Crowdstrike Holdings Inc (CRWD)vsViavi Solutions Inc (VIAV)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
VIAV
Viavi Solutions Inc
$45.53
+5.47%
TECHNOLOGY · Cap: $11.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 287% more annual revenue ($4.81B vs $1.24B). VIAV leads profitability with a -3.4% profit margin vs -3.4%. VIAV appears more attractively valued with a PEG of 1.34. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
VIAV
Hold39
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
-44.2%
Fair Value
$18.65
Current Price
$45.53
$26.88 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
Revenue surging 36.4% 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
Trading at 12.6x book value
Weak financial health signals
ROE of -5.5% — below average capital efficiency
Earnings declined 73.4%
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 : VIAV
The strongest argument for VIAV centers on Revenue Growth. Revenue growth of 36.4% 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 Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : VIAV
The primary concerns for VIAV are Price/Book, Piotroski F-Score, Return on Equity.
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 1.07 — expect wider price swings.
VIAV is growing revenue faster at 36.4% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (40/100 vs 39/100) and 23.3% 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 →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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