Crowdstrike Holdings Inc (CRWD)vsWorkday Inc (WDAY)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
WDAY
Workday Inc
$185.70
+0.33%
TECHNOLOGY · Cap: $44.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Workday Inc generates 88% more annual revenue ($10.15B vs $5.40B). WDAY leads profitability with a 12.3% profit margin vs 0.8%. WDAY appears more attractively valued with a PEG of 0.72. WDAY earns a higher WallStSmart Score of 65/100 (C+).
CRWD
Hold43
out of 100
Grade: D
WDAY
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+76.0%
Fair Value
$601.74
Current Price
$185.70
$416.04 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
Earnings expanding 206.0% YoY
Growing faster than its price suggests
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : WDAY
The strongest argument for WDAY centers on EPS Growth, PEG Ratio. Revenue growth of 12.8% demonstrates continued momentum. PEG of 0.72 suggests the stock is reasonably priced for its growth.
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 : WDAY
The primary concerns for WDAY are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while WDAY is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.25 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
WDAY generates stronger free cash flow (460M), providing more financial flexibility.
Bottom Line
WDAY scores higher overall (65/100 vs 43/100) and 12.8% revenue growth. Both earn "Buy" 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 →Workday Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Workday, Inc. provides business applications in the cloud worldwide. The company is headquartered in Pleasanton, California.
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