WallStSmart

PowerFleet, Inc. (AIOT)vsCrowdstrike Holdings Inc (CRWD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Crowdstrike Holdings Inc generates 1012% more annual revenue ($4.81B vs $432.93M). CRWD leads profitability with a -3.4% profit margin vs -7.0%. AIOT appears more attractively valued with a PEG of 0.76. AIOT earns a higher WallStSmart Score of 54/100 (C-).

AIOT

Buy

54

out of 100

Grade: C-

Growth: 6.7Profit: 3.5Value: 6.7Quality: 5.0

CRWD

Hold

40

out of 100

Grade: D

Growth: 8.0Profit: 2.5Value: 4.0Quality: 4.3
Piotroski: 1/9Altman Z: 1.01

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AIOT2 strengths · Avg: 9.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

PEG RatioValuation
0.768/10

Growing faster than its price suggests

CRWD2 strengths · Avg: 8.5/10
Market CapQuality
$99.67B9/10

Large-cap with strong market position

Revenue GrowthGrowth
23.3%8/10

Revenue surging 23.3% year-over-year

Areas to Watch

AIOT4 concerns · Avg: 2.5/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$374.27M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-6.4%2/10

ROE of -6.4% — below average capital efficiency

Profit MarginProfitability
-7.0%1/10

Currently unprofitable

CRWD4 concerns · Avg: 2.5/10
Operating MarginProfitability
1.0%3/10

Operating margin of 1.0%

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
3.372/10

Expensive relative to growth rate

Price/BookValuation
22.1x2/10

Trading at 22.1x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : AIOT

The strongest argument for AIOT centers on Price/Book, PEG Ratio. PEG of 0.76 suggests the stock is reasonably priced for its growth.

Bull Case : CRWD

The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.

Bear Case : AIOT

The primary concerns for AIOT are EPS Growth, Market Cap, Return on Equity.

Bear Case : CRWD

The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

AIOT profiles as a turnaround stock while CRWD is a growth play — different risk/reward profiles.

AIOT carries more volatility with a beta of 1.36 — 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.

Bottom Line

AIOT scores higher overall (54/100 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.

PowerFleet, Inc.

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

PowerFleet, Inc. provides Internet-of-Things solutions in the United States, Israel, and internationally. The company is headquartered in Woodcliff Lake, New Jersey.

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.

Want to dig deeper into these stocks?