Crowdstrike Holdings Inc (CRWD)vsNCR Voyix Corporation (VYX)
CRWD
Crowdstrike Holdings Inc
$206.74
+13.85%
TECHNOLOGY · Cap: $211.69B
VYX
NCR Voyix Corporation
$8.55
+5.95%
TECHNOLOGY · Cap: $1.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 112% more annual revenue ($5.40B vs $2.54B). VYX leads profitability with a 3.0% profit margin vs 0.8%. VYX appears more attractively valued with a PEG of 2.68. VYX earns a higher WallStSmart Score of 44/100 (D).
CRWD
Hold43
out of 100
Grade: D
VYX
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+1.1%
Fair Value
$10.01
Current Price
$8.55
$1.46 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 25.8% year-over-year
Reasonable price relative to book value
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Moderate valuation
Smaller company, higher risk/reward
3.0% margin — thin
Operating margin of 2.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bull Case : VYX
The strongest argument for VYX centers on Price/Book.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : VYX
The primary concerns for VYX are P/E Ratio, Market Cap, Profit Margin. Thin 3.0% 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 1.50 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
VYX scores higher overall (44/100 vs 43/100). 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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