Crowdstrike Holdings Inc (CRWD)vsWorkday Inc (WDAY)
CRWD
Crowdstrike Holdings Inc
$671.02
+1.48%
TECHNOLOGY · Cap: $195.73B
WDAY
Workday Inc
$144.28
-2.45%
TECHNOLOGY · Cap: $32.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Workday Inc generates 105% more annual revenue ($9.85B vs $4.81B). WDAY leads profitability with a 8.6% profit margin vs -3.4%. WDAY appears more attractively valued with a PEG of 0.51. WDAY earns a higher WallStSmart Score of 66/100 (B-).
CRWD
Hold40
out of 100
Grade: D
WDAY
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Margin of Safety
+75.2%
Fair Value
$583.88
Current Price
$144.28
$439.60 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
Earnings expanding 248.0% YoY
Growing faster than its price suggests
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : WDAY
The strongest argument for WDAY centers on EPS Growth, PEG Ratio. Revenue growth of 13.5% demonstrates continued momentum. PEG of 0.51 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : WDAY
The primary concerns for WDAY are P/E Ratio, Altman Z-Score. A P/E of 40.9x leaves little room for execution misses.
Key Dynamics to Monitor
CRWD profiles as a growth stock while WDAY is a value play — different risk/reward profiles.
WDAY carries more volatility with a beta of 1.08 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
WDAY generates stronger free cash flow (616M), providing more financial flexibility.
Bottom Line
WDAY scores higher overall (66/100 vs 40/100) and 13.5% revenue growth. Both earn "Strong 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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