Crowdstrike Holdings Inc (CRWD)vsQualys Inc (QLYS)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
QLYS
Qualys Inc
$150.28
-6.99%
TECHNOLOGY · Cap: $5.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 668% more annual revenue ($5.40B vs $702.98M). QLYS leads profitability with a 29.4% profit margin vs 0.8%. QLYS appears more attractively valued with a PEG of 2.95. QLYS earns a higher WallStSmart Score of 64/100 (C+).
CRWD
Hold43
out of 100
Grade: D
QLYS
Buy64
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Every $100 of equity generates 35 in profit
Strong operational efficiency at 34.0%
Conservative balance sheet, low leverage
Keeps 29 of every $100 in revenue as profit
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Moderate valuation
Trading at 9.3x book value
Grey zone — moderate risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bull Case : QLYS
The strongest argument for QLYS centers on Return on Equity, Operating Margin, Debt/Equity. Profitability is solid with margins at 29.4% and operating margin at 34.0%. Revenue growth of 11.0% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : QLYS
The primary concerns for QLYS are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while QLYS is a mature play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.25 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
QLYS scores higher overall (64/100 vs 43/100), backed by strong 29.4% margins and 11.0% 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 →Qualys Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Qualys, Inc. provides cloud-based information technology (IT), security, and compliance solutions in the United States and internationally. The company is headquartered in Foster City, California.
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