Crowdstrike Holdings Inc (CRWD)vsServiceTitan, Inc. Class A Common Stock (TTAN)
CRWD
Crowdstrike Holdings Inc
$445.75
+2.22%
TECHNOLOGY · Cap: $114.73B
TTAN
ServiceTitan, Inc. Class A Common Stock
$61.72
+3.80%
TECHNOLOGY · Cap: $5.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 401% more annual revenue ($4.81B vs $960.97M). CRWD leads profitability with a -3.4% profit margin vs -16.6%. 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
-13.9%
Fair Value
$400.18
Current Price
$445.75
$45.57 premium
Margin of Safety
-12.8%
Fair Value
$53.86
Current Price
$61.72
$7.86 premium
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
Revenue surging 21.4% year-over-year
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
0.0% earnings growth
ROE of -10.7% — below average capital efficiency
Currently unprofitable
Operating margin of -15.6%
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 Revenue Growth. Revenue growth of 21.4% 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, Profit Margin.
Key Dynamics to Monitor
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), 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 tailored to enhance operational efficiency in the residential and commercial service sectors, particularly within plumbing, HVAC, and electrical services. The company equips contractors with sophisticated tools for scheduling, invoicing, and customer management, harnessing data analytics and automation to drive performance and profitability. As a pivotal player in the service industry, ServiceTitan is committed to ongoing product innovation and market expansion, establishing itself as an essential ally for contractors in an evolving competitive environment.
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