Crowdstrike Holdings Inc (CRWD)vsTucows Inc. (TCX)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.26%
TECHNOLOGY · Cap: $195.73B
TCX
Tucows Inc.
$13.69
+2.93%
TECHNOLOGY · Cap: $147.62M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1126% more annual revenue ($4.81B vs $392.35M). CRWD leads profitability with a -3.4% profit margin vs -20.1%. TCX appears more attractively valued with a PEG of 1.89. TCX earns a higher WallStSmart Score of 46/100 (D+).
CRWD
Hold40
out of 100
Grade: D
TCX
Hold46
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
Margin of Safety
+30.9%
Fair Value
$25.70
Current Price
$13.69
$12.01 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
Earnings expanding 90.2% YoY
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
Expensive relative to growth rate
2.2% revenue growth
Smaller company, higher risk/reward
ROE of -1012.0% — below average capital efficiency
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 : TCX
The strongest argument for TCX centers on EPS Growth, Debt/Equity.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : TCX
The primary concerns for TCX are PEG Ratio, Revenue Growth, Market Cap.
Key Dynamics to Monitor
CRWD profiles as a growth stock while TCX is a turnaround play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.06 — 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
TCX scores higher overall (46/100 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 →Tucows Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Tucows Inc. provides network access, domain name registration, email, mobile phone, and other Internet services in Canada, the United States, and Europe. The company is headquartered in Toronto, Canada.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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