Crowdstrike Holdings Inc (CRWD)vsPrologis Inc (PLD)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
PLD
Prologis Inc
$130.36
+0.01%
REAL ESTATE · Cap: $121.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 91% more annual revenue ($9.19B vs $4.81B). PLD leads profitability with a 36.2% profit margin vs -3.4%. CRWD appears more attractively valued with a PEG of 3.37. PLD earns a higher WallStSmart Score of 55/100 (C).
CRWD
Hold40
out of 100
Grade: D
PLD
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-116.9%
Fair Value
$60.09
Current Price
$130.36
$70.27 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 41.3%
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Premium valuation, high expectations priced in
4.0% revenue growth
ROE of 6.1% — below average capital efficiency
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 36.2% and operating margin at 41.3%.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
CRWD profiles as a growth stock while PLD is a value play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.42 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (55/100 vs 40/100), backed by strong 36.2% margins. 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.
Prologis Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Prologis, Inc. is a real estate investment trust headquartered in San Francisco, California that invests in logistics facilities, with a focus on the consumption side of the global supply chain.
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