Crowdstrike Holdings Inc (CRWD)vsPaysign Inc (PAYS)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
PAYS
Paysign Inc
$13.01
-2.47%
TECHNOLOGY · Cap: $759.42M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 5262% more annual revenue ($5.40B vs $100.64M). PAYS leads profitability with a 15.7% profit margin vs 0.8%. PAYS trades at a lower P/E of 49.8x. PAYS earns a higher WallStSmart Score of 63/100 (C+).
CRWD
Hold43
out of 100
Grade: D
PAYS
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+57.1%
Fair Value
$7.90
Current Price
$13.01
$5.11 discount
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 25.8% year-over-year
Revenue surging 48.1% year-over-year
Earnings expanding 450.0% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 26 in profit
Strong operational efficiency at 28.3%
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Trading at 12.2x book value
Smaller company, higher risk/reward
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bull Case : PAYS
The strongest argument for PAYS centers on Revenue Growth, EPS Growth, Debt/Equity. Profitability is solid with margins at 15.7% and operating margin at 28.3%. Revenue growth of 48.1% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : PAYS
The primary concerns for PAYS are Price/Book, Market Cap, Piotroski F-Score. A P/E of 49.8x leaves little room for execution misses.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.25 — expect wider price swings.
PAYS is growing revenue faster at 48.1% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PAYS scores higher overall (63/100 vs 43/100), backed by strong 15.7% margins and 48.1% 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.
Visit Website →Paysign Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
PaySign, Inc. offers prepaid card products and processing services under the PaySign brand for corporate, consumer and government applications. The company is headquartered in Henderson, Nevada.
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