Crowdstrike Holdings Inc (CRWD)vsRemitly Global Inc (RELY)
CRWD
Crowdstrike Holdings Inc
$206.74
+13.85%
TECHNOLOGY · Cap: $211.69B
RELY
Remitly Global Inc
$21.99
+0.27%
TECHNOLOGY · Cap: $5.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 198% more annual revenue ($5.40B vs $1.81B). RELY leads profitability with a 16.9% profit margin vs 0.8%. RELY trades at a lower P/E of 17.8x. RELY earns a higher WallStSmart Score of 65/100 (B-).
CRWD
Hold43
out of 100
Grade: D
RELY
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+46.5%
Fair Value
$24.79
Current Price
$21.99
$2.80 discount
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
Earnings expanding 3000.0% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Revenue surging 20.2% year-over-year
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Weak financial health signals
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 : RELY
The strongest argument for RELY centers on EPS Growth, Debt/Equity, P/E Ratio. Profitability is solid with margins at 16.9% and operating margin at 14.3%. Revenue growth of 20.2% 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 : RELY
The primary concerns for RELY are Piotroski F-Score.
Key Dynamics to Monitor
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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RELY scores higher overall (65/100 vs 43/100), backed by strong 16.9% margins and 20.2% 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.
Visit Website →Remitly Global Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Real Industry, Inc. engages in aluminum smelting, processing, recycling, and alloying activities in the United States and internationally. The company is headquartered in Sherman Oaks, California.
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