Crowdstrike Holdings Inc (CRWD)vsNCR Voyix Corporation (VYX)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
VYX
NCR Voyix Corporation
$6.87
-2.83%
TECHNOLOGY · Cap: $958.54M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 79% more annual revenue ($4.81B vs $2.69B). VYX leads profitability with a 2.3% profit margin vs -3.4%. VYX appears more attractively valued with a PEG of 2.68. VYX earns a higher WallStSmart Score of 46/100 (D+).
CRWD
Hold40
out of 100
Grade: D
VYX
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Margin of Safety
+58.9%
Fair Value
$24.08
Current Price
$6.87
$17.21 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
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
Smaller company, higher risk/reward
ROE of 3.6% — below average capital efficiency
2.3% margin — thin
Operating margin of 2.4%
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 : VYX
The strongest argument for VYX centers on Price/Book.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : VYX
The primary concerns for VYX are Market Cap, Return on Equity, Profit Margin. A P/E of 49.1x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while VYX is a value play — different risk/reward profiles.
VYX carries more volatility with a beta of 1.60 — 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
VYX scores higher overall (46/100 vs 40/100). 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 →NCR Voyix Corporation
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
NCR Corporation provides various software and services in the United States, Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in Atlanta, Georgia.
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