Crowdstrike Holdings Inc (CRWD)vsRackspace Technology Inc (RXT)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.26%
TECHNOLOGY · Cap: $195.73B
RXT
Rackspace Technology Inc
$5.59
+7.29%
TECHNOLOGY · Cap: $1.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 78% more annual revenue ($4.81B vs $2.70B). CRWD leads profitability with a -3.4% profit margin vs -5.4%. RXT appears more attractively valued with a PEG of 4.93. RXT earns a higher WallStSmart Score of 41/100 (D).
CRWD
Hold40
out of 100
Grade: D
RXT
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Intrinsic value data unavailable for RXT.
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
Conservative balance sheet, low leverage
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
1.9% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Expensive relative to growth rate
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 : RXT
The strongest argument for RXT centers on Debt/Equity.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : RXT
The primary concerns for RXT are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
CRWD profiles as a growth stock while RXT is a turnaround play — different risk/reward profiles.
RXT carries more volatility with a beta of 3.05 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
RXT scores higher overall (41/100 vs 40/100). 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 →Rackspace Technology Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Rackspace Technology, Inc. is a global multi-cloud technology services company. The company is headquartered in San Antonio, Texas.
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