Crowdstrike Holdings Inc (CRWD)vsNETGEAR Inc (NTGR)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
NTGR
NETGEAR Inc
$25.27
-2.39%
TECHNOLOGY · Cap: $695.89M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 588% more annual revenue ($4.81B vs $699.62M). NTGR leads profitability with a -2.6% profit margin vs -3.4%. NTGR appears more attractively valued with a PEG of 0.74. NTGR earns a higher WallStSmart Score of 46/100 (D+).
CRWD
Hold40
out of 100
Grade: D
NTGR
Hold46
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
Margin of Safety
+44.4%
Fair Value
$36.92
Current Price
$25.27
$11.65 discount
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
Reasonable price relative to book value
Conservative balance sheet, low leverage
Growing faster than its price suggests
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% revenue growth
Smaller company, higher risk/reward
ROE of -3.5% — below average capital efficiency
Earnings declined 68.7%
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 : NTGR
The strongest argument for NTGR centers on Price/Book, Debt/Equity, PEG Ratio. PEG of 0.74 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 : NTGR
The primary concerns for NTGR are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NTGR is a turnaround play — different risk/reward profiles.
NTGR carries more volatility with a beta of 1.09 — 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
NTGR scores higher overall (46/100 vs 40/100). 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 →NETGEAR Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
NETGEAR, Inc. designs, develops, and markets Internet-connected products and networks for consumers, businesses, and service providers. The company is headquartered in San Jose, California.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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