Crowdstrike Holdings Inc (CRWD)vsUipath Inc (PATH)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
PATH
Uipath Inc
$10.93
-1.26%
TECHNOLOGY · Cap: $5.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 199% more annual revenue ($4.81B vs $1.61B). PATH leads profitability with a 17.5% profit margin vs -3.4%. PATH appears more attractively valued with a PEG of 0.42. PATH earns a higher WallStSmart Score of 70/100 (B).
CRWD
Hold40
out of 100
Grade: D
PATH
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+52.0%
Fair Value
$24.34
Current Price
$10.93
$13.41 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Growing faster than its price suggests
Earnings expanding 107.4% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
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 : PATH
The strongest argument for PATH centers on PEG Ratio, EPS Growth, Debt/Equity. Profitability is solid with margins at 17.5% and operating margin at 16.6%. Revenue growth of 13.6% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : PATH
The primary concerns for PATH are Altman Z-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while PATH is a mature 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.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
PATH scores higher overall (70/100 vs 40/100), backed by strong 17.5% margins and 13.6% revenue growth. Both earn "Strong 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.
Uipath Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
UiPath Inc. provides an end-to-end automation platform offering a range of robotic process automation (RPA) solutions primarily in the United States, Romania, and Japan. The company is headquartered in New York, New York.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?