Crowdstrike Holdings Inc (CRWD)vsYext Inc (YEXT)
CRWD
Crowdstrike Holdings Inc
$250.06
+4.97%
TECHNOLOGY · Cap: $211.69B
YEXT
Yext Inc
$6.44
+1.10%
TECHNOLOGY · Cap: $630.49M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1118% more annual revenue ($5.40B vs $443.02M). YEXT leads profitability with a 5.9% profit margin vs 0.8%. YEXT trades at a lower P/E of 37.5x. YEXT earns a higher WallStSmart Score of 54/100 (C-).
CRWD
Hold43
out of 100
Grade: D
YEXT
Buy54
out of 100
Grade: C-
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
Every $100 of equity generates 73 in profit
Earnings expanding 390.2% YoY
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
Smaller company, higher risk/reward
5.9% margin — thin
Revenue declined 1.8%
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 : YEXT
The strongest argument for YEXT centers on Return on Equity, EPS 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 : YEXT
The primary concerns for YEXT are P/E Ratio, Market Cap, Profit Margin. Debt-to-equity of 6.22 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.
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.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
YEXT scores higher overall (54/100 vs 43/100). 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.
Visit Website →Yext Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Yext Inc. is a leading innovator in digital knowledge management, focused on improving online visibility and customer engagement for enterprises across various sectors. By harnessing cutting-edge artificial intelligence and natural language processing technologies, Yext delivers robust local search engine optimization solutions and guarantees data accuracy to enhance brand consistency. As businesses navigate the complexities of the digital landscape, Yext positions itself as an essential partner that empowers organizations to elevate customer experiences and foster impactful interactions across diverse digital channels.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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