Crowdstrike Holdings Inc (CRWD)vsNavitas Semiconductor Corp (NVTS)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.26%
TECHNOLOGY · Cap: $195.73B
NVTS
Navitas Semiconductor Corp
$30.67
+5.31%
TECHNOLOGY · Cap: $5.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 11783% more annual revenue ($4.81B vs $40.50M). NVTS leads profitability with a 0.0% profit margin vs -3.4%. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
NVTS
Avoid19
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Intrinsic value data unavailable for NVTS.
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Trading at 16.9x book value
0.0% earnings growth
0.0% margin — thin
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 : NVTS
The strongest argument for NVTS centers on Debt/Equity, Altman Z-Score.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : NVTS
The primary concerns for NVTS are Price/Book, EPS Growth, Profit Margin.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NVTS is a value play — different risk/reward profiles.
NVTS carries more volatility with a beta of 3.62 — 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
CRWD scores higher overall (40/100 vs 19/100) and 23.3% revenue growth. Both earn "Hold" and "Avoid" 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 →Navitas Semiconductor Corp
TECHNOLOGY · SEMICONDUCTORS · USA
Navitas Semiconductor Corp (NVTS) is a leading innovator in gallium nitride (GaN) power semiconductor technology, focusing on the development of high-efficiency power converters for a wide array of applications, including consumer electronics, data centers, and electric vehicles. Committed to sustainability, Navitas harnesses its proprietary technologies to provide energy-efficient solutions that align with and exceed environmental standards. With a robust intellectual property portfolio and strategic alliances, the company is poised to capitalize on the increasing demand for advanced power solutions, positioning itself as a key player in the global electrification movement and delivering significant growth and value for shareholders.
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