Crowdstrike Holdings Inc (CRWD)vsQuanta Services Inc (PWR)
CRWD
Crowdstrike Holdings Inc
$671.02
+0.28%
TECHNOLOGY · Cap: $176.39B
PWR
Quanta Services Inc
$719.17
+0.49%
INDUSTRIALS · Cap: $108.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Quanta Services Inc generates 491% more annual revenue ($30.12B vs $5.09B). PWR leads profitability with a 3.7% profit margin vs -0.6%. PWR appears more attractively valued with a PEG of 2.00. PWR earns a higher WallStSmart Score of 56/100 (C).
CRWD
Hold39
out of 100
Grade: F
PWR
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-71.9%
Fair Value
$395.29
Current Price
$671.02
$275.73 premium
Intrinsic value data unavailable for PWR.
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 25.6% year-over-year
Earnings expanding 51.0% YoY
Large-cap with strong market position
Revenue surging 26.3% year-over-year
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 36.9x book value
ROE of -0.1% — below average capital efficiency
Expensive relative to growth rate
Trading at 11.9x book value
3.7% margin — thin
Operating margin of 4.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : PWR
The strongest argument for PWR centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 26.3% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : PWR
The primary concerns for PWR are PEG Ratio, Price/Book, Profit Margin. A P/E of 99.0x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.24 — expect wider price swings.
PWR is growing revenue faster at 26.3% — 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
PWR scores higher overall (56/100 vs 39/100) and 26.3% revenue growth. 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 →Quanta Services Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Quanta Services is an American corporation that provides infrastructure services for electric power, pipeline, industrial and communications industries. Capabilities include the planning, design, installation, program management, maintenance and repair of most types of network infrastructure.
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