Crowdstrike Holdings Inc (CRWD)vsNayax Ltd (NYAX)
CRWD
Crowdstrike Holdings Inc
$190.86
+3.04%
TECHNOLOGY · Cap: $191.86B
NYAX
Nayax Ltd
$68.27
+2.46%
TECHNOLOGY · Cap: $2.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1095% more annual revenue ($5.09B vs $426.18M). NYAX leads profitability with a 7.0% profit margin vs -0.6%. CRWD earns a higher WallStSmart Score of 39/100 (F).
CRWD
Hold39
out of 100
Grade: F
NYAX
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$190.86
$91.12 premium
Intrinsic value data unavailable for NYAX.
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
Revenue surging 31.7% year-over-year
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 41.9x book value
ROE of -0.5% — below average capital efficiency
Trading at 10.8x book value
7.0% margin — thin
Operating margin of 3.9%
Elevated debt levels
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 : NYAX
The strongest argument for NYAX centers on Revenue Growth. Revenue growth of 31.7% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : NYAX
The primary concerns for NYAX are Price/Book, Profit Margin, Operating Margin. A P/E of 87.7x leaves little room for execution misses.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NYAX is a hypergrowth play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.24 — expect wider price swings.
NYAX is growing revenue faster at 31.7% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (39/100 vs 36/100) and 25.6% revenue growth. 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 →Nayax Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Nayax Ltd (NYSE: NYAX) is a leading global provider of cashless payment and management solutions specifically designed for the unattended retail market, including vending machines and kiosks. The company leverages cutting-edge technology and comprehensive data analytics to elevate consumer engagement while delivering operators vital insights into inventory management and operational efficiency. As the industry increasingly moves towards automation and cashless transactions, Nayax presents a strategic investment opportunity, particularly for institutional investors looking to capitalize on the burgeoning unattended retail sector. With a robust integrated platform that combines payment processing, telemetry, and customer interaction, Nayax is strategically positioned to foster growth and innovation in this evolving marketplace.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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