Crowdstrike Holdings Inc (CRWD)vsQualys Inc (QLYS)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
QLYS
Qualys Inc
$89.90
-2.59%
TECHNOLOGY · Cap: $3.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 619% more annual revenue ($4.81B vs $669.13M). QLYS leads profitability with a 29.6% profit margin vs -3.4%. CRWD appears more attractively valued with a PEG of 3.37. QLYS earns a higher WallStSmart Score of 66/100 (B-).
CRWD
Hold40
out of 100
Grade: D
QLYS
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+54.5%
Fair Value
$242.41
Current Price
$89.90
$152.51 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Every $100 of equity generates 38 in profit
Strong operational efficiency at 33.6%
Keeps 30 of every $100 in revenue as profit
Attractively priced relative to earnings
Earnings expanding 23.6% YoY
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : QLYS
The strongest argument for QLYS centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 29.6% and operating margin at 33.6%. Revenue growth of 10.1% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : QLYS
The primary concerns for QLYS are Piotroski F-Score, PEG Ratio.
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 1.12 — 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
QLYS scores higher overall (66/100 vs 40/100), backed by strong 29.6% margins and 10.1% revenue growth. Both earn "Strong 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.
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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