Crowdstrike Holdings Inc (CRWD)vsOneSpan Inc (OSPN)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
OSPN
OneSpan Inc
$10.69
+0.56%
TECHNOLOGY · Cap: $412.59M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1879% more annual revenue ($4.81B vs $243.18M). OSPN leads profitability with a 30.0% profit margin vs -3.4%. OSPN appears more attractively valued with a PEG of 0.72. OSPN earns a higher WallStSmart Score of 81/100 (A-).
CRWD
Hold40
out of 100
Grade: D
OSPN
Exceptional Buy81
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+87.5%
Fair Value
$87.98
Current Price
$10.69
$77.29 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 30 in profit
Keeps 30 of every $100 in revenue as profit
Earnings expanding 57.4% YoY
Growing faster than its price suggests
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
2.9% revenue growth
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : OSPN
The strongest argument for OSPN centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 30.0% and operating margin at 21.4%. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : OSPN
The primary concerns for OSPN are Revenue Growth, Market Cap.
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 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
OSPN scores higher overall (81/100 vs 40/100), backed by strong 30.0% margins. Both earn "Exceptional 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.
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.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?