Crowdstrike Holdings Inc (CRWD)vsTechTarget, Inc. Common Stock (TTGT)
CRWD
Crowdstrike Holdings Inc
$445.75
+2.22%
TECHNOLOGY · Cap: $114.73B
TTGT
TechTarget, Inc. Common Stock
$5.76
+0.35%
TECHNOLOGY · Cap: $422.91M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 889% more annual revenue ($4.81B vs $486.79M). CRWD leads profitability with a -3.4% profit margin vs -207.1%. TTGT appears more attractively valued with a PEG of 1.59. TTGT earns a higher WallStSmart Score of 51/100 (C-).
CRWD
Hold40
out of 100
Grade: D
TTGT
Buy51
out of 100
Grade: C-
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
+83.5%
Fair Value
$31.18
Current Price
$5.76
$25.42 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
Reasonable price relative to book value
Revenue surging 40.1% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
Expensive relative to growth rate
Smaller company, higher risk/reward
Weak financial health signals
ROE of -93.1% — 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 : TTGT
The strongest argument for TTGT centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 40.1% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : TTGT
The primary concerns for TTGT are PEG Ratio, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while TTGT is a hypergrowth play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.07 — expect wider price swings.
TTGT is growing revenue faster at 40.1% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
TTGT scores higher overall (51/100 vs 40/100) and 40.1% revenue growth. 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 →TechTarget, Inc. Common Stock
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
TechTarget, Inc. provides business impact sales and marketing services for business technology companies in North America and internationally. The company is headquartered in Newton, Massachusetts.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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