Crowdstrike Holdings Inc (CRWD)vsSunrun Inc (RUN)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.26%
TECHNOLOGY · Cap: $195.73B
RUN
Sunrun Inc
$13.36
-9.89%
TECHNOLOGY · Cap: $3.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 52% more annual revenue ($4.81B vs $3.17B). RUN leads profitability with a 17.9% profit margin vs -3.4%. RUN appears more attractively valued with a PEG of 3.07. RUN earns a higher WallStSmart Score of 68/100 (B-).
CRWD
Hold40
out of 100
Grade: D
RUN
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Margin of Safety
+51.7%
Fair Value
$39.67
Current Price
$13.36
$26.32 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 23.3% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 43.2% year-over-year
Earnings expanding 214.4% YoY
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Operating margin of -6.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : RUN
The strongest argument for RUN centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 17.9% and operating margin at -6.0%. Revenue growth of 43.2% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : RUN
The primary concerns for RUN are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 4.45 is elevated, increasing financial risk.
Key Dynamics to Monitor
RUN carries more volatility with a beta of 2.30 — expect wider price swings.
RUN is growing revenue faster at 43.2% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RUN scores higher overall (68/100 vs 40/100), backed by strong 17.9% margins and 43.2% 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 →Sunrun Inc
TECHNOLOGY · SOLAR · USA
Sunrun Inc. is dedicated to the design, development, installation, sale, ownership and maintenance of residential solar energy systems in the United States. The company is headquartered in San Francisco, California.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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