Crowdstrike Holdings Inc (CRWD)vsLiveramp Holdings Inc (RAMP)
CRWD
Crowdstrike Holdings Inc
$671.02
+1.48%
TECHNOLOGY · Cap: $195.73B
RAMP
Liveramp Holdings Inc
$37.42
+0.11%
TECHNOLOGY · Cap: $2.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 492% more annual revenue ($4.81B vs $812.94M). RAMP leads profitability with a 17.9% profit margin vs -3.4%. RAMP appears more attractively valued with a PEG of 0.59. RAMP earns a higher WallStSmart Score of 69/100 (B-).
CRWD
Hold40
out of 100
Grade: D
RAMP
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Margin of Safety
+45.7%
Fair Value
$42.78
Current Price
$37.42
$5.36 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
Earnings expanding 275.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
No major concerns identified
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 : RAMP
The strongest argument for RAMP centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 17.9% and operating margin at 9.0%. PEG of 0.59 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : RAMP
No major red flags identified for RAMP, but monitor valuation.
Key Dynamics to Monitor
CRWD profiles as a growth stock while RAMP is a mature play — different risk/reward profiles.
RAMP carries more volatility with a beta of 1.19 — 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
RAMP scores higher overall (69/100 vs 40/100), backed by strong 17.9% margins. 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.
Visit Website →Liveramp Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
LiveRamp Holdings, Inc., a technology company, offers enterprise data connectivity platform solutions in the United States, Europe, and Asia-Pacific. The company is headquartered in San Francisco, California.
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