Crowdstrike Holdings Inc (CRWD)vsSolarEdge Technologies Inc (SEDG)
CRWD
Crowdstrike Holdings Inc
$369.58
+2.84%
TECHNOLOGY · Cap: $93.73B
SEDG
SolarEdge Technologies Inc
$51.76
+2.96%
TECHNOLOGY · Cap: $3.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 306% more annual revenue ($4.81B vs $1.18B). CRWD leads profitability with a -3.4% profit margin vs -34.2%. CRWD appears more attractively valued with a PEG of 3.37. SEDG earns a higher WallStSmart Score of 45/100 (D).
CRWD
Hold40
out of 100
Grade: D
SEDG
Hold45
out of 100
Grade: D
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
Revenue surging 70.9% year-over-year
Earnings expanding 660.0% YoY
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 21.1x book value
Expensive relative to growth rate
ROE of -74.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
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 : SEDG
The strongest argument for SEDG centers on Revenue Growth, EPS Growth. Revenue growth of 70.9% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : SEDG
The primary concerns for SEDG are PEG Ratio, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while SEDG is a hypergrowth play — different risk/reward profiles.
SEDG carries more volatility with a beta of 1.64 — expect wider price swings.
SEDG is growing revenue faster at 70.9% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
SEDG scores higher overall (45/100 vs 40/100) and 70.9% 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 →SolarEdge Technologies Inc
TECHNOLOGY · SOLAR · USA
SolarEdge Technologies, Inc. designs, develops and sells optimized direct current (DC) inverter systems for solar photovoltaic (PV) installations worldwide. The company is headquartered in Herzliya, Israel.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?