Crowdstrike Holdings Inc (CRWD)vsViaSat Inc (VSAT)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
VSAT
ViaSat Inc
$74.31
+0.18%
TECHNOLOGY · Cap: $9.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 17% more annual revenue ($5.40B vs $4.63B). CRWD leads profitability with a 0.8% profit margin vs -0.6%. VSAT appears more attractively valued with a PEG of 0.26. VSAT earns a higher WallStSmart Score of 50/100 (D+).
CRWD
Hold43
out of 100
Grade: D
VSAT
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CRWD.
Margin of Safety
+71.4%
Fair Value
$158.33
Current Price
$74.31
$84.02 discount
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
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 35.7% 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
Operating margin of 4.4%
Elevated debt levels
ROE of -7.4% — below average capital efficiency
Revenue declined 1.2%
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 : VSAT
The strongest argument for VSAT centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.26 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 : VSAT
The primary concerns for VSAT are Operating Margin, Debt/Equity, Return on Equity.
Key Dynamics to Monitor
CRWD profiles as a growth stock while VSAT is a turnaround play — different risk/reward profiles.
VSAT carries more volatility with a beta of 1.70 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
VSAT scores higher overall (50/100 vs 43/100). 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 →ViaSat Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Viasat, Inc. provides worldwide broadband and communications products and services. The company is headquartered in Carlsbad, California.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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