Crowdstrike Holdings Inc (CRWD)vsOSI Systems Inc (OSIS)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
OSIS
OSI Systems Inc
$281.84
-1.90%
TECHNOLOGY · Cap: $4.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 168% more annual revenue ($4.81B vs $1.80B). OSIS leads profitability with a 8.5% profit margin vs -3.4%. OSIS appears more attractively valued with a PEG of 2.10. OSIS earns a higher WallStSmart Score of 50/100 (D+).
CRWD
Hold40
out of 100
Grade: D
OSIS
Hold50
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
-38.7%
Fair Value
$192.70
Current Price
$281.84
$89.14 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
No standout strengths identified
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.0% earnings growth
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 : OSIS
Revenue growth of 10.5% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : OSIS
The primary concerns for OSIS are PEG Ratio, P/E Ratio, EPS Growth.
Key Dynamics to Monitor
CRWD profiles as a growth stock while OSIS is a value play — different risk/reward profiles.
OSIS carries more volatility with a beta of 1.34 — 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
OSIS scores higher overall (50/100 vs 40/100) and 10.5% revenue growth. 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 →OSI Systems Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
OSI Systems, Inc. designs, manufactures, and sells electronic components and systems worldwide. The company is headquartered in Hawthorne, California.
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