Crowdstrike Holdings Inc (CRWD)vsVia Transportation, Inc. (VIA)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
VIA
Via Transportation, Inc.
$15.43
+0.19%
TECHNOLOGY · Cap: $1.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1008% more annual revenue ($4.81B vs $434.34M). CRWD leads profitability with a -3.4% profit margin vs -22.2%. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
VIA
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Margin of Safety
+29.1%
Fair Value
$25.98
Current Price
$15.43
$10.55 discount
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
Conservative balance sheet, low leverage
Reasonable price relative to book value
Revenue surging 29.7% year-over-year
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -23.1% — below average capital efficiency
Negative free cash flow — burning cash
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 : VIA
The strongest argument for VIA centers on Debt/Equity, Price/Book, Revenue Growth. Revenue growth of 29.7% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : VIA
The primary concerns for VIA are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
VIA is growing revenue faster at 29.7% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRWD scores higher overall (40/100 vs 36/100) and 23.3% revenue growth. VIA offers better value entry with a 29.1% margin of safety. 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 →Via Transportation, Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
On December 4, 2019, Viacom Inc. was acquired by CBS Corporation. The company is headquartered in New York, New York.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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