Crowdstrike Holdings Inc (CRWD)vsPaysign Inc (PAYS)
CRWD
Crowdstrike Holdings Inc
$671.02
+1.48%
TECHNOLOGY · Cap: $195.73B
PAYS
Paysign Inc
$6.79
-2.58%
TECHNOLOGY · Cap: $385.19M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 5161% more annual revenue ($4.81B vs $91.47M). PAYS leads profitability with a 11.4% profit margin vs -3.4%. PAYS earns a higher WallStSmart Score of 59/100 (C).
CRWD
Hold40
out of 100
Grade: D
PAYS
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Margin of Safety
+53.0%
Fair Value
$7.21
Current Price
$6.79
$0.42 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 533.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 23.3% year-over-year
Revenue surging 50.8% year-over-year
Earnings expanding 86.5% YoY
Conservative balance sheet, low leverage
Strong operational efficiency at 23.8%
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : PAYS
The strongest argument for PAYS centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 50.8% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : PAYS
The primary concerns for PAYS are P/E Ratio, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.06 — expect wider price swings.
PAYS is growing revenue faster at 50.8% — 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
PAYS scores higher overall (59/100 vs 40/100) and 50.8% 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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