Crowdstrike Holdings Inc (CRWD)vsPagSeguro Digital Ltd (PAGS)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
PAGS
PagSeguro Digital Ltd
$10.23
+2.71%
TECHNOLOGY · Cap: $2.78B
Smart Verdict
WallStSmart Research — data-driven comparison
PagSeguro Digital Ltd generates 310% more annual revenue ($19.74B vs $4.81B). PAGS leads profitability with a 10.7% profit margin vs -3.4%. PAGS earns a higher WallStSmart Score of 59/100 (C).
CRWD
Hold40
out of 100
Grade: D
PAGS
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-20.8%
Fair Value
$9.25
Current Price
$10.23
$0.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 39.0%
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
4.5% revenue growth
Earnings declined 9.5%
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : PAGS
The strongest argument for PAGS centers on P/E Ratio, Price/Book, Operating Margin.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : PAGS
The primary concerns for PAGS are Revenue Growth, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
CRWD profiles as a growth stock while PAGS is a value play — different risk/reward profiles.
PAGS carries more volatility with a beta of 1.44 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
PAGS scores higher overall (59/100 vs 40/100). 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.
PagSeguro Digital Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
PagSeguro Digital Ltd., provides financial technology solutions and services for consumers, individual entrepreneurs, micro-merchants, and small and medium-sized companies in Brazil and internationally. The company is headquartered in So Paulo, Brazil.
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