Crowdstrike Holdings Inc (CRWD)vsSS&C Technologies Holdings Inc (SSNC)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
SSNC
SS&C Technologies Holdings Inc
$69.49
+0.56%
TECHNOLOGY · Cap: $16.69B
Smart Verdict
WallStSmart Research — data-driven comparison
SS&C Technologies Holdings Inc generates 33% more annual revenue ($6.41B vs $4.81B). SSNC leads profitability with a 12.7% profit margin vs -3.4%. SSNC appears more attractively valued with a PEG of 0.72. SSNC earns a higher WallStSmart Score of 66/100 (B-).
CRWD
Hold40
out of 100
Grade: D
SSNC
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Margin of Safety
+52.0%
Fair Value
$151.82
Current Price
$69.49
$82.33 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
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 24.2%
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
Distress zone — elevated risk
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 : SSNC
The strongest argument for SSNC centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : SSNC
The primary concerns for SSNC are Altman Z-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while SSNC is a value play — different risk/reward profiles.
SSNC carries more volatility with a beta of 1.19 — 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
SSNC scores higher overall (66/100 vs 40/100). 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 →SS&C Technologies Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SS&C Technologies Holdings, Inc. provides software products and software-enabled services to the healthcare and financial services industries. The company is headquartered in Windsor, Connecticut.
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