Crowdstrike Holdings Inc (CRWD)vsUipath Inc (PATH)
CRWD
Crowdstrike Holdings Inc
$214.42
+3.39%
TECHNOLOGY · Cap: $215.08B
PATH
Uipath Inc
$15.05
+7.50%
TECHNOLOGY · Cap: $6.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 205% more annual revenue ($5.09B vs $1.67B). PATH leads profitability with a 19.6% profit margin vs -0.6%. PATH appears more attractively valued with a PEG of 0.45. PATH earns a higher WallStSmart Score of 68/100 (B-).
CRWD
Hold40
out of 100
Grade: D
PATH
Strong Buy68
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.6% year-over-year
Growing faster than its price suggests
Earnings expanding 105.7% YoY
Conservative balance sheet, low leverage
17.3% revenue growth
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 47.1x book value
ROE of -0.5% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.6% 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 19.6% and operating margin at 7.3%. Revenue growth of 17.3% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : PATH
The primary concerns for PATH are Altman Z-Score.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.23 — 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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PATH scores higher overall (68/100 vs 40/100), backed by strong 19.6% margins and 17.3% 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.
Visit Website →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
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