PowerFleet, Inc. (AIOT)vsCrowdstrike Holdings Inc (CRWD)
AIOT
PowerFleet, Inc.
$4.00
+2.30%
TECHNOLOGY · Cap: $559.53M
CRWD
Crowdstrike Holdings Inc
$179.38
+3.26%
TECHNOLOGY · Cap: $191.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1048% more annual revenue ($5.09B vs $443.78M). CRWD leads profitability with a -0.6% profit margin vs -4.6%. AIOT appears more attractively valued with a PEG of 0.76. AIOT earns a higher WallStSmart Score of 53/100 (C-).
AIOT
Buy53
out of 100
Grade: C-
CRWD
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AIOT.
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$179.38
$79.64 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Earnings expanding 533.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 25.6% year-over-year
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -4.3% — below average capital efficiency
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Trading at 39.4x book value
ROE of -0.5% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : AIOT
The strongest argument for AIOT centers on Price/Book, PEG Ratio. Revenue growth of 10.5% demonstrates continued momentum. PEG of 0.76 suggests the stock is reasonably priced for its growth.
Bull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% 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 Piotroski F-Score, PEG Ratio, Price/Book.
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 1.42 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
AIOT scores higher overall (53/100 vs 39/100) and 10.5% revenue growth. 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.
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