Crowdstrike Holdings Inc (CRWD)vsRepay Holdings Corp (RPAY)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
RPAY
Repay Holdings Corp
$3.56
0.00%
TECHNOLOGY · Cap: $342.15M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1497% more annual revenue ($5.40B vs $337.81M). CRWD leads profitability with a 0.8% profit margin vs -49.6%. RPAY earns a higher WallStSmart Score of 46/100 (D+).
CRWD
Hold43
out of 100
Grade: D
RPAY
Hold46
out of 100
Grade: D+
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
Reasonable price relative to book value
Revenue surging 33.2% 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
0.0% earnings growth
Smaller company, higher risk/reward
Elevated debt levels
ROE of -54.1% — below average capital efficiency
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 : RPAY
The strongest argument for RPAY centers on Price/Book, Revenue Growth. Revenue growth of 33.2% 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 : RPAY
The primary concerns for RPAY are EPS Growth, Market Cap, Debt/Equity. Debt-to-equity of 1.64 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRWD profiles as a growth stock while RPAY is a hypergrowth play — different risk/reward profiles.
RPAY carries more volatility with a beta of 1.83 — expect wider price swings.
RPAY is growing revenue faster at 33.2% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
RPAY scores higher overall (46/100 vs 43/100) and 33.2% revenue growth. 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 →Repay Holdings Corp
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Repay Holdings Corporation provides integrated payment processing solutions to industry-oriented markets. The company is headquartered in Atlanta, Georgia.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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