Crowdstrike Holdings Inc (CRWD)vsePlus inc (PLUS)
CRWD
Crowdstrike Holdings Inc
$671.02
+1.48%
TECHNOLOGY · Cap: $195.73B
PLUS
ePlus inc
$82.32
+1.76%
TECHNOLOGY · Cap: $2.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 97% more annual revenue ($4.81B vs $2.44B). PLUS leads profitability with a 5.4% profit margin vs -3.4%. PLUS appears more attractively valued with a PEG of 0.95. PLUS earns a higher WallStSmart Score of 68/100 (B-).
CRWD
Hold40
out of 100
Grade: D
PLUS
Strong Buy68
out of 100
Grade: B-
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
+3.0%
Fair Value
$86.55
Current Price
$82.32
$4.23 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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 21.7% year-over-year
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
5.4% margin — thin
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 : PLUS
The strongest argument for PLUS centers on Debt/Equity, Altman Z-Score, PEG Ratio. Revenue growth of 21.7% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : PLUS
The primary concerns for PLUS are Profit Margin.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.06 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — 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
PLUS scores higher overall (68/100 vs 40/100) and 21.7% revenue growth. Both earn "Strong 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.
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