Crowdstrike Holdings Inc (CRWD)vsVertex (VERX)
CRWD
Crowdstrike Holdings Inc
$221.90
-0.05%
TECHNOLOGY · Cap: $215.08B
VERX
Vertex
$12.30
+0.57%
TECHNOLOGY · Cap: $2.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 563% more annual revenue ($5.09B vs $768.03M). CRWD leads profitability with a -0.6% profit margin vs -0.8%. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
VERX
Avoid29
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+54.8%
Fair Value
$28.40
Current Price
$12.30
$16.10 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.6% year-over-year
No standout strengths identified
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 48.8x book value
ROE of -0.5% — below average capital efficiency
Elevated debt levels
Weak financial health signals
ROE of -2.6% — below average capital efficiency
Earnings declined 44.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : VERX
Revenue growth of 11.1% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : VERX
The primary concerns for VERX are Debt/Equity, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
CRWD profiles as a growth stock while VERX is a turnaround play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.23 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (40/100 vs 29/100) and 25.6% revenue growth. VERX offers better value entry with a 54.8% margin of safety. 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 →Vertex
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Vertex, Inc. provides tax technology solutions for corporations in the retail, communications, leasing, and manufacturing industries in the United States and internationally. The company is headquartered in King of Prussia, Pennsylvania.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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