Crowdstrike Holdings Inc (CRWD)vsSportradar Group AG (SRAD)
CRWD
Crowdstrike Holdings Inc
$527.77
+4.36%
TECHNOLOGY · Cap: $128.72B
SRAD
Sportradar Group AG
$13.04
-4.40%
TECHNOLOGY · Cap: $3.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 263% more annual revenue ($4.81B vs $1.33B). SRAD leads profitability with a 5.3% profit margin vs -3.4%. SRAD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
SRAD
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-27.0%
Fair Value
$398.25
Current Price
$527.77
$129.52 premium
Margin of Safety
+39.6%
Fair Value
$28.22
Current Price
$13.04
$15.18 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
Conservative balance sheet, low leverage
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 30.2x book value
ROE of 7.4% — below average capital efficiency
5.3% margin — thin
Premium valuation, high expectations priced in
Earnings declined 39.9%
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 : SRAD
The strongest argument for SRAD centers on Debt/Equity. Revenue growth of 11.3% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : SRAD
The primary concerns for SRAD are Return on Equity, Profit Margin, P/E Ratio. A P/E of 51.4x leaves little room for execution misses.
Key Dynamics to Monitor
CRWD profiles as a growth stock while SRAD is a value play — different risk/reward profiles.
SRAD carries more volatility with a beta of 1.65 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (40/100 vs 40/100) and 23.3% revenue growth. SRAD offers better value entry with a 39.6% 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 →Sportradar Group AG
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Sportradar Group AG is focused on operating as a portfolio company of Sportradar Holding AG providing integrated sports data and technology platforms to the sports betting industry in the UK, Malta, Switzerland and internationally. The company is headquartered in St. Gallen, Switzerland.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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