Crowdstrike Holdings Inc (CRWD)vsQualys Inc (QLYS)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.26%
TECHNOLOGY · Cap: $195.73B
QLYS
Qualys Inc
$109.90
-1.46%
TECHNOLOGY · Cap: $3.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 603% more annual revenue ($4.81B vs $684.86M). QLYS leads profitability with a 29.4% profit margin vs -3.4%. QLYS appears more attractively valued with a PEG of 4.37. QLYS earns a higher WallStSmart Score of 62/100 (C+).
CRWD
Hold40
out of 100
Grade: D
QLYS
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Intrinsic value data unavailable for QLYS.
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
Every $100 of equity generates 35 in profit
Strong operational efficiency at 35.0%
Conservative balance sheet, low leverage
Keeps 29 of every $100 in revenue as profit
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x 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 EPS Growth, Market Cap, Debt/Equity. Revenue growth of 23.3% 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 35.0%.
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 Altman Z-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 1.06 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
QLYS scores higher overall (62/100 vs 40/100), backed by strong 29.4% margins. 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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