Crowdstrike Holdings Inc (CRWD)vsViavi Solutions Inc (VIAV)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
VIAV
Viavi Solutions Inc
$38.75
+3.61%
TECHNOLOGY · Cap: $9.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 255% more annual revenue ($5.40B vs $1.52B). CRWD leads profitability with a 0.8% profit margin vs -2.0%. VIAV appears more attractively valued with a PEG of 1.34. VIAV earns a higher WallStSmart Score of 52/100 (C-).
CRWD
Hold43
out of 100
Grade: D
VIAV
Buy52
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Revenue surging 52.5% year-over-year
Earnings expanding 326.5% YoY
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
ROE of -6.5% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bull Case : VIAV
The strongest argument for VIAV centers on Revenue Growth, EPS Growth. Revenue growth of 52.5% demonstrates continued momentum. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : VIAV
The primary concerns for VIAV are Return on Equity, Altman Z-Score, Profit Margin.
Key Dynamics to Monitor
CRWD profiles as a growth stock while VIAV is a hypergrowth play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.25 — expect wider price swings.
VIAV is growing revenue faster at 52.5% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
VIAV scores higher overall (52/100 vs 43/100) and 52.5% revenue growth. Both earn "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 →Viavi Solutions Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Viavi Solutions Inc. provides network testing, monitoring and assurance solutions to communications service providers, enterprises, network equipment manufacturers, government, civil, military and avionics customers worldwide. The company is headquartered in San Jose, California.
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