Crowdstrike Holdings Inc (CRWD)vsImpinj Inc (PI)
CRWD
Crowdstrike Holdings Inc
$206.74
+13.85%
TECHNOLOGY · Cap: $211.69B
PI
Impinj Inc
$176.82
+2.93%
TECHNOLOGY · Cap: $5.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1352% more annual revenue ($5.40B vs $371.52M). CRWD leads profitability with a 0.8% profit margin vs -7.3%. CRWD earns a higher WallStSmart Score of 43/100 (D).
CRWD
Hold43
out of 100
Grade: D
PI
Avoid28
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-26.2%
Fair Value
$84.77
Current Price
$176.82
$92.05 premium
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
No standout strengths identified
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
0.0% earnings growth
Elevated debt levels
Trading at 23.3x book value
ROE of -13.6% — below average capital efficiency
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 : PI
Revenue growth of 10.7% 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 : PI
The primary concerns for PI are EPS Growth, Debt/Equity, Price/Book.
Key Dynamics to Monitor
CRWD profiles as a growth stock while PI is a turnaround play — different risk/reward profiles.
PI carries more volatility with a beta of 1.92 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (43/100 vs 28/100) and 25.8% 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 →Impinj Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Impinj, Inc. operates a cloud connectivity platform. The company is headquartered in Seattle, Washington.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?