Crowdstrike Holdings Inc (CRWD)vsWorkiva Inc (WK)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
WK
Workiva Inc
$53.91
-0.52%
TECHNOLOGY · Cap: $3.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 444% more annual revenue ($4.81B vs $884.57M). WK leads profitability with a -3.0% profit margin vs -3.4%. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
WK
Avoid32
out of 100
Grade: F
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
+16.3%
Fair Value
$77.57
Current Price
$53.91
$23.66 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
19.5% revenue growth
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
0.0% earnings growth
Operating margin of 3.3%
ROE of -2763.0% — below average capital efficiency
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 : WK
The strongest argument for WK centers on Revenue Growth. Revenue growth of 19.5% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : WK
The primary concerns for WK are EPS Growth, Operating Margin, Return on Equity.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.07 — 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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRWD scores higher overall (40/100 vs 32/100) and 23.3% revenue growth. WK offers better value entry with a 16.3% 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 →Workiva Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Workiva Inc. provides global cloud-based compliance and regulatory reporting solutions. The company is headquartered in Ames, Iowa.
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