Crowdstrike Holdings Inc (CRWD)vsZoom Video Communications Inc (ZM)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
ZM
Zoom Video Communications Inc
$95.57
+0.12%
TECHNOLOGY · Cap: $28.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 8% more annual revenue ($5.40B vs $4.99B). ZM leads profitability with a 65.2% profit margin vs 0.8%. ZM appears more attractively valued with a PEG of 2.72. ZM earns a higher WallStSmart Score of 71/100 (B).
CRWD
Hold43
out of 100
Grade: D
ZM
Strong Buy71
out of 100
Grade: B
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
Attractively priced relative to earnings
Keeps 65 of every $100 in revenue as profit
Earnings expanding 342.3% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 29 in profit
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
4.9% revenue growth
Expensive relative to growth rate
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 : ZM
The strongest argument for ZM centers on P/E Ratio, Profit Margin, EPS Growth. Profitability is solid with margins at 65.2% and operating margin at 24.6%.
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 : ZM
The primary concerns for ZM are Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
CRWD profiles as a growth stock while ZM 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.
ZM generates stronger free cash flow (472M), providing more financial flexibility.
Bottom Line
ZM scores higher overall (71/100 vs 43/100), backed by strong 65.2% margins. 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 →Zoom Video Communications Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Zoom Video Communications, Inc. provides a premier video communications platform in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in San Jose, California.
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