Crowdstrike Holdings Inc (CRWD)vsVertex (VERX)
CRWD
Crowdstrike Holdings Inc
$671.02
+0.81%
TECHNOLOGY · Cap: $176.39B
VERX
Vertex
$10.58
0.00%
TECHNOLOGY · Cap: $1.99B
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 39/100 (F).
CRWD
Hold39
out of 100
Grade: F
VERX
Avoid27
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-72.9%
Fair Value
$396.04
Current Price
$671.02
$274.98 premium
Margin of Safety
+55.5%
Fair Value
$28.81
Current Price
$10.58
$18.23 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 25.6% year-over-year
No standout strengths identified
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 36.9x book value
ROE of -0.5% — below average capital efficiency
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
ROE of -2.6% — 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 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 Market Cap, Debt/Equity, Piotroski F-Score.
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 1.24 — 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 (39/100 vs 27/100) and 25.6% revenue growth. VERX offers better value entry with a 55.5% 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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