Crowdstrike Holdings Inc (CRWD)vsTenable Holdings Inc (TENB)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
TENB
Tenable Holdings Inc
$18.11
-4.38%
TECHNOLOGY · Cap: $2.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 381% more annual revenue ($4.81B vs $999.40M). CRWD leads profitability with a -3.4% profit margin vs -3.6%. TENB appears more attractively valued with a PEG of 0.99. TENB earns a higher WallStSmart Score of 43/100 (D).
CRWD
Hold40
out of 100
Grade: D
TENB
Hold43
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Growing faster than its price suggests
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
0.0% earnings growth
ROE of -10.0% — below average capital efficiency
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : TENB
The strongest argument for TENB centers on PEG Ratio. Revenue growth of 10.5% demonstrates continued momentum. PEG of 0.99 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 : TENB
The primary concerns for TENB are EPS Growth, Return on Equity, Profit Margin.
Key Dynamics to Monitor
CRWD profiles as a growth stock while TENB is a turnaround play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.12 — 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
TENB scores higher overall (43/100 vs 40/100) and 10.5% revenue growth. 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.
Tenable Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Tenable Holdings, Inc. offers cyber exposure solutions in the Americas, Europe, the Middle East, Africa, Asia Pacific, and Japan. The company is headquartered in Columbia, Maryland.
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