Cognyte Software Ltd (CGNT)vsCrowdstrike Holdings Inc (CRWD)
CGNT
Cognyte Software Ltd
$7.88
-3.31%
TECHNOLOGY · Cap: $580.65M
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1139% more annual revenue ($4.81B vs $388.30M). CGNT leads profitability with a -1.5% profit margin vs -3.4%. CRWD earns a higher WallStSmart Score of 40/100 (D).
CGNT
Hold36
out of 100
Grade: F
CRWD
Hold40
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 3.2%
ROE of -0.3% — below average capital efficiency
Earnings declined 74.8%
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CGNT
The strongest argument for CGNT centers on Debt/Equity, Price/Book. Revenue growth of 13.2% demonstrates continued momentum.
Bull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% 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 Operating Margin, Piotroski F-Score, PEG Ratio.
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 1.66 — 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
CRWD scores higher overall (40/100 vs 36/100) and 23.3% 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.
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