Crowdstrike Holdings Inc (CRWD)vsPublic Storage (PSA)
CRWD
Crowdstrike Holdings Inc
$527.77
+4.36%
TECHNOLOGY · Cap: $128.72B
PSA
Public Storage
$311.04
+0.55%
REAL ESTATE · Cap: $54.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Public Storage generates 1% more annual revenue ($4.87B vs $4.81B). PSA leads profitability with a 39.1% profit margin vs -3.4%. CRWD appears more attractively valued with a PEG of 3.93. PSA earns a higher WallStSmart Score of 62/100 (C+).
CRWD
Hold40
out of 100
Grade: D
PSA
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-27.0%
Fair Value
$398.25
Current Price
$527.77
$129.52 premium
Margin of Safety
+6.8%
Fair Value
$315.45
Current Price
$311.04
$4.41 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
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 46.0%
Large-cap with strong market position
Every $100 of equity generates 20 in profit
Earnings expanding 32.8% YoY
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 30.2x book value
Premium valuation, high expectations priced in
Trading at 11.1x book value
3.2% revenue growth
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 : PSA
The strongest argument for PSA centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 39.1% and operating margin at 46.0%.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : PSA
The primary concerns for PSA are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while PSA is a value play — different risk/reward profiles.
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.
PSA generates stronger free cash flow (625M), providing more financial flexibility.
Bottom Line
PSA scores higher overall (62/100 vs 40/100), backed by strong 39.1% 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.
Visit Website →Public Storage
REAL ESTATE · REIT - INDUSTRIAL · USA
Public Storage is an American international self storage company headquartered in Glendale, California, that is run as a real estate investment trust (REIT).
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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