Crowdstrike Holdings Inc (CRWD)vsPattern Group Inc. Series A Common Stock (PTRN)
CRWD
Crowdstrike Holdings Inc
$527.77
+4.36%
TECHNOLOGY · Cap: $128.72B
PTRN
Pattern Group Inc. Series A Common Stock
$15.92
-6.08%
TECHNOLOGY · Cap: $3.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 76% more annual revenue ($4.81B vs $2.73B). PTRN leads profitability with a 0.8% profit margin vs -3.4%. PTRN earns a higher WallStSmart Score of 40/100 (F).
CRWD
Hold40
out of 100
Grade: D
PTRN
Hold40
out of 100
Grade: F
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
+87.1%
Fair Value
$81.60
Current Price
$15.92
$65.68 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
Revenue surging 43.2% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 30.2x book value
ROE of 4.5% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Earnings declined 2.7%
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 : PTRN
The strongest argument for PTRN centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 43.2% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : PTRN
The primary concerns for PTRN are Return on Equity, Profit Margin, Piotroski F-Score. Thin 0.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while PTRN is a hypergrowth play — different risk/reward profiles.
PTRN is growing revenue faster at 43.2% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRWD scores higher overall (40/100 vs 40/100) and 23.3% revenue growth. PTRN offers better value entry with a 87.1% margin of safety. 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 →Pattern Group Inc. Series A Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Pattern Group Inc. operates online marketplaces that sell various consumer products. The company is headquartered in Lehi, Utah.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?