Crowdstrike Holdings Inc (CRWD)vsPower Integrations Inc (POWI)
CRWD
Crowdstrike Holdings Inc
$527.77
+4.36%
TECHNOLOGY · Cap: $128.72B
POWI
Power Integrations Inc
$73.28
+2.02%
TECHNOLOGY · Cap: $4.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 985% more annual revenue ($4.81B vs $443.50M). POWI leads profitability with a 5.0% profit margin vs -3.4%. POWI appears more attractively valued with a PEG of 1.51. POWI earns a higher WallStSmart Score of 43/100 (D).
CRWD
Hold40
out of 100
Grade: D
POWI
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.6%
Fair Value
$398.09
Current Price
$527.77
$129.68 premium
Margin of Safety
-30.9%
Fair Value
$36.86
Current Price
$73.28
$36.42 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
Safe zone — low bankruptcy risk
Earnings expanding 44.7% YoY
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 30.2x book value
Expensive relative to growth rate
ROE of 3.1% — below average capital efficiency
5.0% margin — thin
Premium valuation, high expectations priced in
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 : POWI
The strongest argument for POWI centers on Altman Z-Score, EPS Growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : POWI
The primary concerns for POWI are PEG Ratio, Return on Equity, Profit Margin. A P/E of 184.2x leaves little room for execution misses. Thin 5.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD profiles as a growth stock while POWI is a value play — different risk/reward profiles.
POWI carries more volatility with a beta of 1.54 — 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
POWI scores higher overall (43/100 vs 40/100). 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 →Power Integrations Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Power Integrations, Inc. designs, develops, manufactures and markets mixed signal and analog integrated circuits (ICs) and other electronic components and circuits used in high voltage power conversion worldwide. The company is headquartered in San Jose, California.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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