Crowdstrike Holdings Inc (CRWD)vsThryv Holdings Inc (THRY)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
THRY
Thryv Holdings Inc
$3.58
-2.19%
TECHNOLOGY · Cap: $170.48M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 513% more annual revenue ($4.81B vs $785.01M). THRY leads profitability with a 0.0% profit margin vs -3.4%. THRY earns a higher WallStSmart Score of 51/100 (C-).
CRWD
Hold40
out of 100
Grade: D
THRY
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Intrinsic value data unavailable for THRY.
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
Reasonable price relative to book value
Earnings expanding 106.7% YoY
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
2.7% revenue growth
Smaller company, higher risk/reward
ROE of 0.1% — below average capital efficiency
0.0% margin — thin
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 : THRY
The strongest argument for THRY centers on Price/Book, EPS Growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : THRY
The primary concerns for THRY are Revenue Growth, Market Cap, Return on Equity. A P/E of 386.0x leaves little room for execution misses. Thin 0.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while THRY is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.07 — 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
THRY scores higher overall (51/100 vs 40/100). 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 →Thryv Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Thryv Holdings, Inc. provides cloud-based tools and digital marketing solutions to small and medium-sized businesses (SMBs) in the United States. The company is headquartered in DFW Airport, Texas.
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