Crowdstrike Holdings Inc (CRWD)vsTradeweb Markets Inc (TW)
CRWD
Crowdstrike Holdings Inc
$369.58
-5.87%
TECHNOLOGY · Cap: $93.73B
TW
Tradeweb Markets Inc
$116.57
-0.91%
FINANCIAL SERVICES · Cap: $25.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 135% more annual revenue ($4.81B vs $2.05B). TW leads profitability with a 39.6% profit margin vs -3.4%. TW appears more attractively valued with a PEG of 3.02. TW earns a higher WallStSmart Score of 65/100 (C+).
CRWD
Hold40
out of 100
Grade: D
TW
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+35.1%
Fair Value
$177.37
Current Price
$116.57
$60.80 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 100.0%
Earnings expanding 533.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 23.3% year-over-year
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 42.4%
Earnings expanding 128.8% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 21.1x book value
ROE of -4.1% — below average capital efficiency
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Operating Margin, EPS Growth, Market Cap. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : TW
The strongest argument for TW centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.6% and operating margin at 42.4%. Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : TW
The primary concerns for TW are P/E Ratio, PEG Ratio.
Key Dynamics to Monitor
CRWD profiles as a growth stock while TW is a mature 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
TW scores higher overall (65/100 vs 40/100), backed by strong 39.6% margins and 12.5% 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 →Tradeweb Markets Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Tradeweb Markets Inc. creates and operates electronic marketplaces in the Americas, Europe, the Middle East, Africa, Asia Pacific and internationally.
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