Cognyte Software Ltd (CGNT)vsCrowdstrike Holdings Inc (CRWD)
CGNT
Cognyte Software Ltd
$9.08
-4.52%
TECHNOLOGY · Cap: $702.27M
CRWD
Crowdstrike Holdings Inc
$250.43
-3.44%
TECHNOLOGY · Cap: $256.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1180% more annual revenue ($5.40B vs $421.71M). CRWD leads profitability with a 0.8% profit margin vs -0.0%. CGNT earns a higher WallStSmart Score of 44/100 (D).
CGNT
Hold44
out of 100
Grade: D
CRWD
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-3.5%
Fair Value
$6.96
Current Price
$9.08
$2.12 premium
Intrinsic value data unavailable for CRWD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 177.7% YoY
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 4.3%
ROE of -0.0% — below average capital efficiency
Negative free cash flow — burning cash
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CGNT
The strongest argument for CGNT centers on EPS Growth, Debt/Equity. Revenue growth of 12.0% demonstrates continued momentum.
Bull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bear Case : CGNT
The primary concerns for CGNT are Market Cap, Operating Margin, Return on Equity.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 4173.8x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
CGNT profiles as a turnaround stock while CRWD is a growth play — different risk/reward profiles.
CGNT carries more volatility with a beta of 1.59 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
CGNT scores higher overall (44/100 vs 43/100) and 12.0% revenue growth. Both earn "Hold" 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.
Cognyte Software Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Cognyte Software Ltd. provides security analysis software to governments and companies around the world. The company is headquartered in Herzliya, Israel.
Visit Website →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 →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?