Crowdstrike Holdings Inc (CRWD)vsTransAct Technologies Incorporated (TACT)
CRWD
Crowdstrike Holdings Inc
$763.14
+1.26%
TECHNOLOGY · Cap: $178.47B
TACT
TransAct Technologies Incorporated
$5.61
+2.19%
TECHNOLOGY · Cap: $52.41M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 9540% more annual revenue ($5.09B vs $52.84M). CRWD leads profitability with a -0.6% profit margin vs -0.9%. TACT appears more attractively valued with a PEG of 0.75. TACT earns a higher WallStSmart Score of 59/100 (C).
CRWD
Hold39
out of 100
Grade: F
TACT
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-77.0%
Fair Value
$396.04
Current Price
$763.14
$367.10 premium
Margin of Safety
+39.7%
Fair Value
$5.94
Current Price
$5.61
$0.33 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 25.6% year-over-year
Earnings expanding 3863.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 41.9x book value
ROE of -0.5% — below average capital efficiency
Smaller company, higher risk/reward
Weak financial health signals
ROE of -1.5% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : TACT
The strongest argument for TACT centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 10.4% demonstrates continued momentum. PEG of 0.75 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : TACT
The primary concerns for TACT are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
CRWD profiles as a growth stock while TACT is a turnaround play — different risk/reward profiles.
TACT carries more volatility with a beta of 1.27 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
TACT scores higher overall (59/100 vs 39/100) and 10.4% revenue growth. Both earn "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 →TransAct Technologies Incorporated
TECHNOLOGY · COMPUTER HARDWARE · USA
TransAct Technologies Incorporated designs, develops and markets specialized and transaction-based printers and terminals in the United States and internationally. The company is headquartered in Hamden, Connecticut.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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