Crowdstrike Holdings Inc (CRWD)vsPDF Solutions Inc (PDFS)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
PDFS
PDF Solutions Inc
$42.85
+7.13%
TECHNOLOGY · Cap: $1.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 2097% more annual revenue ($4.81B vs $219.02M). PDFS leads profitability with a -0.3% profit margin vs -3.4%. CRWD appears more attractively valued with a PEG of 3.73. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
PDFS
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Margin of Safety
-6.1%
Fair Value
$30.66
Current Price
$42.85
$12.19 premium
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
Conservative balance sheet, low leverage
Revenue surging 24.6% year-over-year
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
Distress zone — elevated risk
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
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 : PDFS
The strongest argument for PDFS centers on Debt/Equity, Revenue Growth. Revenue growth of 24.6% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : PDFS
The primary concerns for PDFS are Altman Z-Score, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
PDFS carries more volatility with a beta of 1.55 — expect wider price swings.
PDFS is growing revenue faster at 24.6% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRWD scores higher overall (40/100 vs 31/100) and 23.3% revenue growth. Both earn "Hold" and "Avoid" 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 →PDF Solutions Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
PDF Solutions, Inc. provides proprietary software and physical intellectual property products for integrated circuit designs, electrical measurement equipment, proven methodologies, and professional services in the United States, China, Taiwan, and internationally. The company is headquartered in Santa Clara, California.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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