Crowdstrike Holdings Inc (CRWD)vsW. R. Berkley Corp (WRB)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
WRB
W. R. Berkley Corp
$64.49
-0.83%
FINANCIAL SERVICES · Cap: $24.51B
Smart Verdict
WallStSmart Research — data-driven comparison
W. R. Berkley Corp generates 206% more annual revenue ($14.71B vs $4.81B). WRB leads profitability with a 12.1% profit margin vs -3.4%. CRWD appears more attractively valued with a PEG of 3.37. WRB earns a higher WallStSmart Score of 55/100 (C-).
CRWD
Hold40
out of 100
Grade: D
WRB
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-136.4%
Fair Value
$30.26
Current Price
$64.49
$34.23 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Attractively priced relative to earnings
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 22.1x book value
1.5% revenue growth
Weak financial health signals
Expensive relative to growth rate
Earnings declined 21.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : WRB
The strongest argument for WRB centers on P/E Ratio, Price/Book.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : WRB
The primary concerns for WRB are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
CRWD profiles as a growth stock while WRB is a value play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.12 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
WRB generates stronger free cash flow (896M), providing more financial flexibility.
Bottom Line
WRB scores higher overall (55/100 vs 40/100). 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.
W. R. Berkley Corp
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
W. R. Berkley Corporation is a commercial lines property & casualty insurance holding company organized in Delaware and based in Greenwich, Connecticut.
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