Crowdstrike Holdings Inc (CRWD)vsServiceTitan, Inc. Class A Common Stock (TTAN)
CRWD
Crowdstrike Holdings Inc
$671.02
+1.48%
TECHNOLOGY · Cap: $195.73B
TTAN
ServiceTitan, Inc. Class A Common Stock
$77.40
+4.13%
TECHNOLOGY · Cap: $6.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 375% more annual revenue ($4.81B vs $1.01B). CRWD leads profitability with a -3.4% profit margin vs -13.4%. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
TTAN
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Intrinsic value data unavailable for TTAN.
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Revenue surging 24.6% year-over-year
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
0.0% earnings growth
ROE of -10.5% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
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 : TTAN
The strongest argument for TTAN centers on Debt/Equity, Altman Z-Score, Revenue Growth. Revenue growth of 24.6% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : TTAN
The primary concerns for TTAN are EPS Growth, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
TTAN is growing revenue faster at 24.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRWD scores higher overall (40/100 vs 33/100) and 23.3% revenue growth. Both earn "Hold" and "Avoid" 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 →ServiceTitan, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceTitan, Inc. (TTAN) is a premier software platform dedicated to enhancing operational efficiency for residential and commercial service contractors, particularly in plumbing, HVAC, and electrical sectors. By equipping businesses with cutting-edge tools for scheduling, invoicing, and customer relationship management, the company harnesses data analytics and automation to drive significant improvements in performance and profitability. With a strong focus on innovation and strategic market growth, ServiceTitan stands out as an essential ally for service contractors adapting to a rapidly changing competitive environment, presenting a compelling investment prospect for institutional investors seeking exposure in this sector.
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