Crowdstrike Holdings Inc (CRWD)vsUpland Software Inc (UPLD)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
UPLD
Upland Software Inc
$0.65
+9.04%
TECHNOLOGY · Cap: $17.48M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 2119% more annual revenue ($4.81B vs $216.88M). CRWD leads profitability with a -3.4% profit margin vs -17.9%. UPLD appears more attractively valued with a PEG of 1.25. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
UPLD
Hold38
out of 100
Grade: F
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 UPLD.
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
No standout strengths identified
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
Smaller company, higher risk/reward
ROE of -41.9% — below average capital efficiency
Revenue declined 27.5%
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 : UPLD
PEG of 1.25 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : UPLD
The primary concerns for UPLD are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
CRWD profiles as a growth stock while UPLD is a turnaround play — different risk/reward profiles.
UPLD carries more volatility with a beta of 1.34 — 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
CRWD scores higher overall (40/100 vs 38/100) and 23.3% revenue growth. Both earn "Hold" 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 →Upland Software Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Upland Software, Inc. offers cloud-based enterprise work management software in the United States, the United Kingdom, Canada, and internationally. The company is headquartered in Austin, Texas.
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