Crowdstrike Holdings Inc (CRWD)vsNVE Corporation (NVEC)
CRWD
Crowdstrike Holdings Inc
$266.66
-2.07%
TECHNOLOGY · Cap: $232.83B
NVEC
NVE Corporation
$82.37
+1.40%
TECHNOLOGY · Cap: $351.87M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 17449% more annual revenue ($5.40B vs $30.75M). NVEC leads profitability with a 58.2% profit margin vs 0.8%. NVEC appears more attractively valued with a PEG of 0.84. NVEC earns a higher WallStSmart Score of 56/100 (C).
CRWD
Hold43
out of 100
Grade: D
NVEC
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
-12.9%
Fair Value
$59.90
Current Price
$82.37
$22.47 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Every $100 of equity generates 31 in profit
Keeps 58 of every $100 in revenue as profit
Strong operational efficiency at 54.9%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Smaller company, higher risk/reward
Weak financial health signals
Revenue declined 8.1%
Earnings declined 4.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bull Case : NVEC
The strongest argument for NVEC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 58.2% and operating margin at 54.9%. PEG of 0.84 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 3789.8x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : NVEC
The primary concerns for NVEC are Market Cap, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NVEC is a declining play — different risk/reward profiles.
NVEC carries more volatility with a beta of 1.29 — 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
NVEC scores higher overall (56/100 vs 43/100), backed by strong 58.2% margins. Both earn "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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