A10 Network (ATEN)vsCrowdstrike Holdings Inc (CRWD)
ATEN
A10 Network
$29.95
+4.07%
TECHNOLOGY · Cap: $2.62B
CRWD
Crowdstrike Holdings Inc
$179.38
+3.26%
TECHNOLOGY · Cap: $191.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1601% more annual revenue ($5.09B vs $299.42M). ATEN leads profitability with a 14.9% profit margin vs -0.6%. CRWD appears more attractively valued with a PEG of 6.22. ATEN earns a higher WallStSmart Score of 55/100 (C-).
ATEN
Buy55
out of 100
Grade: C-
CRWD
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-57.0%
Fair Value
$13.33
Current Price
$29.95
$16.62 premium
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
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 25.6% year-over-year
Areas to Watch
Trading at 9.7x book value
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
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 : 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 25.6% demonstrates continued momentum.
Bear Case : ATEN
The primary concerns for ATEN are Price/Book, Altman Z-Score, Piotroski F-Score. A P/E of 58.8x leaves little room for execution misses.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Key Dynamics to Monitor
ATEN profiles as a value stock while CRWD is a growth play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.24 — 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
ATEN scores higher overall (55/100 vs 39/100) 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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