A10 Network (ATEN)vsCrowdstrike Holdings Inc (CRWD)
ATEN
A10 Network
$30.57
-3.56%
TECHNOLOGY · Cap: $2.17B
CRWD
Crowdstrike Holdings Inc
$671.02
-1.26%
TECHNOLOGY · Cap: $195.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1507% more annual revenue ($4.81B vs $299.42M). ATEN leads profitability with a 14.9% profit margin vs -3.4%. CRWD appears more attractively valued with a PEG of 6.45. ATEN earns a higher WallStSmart Score of 57/100 (C).
ATEN
Buy57
out of 100
Grade: C
CRWD
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ATEN.
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 20 in profit
Earnings expanding 29.4% YoY
Earnings expanding 533.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 23.3% year-over-year
Areas to Watch
Trading at 9.9x book value
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ATEN
The strongest argument for ATEN centers on Return on Equity, EPS Growth. Revenue growth of 13.4% demonstrates continued momentum.
Bull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 23.3% demonstrates continued momentum.
Bear Case : ATEN
The primary concerns for ATEN are Price/Book, Altman Z-Score, Piotroski F-Score. A P/E of 49.4x leaves little room for execution misses.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
ATEN profiles as a value stock while CRWD is a growth play — different risk/reward profiles.
ATEN carries more volatility with a beta of 1.17 — 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
ATEN scores higher overall (57/100 vs 40/100) and 13.4% 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.
A10 Network
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
A10 Networks, Inc. offers network solutions in the United States, Japan, other Asia Pacific countries, and EMEA. The company is headquartered in San Jose, California.
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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