Crowdstrike Holdings Inc (CRWD)vsOneSpan Inc (OSPN)
CRWD
Crowdstrike Holdings Inc
$179.38
+3.26%
TECHNOLOGY · Cap: $191.86B
OSPN
OneSpan Inc
$15.74
+1.94%
TECHNOLOGY · Cap: $571.66M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1973% more annual revenue ($5.09B vs $245.76M). OSPN leads profitability with a 28.5% profit margin vs -0.6%. OSPN appears more attractively valued with a PEG of 1.10. OSPN earns a higher WallStSmart Score of 64/100 (C+).
CRWD
Hold39
out of 100
Grade: F
OSPN
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$179.38
$79.64 premium
Intrinsic value data unavailable for OSPN.
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 25.6% year-over-year
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 26 in profit
Keeps 29 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 39.4x book value
ROE of -0.5% — below average capital efficiency
4.1% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
Earnings declined 18.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : OSPN
The strongest argument for OSPN centers on P/E Ratio, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 28.5% and operating margin at 22.9%. PEG of 1.10 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : OSPN
The primary concerns for OSPN are Revenue Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while OSPN is a value play — different risk/reward profiles.
OSPN carries more volatility with a beta of 1.53 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
OSPN scores higher overall (64/100 vs 39/100), backed by strong 28.5% 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 →OneSpan Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
OneSpan Inc. designs, develops and markets digital solutions for identity, security and business productivity globally. The company is headquartered in Chicago, Illinois.
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