Crowdstrike Holdings Inc (CRWD)vsYext Inc (YEXT)
CRWD
Crowdstrike Holdings Inc
$671.02
+1.48%
TECHNOLOGY · Cap: $195.73B
YEXT
Yext Inc
$3.89
-1.77%
TECHNOLOGY · Cap: $459.51M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 978% more annual revenue ($4.81B vs $446.58M). YEXT leads profitability with a 8.5% profit margin vs -3.4%. YEXT earns a higher WallStSmart Score of 46/100 (D+).
CRWD
Hold40
out of 100
Grade: D
YEXT
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Intrinsic value data unavailable for YEXT.
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
Every $100 of equity generates 162 in profit
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 38.4x book value
0.0% earnings growth
Smaller company, higher risk/reward
Premium valuation, high expectations priced in
Revenue declined 1.0%
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 : YEXT
The strongest argument for YEXT centers on Return on Equity, Price/Book.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : YEXT
The primary concerns for YEXT are EPS Growth, Market Cap, P/E Ratio. A P/E of 65.6x leaves little room for execution misses. Debt-to-equity of 9.18 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRWD profiles as a growth stock while YEXT is a value play — different risk/reward profiles.
YEXT carries more volatility with a beta of 1.14 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
YEXT scores higher overall (46/100 vs 40/100). 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 →Yext Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Yext Inc. is a market leader in digital knowledge management, dedicated to enhancing online visibility and customer engagement for businesses across diverse sectors. Utilizing cutting-edge artificial intelligence and natural language processing, Yext delivers robust local search engine optimization solutions while maintaining real-time data accuracy to support brand consistency. As companies increasingly confront the challenges of the digital landscape, Yext positions itself as an essential ally, improving customer experiences and facilitating impactful interactions across various digital channels.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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