Crowdstrike Holdings Inc (CRWD)vsPalo Alto Networks Inc (PANW)
CRWD
Crowdstrike Holdings Inc
$435.81
-1.75%
TECHNOLOGY · Cap: $107.49B
PANW
Palo Alto Networks Inc
$168.91
+0.49%
TECHNOLOGY · Cap: $136.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 106% more annual revenue ($9.89B vs $4.81B). PANW leads profitability with a 13.0% profit margin vs -3.4%. PANW appears more attractively valued with a PEG of 2.17. PANW earns a higher WallStSmart Score of 58/100 (C).
CRWD
Hold40
out of 100
Grade: D
PANW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-99.7%
Fair Value
$84.71
Current Price
$168.91
$84.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 100.0%
Earnings expanding 533.0% YoY
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 24.9x book value
ROE of -4.1% — below average capital efficiency
Expensive relative to growth rate
Trading at 12.6x book value
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Operating Margin, EPS Growth, Market Cap. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : PANW
The strongest argument for PANW centers on EPS Growth, Debt/Equity, Market Cap. Revenue growth of 14.9% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 92.5x leaves little room for execution misses.
Key Dynamics to Monitor
CRWD profiles as a growth stock while PANW is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.12 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (58/100 vs 40/100) and 14.9% 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.
Palo Alto Networks Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.
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