Crowdstrike Holdings Inc (CRWD)vsViavi Solutions Inc (VIAV)
CRWD
Crowdstrike Holdings Inc
$671.02
+1.48%
TECHNOLOGY · Cap: $195.73B
VIAV
Viavi Solutions Inc
$53.21
+1.10%
TECHNOLOGY · Cap: $13.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 252% more annual revenue ($4.81B vs $1.37B). CRWD leads profitability with a -3.4% profit margin vs -4.0%. VIAV appears more attractively valued with a PEG of 1.34. VIAV earns a higher WallStSmart Score of 41/100 (D).
CRWD
Hold40
out of 100
Grade: D
VIAV
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Intrinsic value data unavailable for VIAV.
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 42.8% year-over-year
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Trading at 14.7x book value
Elevated debt levels
Weak financial health signals
ROE of -6.5% — below average capital efficiency
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 42.8% 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, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while VIAV is a hypergrowth play — different risk/reward profiles.
VIAV carries more volatility with a beta of 1.19 — expect wider price swings.
VIAV is growing revenue faster at 42.8% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
VIAV scores higher overall (41/100 vs 40/100) and 42.8% 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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