Crowdstrike Holdings Inc (CRWD)vsParsons Corp (PSN)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
PSN
Parsons Corp
$50.30
-2.97%
TECHNOLOGY · Cap: $5.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Parsons Corp generates 32% more annual revenue ($6.36B vs $4.81B). PSN leads profitability with a 3.8% profit margin vs -3.4%. PSN earns a higher WallStSmart Score of 46/100 (D+).
CRWD
Hold40
out of 100
Grade: D
PSN
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Margin of Safety
+53.9%
Fair Value
$130.80
Current Price
$50.30
$80.50 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
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 25.5x book value
3.8% margin — thin
Weak financial health signals
Revenue declined 7.5%
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 : PSN
The strongest argument for PSN centers on Price/Book.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : PSN
The primary concerns for PSN are Profit Margin, Piotroski F-Score, Revenue Growth. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while PSN is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.07 — 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
PSN scores higher overall (46/100 vs 40/100). Both earn "Hold" 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 →Parsons Corp
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Parsons Corporation provides technology-based solutions in defense, intelligence, and critical infrastructure markets in North America, the Middle East, and internationally. The company is headquartered in Centreville, Virginia.
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