Crowdstrike Holdings Inc (CRWD)vsRapid7 Inc (RPD)
CRWD
Crowdstrike Holdings Inc
$229.06
+0.35%
TECHNOLOGY · Cap: $256.42B
RPD
Rapid7 Inc
$14.40
-2.57%
TECHNOLOGY · Cap: $1.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 535% more annual revenue ($5.40B vs $850.37M). RPD leads profitability with a 1.6% profit margin vs 0.8%. RPD appears more attractively valued with a PEG of 0.77. CRWD earns a higher WallStSmart Score of 43/100 (D).
CRWD
Hold43
out of 100
Grade: D
RPD
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+87.7%
Fair Value
$60.04
Current Price
$14.40
$45.64 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
Growing faster than its price suggests
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Smaller company, higher risk/reward
1.6% margin — thin
Operating margin of 3.1%
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 : RPD
The strongest argument for RPD centers on PEG Ratio. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 4173.8x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : RPD
The primary concerns for RPD are Market Cap, Profit Margin, Operating Margin. A P/E of 70.4x leaves little room for execution misses. Debt-to-equity of 4.34 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRWD profiles as a growth stock while RPD is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.20 — 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.
Bottom Line
CRWD scores higher overall (43/100 vs 42/100) and 25.8% revenue growth. RPD offers better value entry with a 87.7% 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 →Rapid7 Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Rapid7, Inc. provides cyber security solutions. The company is headquartered in Boston, Massachusetts.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?