Crowdstrike Holdings Inc (CRWD)vsRepay Holdings Corp (RPAY)
CRWD
Crowdstrike Holdings Inc
$179.38
+3.26%
TECHNOLOGY · Cap: $191.86B
RPAY
Repay Holdings Corp
$4.04
-2.88%
TECHNOLOGY · Cap: $341.78M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1529% more annual revenue ($5.09B vs $312.73M). CRWD leads profitability with a -0.6% profit margin vs -82.7%. CRWD earns a higher WallStSmart Score of 39/100 (F).
CRWD
Hold39
out of 100
Grade: F
RPAY
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
Intrinsic value data unavailable for RPAY.
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
Reasonable price relative to book value
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
4.5% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -54.1% — below average capital efficiency
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 : RPAY
The strongest argument for RPAY centers on Price/Book.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : RPAY
The primary concerns for RPAY are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
CRWD profiles as a growth stock while RPAY is a turnaround play — different risk/reward profiles.
RPAY carries more volatility with a beta of 1.83 — 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. 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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