Crowdstrike Holdings Inc (CRWD)vsRadware Ltd (RDWR)
CRWD
Crowdstrike Holdings Inc
$179.38
+3.26%
TECHNOLOGY · Cap: $191.86B
RDWR
Radware Ltd
$23.35
-17.23%
TECHNOLOGY · Cap: $1.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1545% more annual revenue ($5.09B vs $309.64M). RDWR leads profitability with a 6.3% profit margin vs -0.6%. CRWD appears more attractively valued with a PEG of 6.22. CRWD earns a higher WallStSmart Score of 39/100 (F).
CRWD
Hold39
out of 100
Grade: F
RDWR
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$179.38
$79.64 premium
Margin of Safety
+18.2%
Fair Value
$33.86
Current Price
$23.35
$10.51 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 25.6% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 39.4x book value
ROE of -0.5% — below average capital efficiency
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 5.4% — below average capital efficiency
6.3% margin — thin
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 : RDWR
The strongest argument for RDWR centers on Debt/Equity. Revenue growth of 10.7% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : RDWR
The primary concerns for RDWR are Altman Z-Score, Market Cap, Return on Equity. A P/E of 67.1x leaves little room for execution misses.
Key Dynamics to Monitor
CRWD profiles as a growth stock while RDWR is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.24 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (39/100 vs 38/100) and 25.6% revenue growth. RDWR offers better value entry with a 18.2% margin of safety. Both earn "Hold" 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 →Radware Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Radware Ltd. develops, manufactures and markets cybersecurity and application delivery solutions for applications in physical, virtual, cloud and software-defined data centers globally. The company is headquartered in Tel Aviv, Israel.
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