Crowdstrike Holdings Inc (CRWD)vsNeonode Inc (NEON)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
NEON
Neonode Inc
$1.66
+5.73%
TECHNOLOGY · Cap: $27.69M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 233266% more annual revenue ($4.81B vs $2.06M). NEON leads profitability with a 411.9% profit margin vs -3.4%. NEON appears more attractively valued with a PEG of 0.37. NEON earns a higher WallStSmart Score of 50/100 (D+).
CRWD
Hold40
out of 100
Grade: D
NEON
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Intrinsic value data unavailable for NEON.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 533.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 23.3% year-over-year
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 39 in profit
Keeps 412 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
Revenue declined 20.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : NEON
The strongest argument for NEON centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 411.9% and operating margin at -454.6%. PEG of 0.37 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : NEON
The primary concerns for NEON are EPS Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NEON is a declining play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.07 — 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
NEON scores higher overall (50/100 vs 40/100), backed by strong 411.9% margins. 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.
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 →Neonode Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Neonode Inc., develops optical sensing solutions for touchless touch, touch, gesture detection, and in-cabin monitoring in the United States, Japan, South Korea, China, and internationally. The company is headquartered in Stockholm, Sweden.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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