Crowdstrike Holdings Inc (CRWD)vsUbiquiti Networks Inc (UI)
CRWD
Crowdstrike Holdings Inc
$181.80
-1.33%
TECHNOLOGY · Cap: $191.86B
UI
Ubiquiti Networks Inc
$523.05
-2.22%
TECHNOLOGY · Cap: $32.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 65% more annual revenue ($5.09B vs $3.10B). UI leads profitability with a 30.4% profit margin vs -0.6%. UI appears more attractively valued with a PEG of 1.10. UI earns a higher WallStSmart Score of 65/100 (B-).
CRWD
Hold39
out of 100
Grade: F
UI
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$181.80
$82.06 premium
Margin of Safety
-44.1%
Fair Value
$371.06
Current Price
$523.05
$151.99 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 25.6% year-over-year
Every $100 of equity generates 78 in profit
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 36.9%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
18.7% revenue growth
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 40.0x book value
ROE of -0.5% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 26.3x book value
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 : UI
The strongest argument for UI centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 30.4% and operating margin at 36.9%. Revenue growth of 18.7% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : UI
The primary concerns for UI are P/E Ratio, Price/Book.
Key Dynamics to Monitor
UI carries more volatility with a beta of 1.31 — 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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UI scores higher overall (65/100 vs 39/100), backed by strong 30.4% margins and 18.7% revenue growth. Both earn "Strong 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 →Ubiquiti Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ubiquiti Inc. develops network technology for service providers, businesses and consumers. The company is headquartered in New York, New York.
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