Crowdstrike Holdings Inc (CRWD)vsePlus inc (PLUS)
CRWD
Crowdstrike Holdings Inc
$235.38
+3.02%
TECHNOLOGY · Cap: $211.69B
PLUS
ePlus inc
$92.24
-0.67%
TECHNOLOGY · Cap: $2.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 120% more annual revenue ($5.40B vs $2.45B). PLUS leads profitability with a 4.9% profit margin vs 0.8%. PLUS appears more attractively valued with a PEG of 1.08. PLUS earns a higher WallStSmart Score of 52/100 (C-).
CRWD
Hold43
out of 100
Grade: D
PLUS
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+3.0%
Fair Value
$86.51
Current Price
$92.24
$5.73 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
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
1.0% revenue growth
4.9% margin — thin
Earnings declined 28.0%
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 : PLUS
The strongest argument for PLUS centers on Altman Z-Score, Price/Book. PEG of 1.08 suggests the stock is reasonably priced for its growth.
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 : PLUS
The primary concerns for PLUS are Revenue Growth, Profit Margin, EPS Growth. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while PLUS is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.25 — 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
PLUS scores higher overall (52/100 vs 43/100). 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 →ePlus inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ePlus inc. The company is headquartered in Herndon, Virginia.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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