Crowdstrike Holdings Inc (CRWD)vsNVE Corporation (NVEC)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.26%
TECHNOLOGY · Cap: $195.73B
NVEC
NVE Corporation
$109.08
-0.85%
TECHNOLOGY · Cap: $508.73M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 18175% more annual revenue ($4.81B vs $26.33M). NVEC leads profitability with a 57.7% profit margin vs -3.4%. NVEC appears more attractively valued with a PEG of 0.84. NVEC earns a higher WallStSmart Score of 68/100 (B-).
CRWD
Hold40
out of 100
Grade: D
NVEC
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Margin of Safety
-36.1%
Fair Value
$49.70
Current Price
$109.08
$59.38 premium
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
Keeps 58 of every $100 in revenue as profit
Strong operational efficiency at 61.9%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 26 in profit
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 38.4x book value
Premium valuation, high expectations priced in
Trading at 9.1x book value
Smaller company, higher risk/reward
Weak financial health signals
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 : NVEC
The strongest argument for NVEC centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 57.7% and operating margin at 61.9%. PEG of 0.84 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 : NVEC
The primary concerns for NVEC are P/E Ratio, Price/Book, Market Cap.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NVEC is a mature play — different risk/reward profiles.
NVEC carries more volatility with a beta of 1.35 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
NVEC scores higher overall (68/100 vs 40/100), backed by strong 57.7% margins. Both earn "Strong 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.
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 →NVE Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
NVE Corporation develops and sells devices that use spintronics, a nanotechnology that relies on the spin of the electron to acquire, store, and transmit information in the United States and internationally. The company is headquartered in Eden Prairie, Minnesota.
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