Crowdstrike Holdings Inc (CRWD)vsON Semiconductor Corporation (ON)
CRWD
Crowdstrike Holdings Inc
$206.74
+13.85%
TECHNOLOGY · Cap: $211.69B
ON
ON Semiconductor Corporation
$71.65
-5.90%
TECHNOLOGY · Cap: $27.67B
Smart Verdict
WallStSmart Research — data-driven comparison
ON Semiconductor Corporation generates 15% more annual revenue ($6.20B vs $5.40B). ON leads profitability with a 10.2% profit margin vs 0.8%. ON appears more attractively valued with a PEG of 0.17. ON earns a higher WallStSmart Score of 63/100 (C+).
CRWD
Hold43
out of 100
Grade: D
ON
Buy63
out of 100
Grade: C+
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
Growing faster than its price suggests
Earnings expanding 36.6% YoY
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
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 : ON
The strongest argument for ON centers on PEG Ratio, EPS Growth. PEG of 0.17 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 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : ON
The primary concerns for ON are Piotroski F-Score, P/E Ratio. A P/E of 46.5x leaves little room for execution misses.
Key Dynamics to Monitor
CRWD profiles as a growth stock while ON is a value play — different risk/reward profiles.
ON carries more volatility with a beta of 2.00 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
ON generates stronger free cash flow (425M), providing more financial flexibility.
Bottom Line
ON scores higher overall (63/100 vs 43/100). 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 →ON Semiconductor Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
ON Semiconductor Corporation manufactures and sells semiconductor components for various electronic devices worldwide. The company is headquartered in Phoenix, Arizona.
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