).
CRWD
Hold39
out of 100
Grade: F
NXT
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$179.38
$79.64 premium
Intrinsic value data unavailable for NXT.
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 25.6% year-over-year
Conservative balance sheet, low leverage
Every $100 of equity generates 25 in profit
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 39.4x book value
ROE of -0.5% — below average capital efficiency
Moderate valuation
Weak financial health signals
Expensive relative to growth rate
Revenue declined 4.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : NXT
The strongest argument for NXT centers on Debt/Equity, Return on Equity. Profitability is solid with margins at 16.5% and operating margin at 18.2%.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NXT is a declining play — different risk/reward profiles.
NXT carries more volatility with a beta of 1.86 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
NXT scores higher overall (48/100 vs 39/100), backed by strong 16.5% margins. Both earn "Hold" 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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