Crowdstrike Holdings Inc (CRWD)vsVishay Intertechnology Inc (VSH)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
VSH
Vishay Intertechnology Inc
$27.80
+3.96%
TECHNOLOGY · Cap: $3.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 57% more annual revenue ($4.81B vs $3.07B). VSH leads profitability with a -0.3% profit margin vs -3.4%. VSH appears more attractively valued with a PEG of 1.35. VSH earns a higher WallStSmart Score of 47/100 (D+).
CRWD
Hold40
out of 100
Grade: D
VSH
Hold47
out of 100
Grade: D+
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
+36.6%
Fair Value
$31.84
Current Price
$27.80
$4.04 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
Reasonable price relative to book value
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
ROE of -0.4% — below average capital efficiency
Earnings declined 94.1%
Currently unprofitable
Operating margin of -1.3%
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 : VSH
The strongest argument for VSH centers on Price/Book. Revenue growth of 12.1% demonstrates continued momentum. PEG of 1.35 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 : VSH
The primary concerns for VSH are Return on Equity, EPS Growth, Profit Margin.
Key Dynamics to Monitor
CRWD profiles as a growth stock while VSH is a turnaround play — different risk/reward profiles.
VSH carries more volatility with a beta of 1.14 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
VSH scores higher overall (47/100 vs 40/100) and 12.1% 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 →Vishay Intertechnology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Vishay Intertechnology, Inc. manufactures and supplies discrete semiconductors and passive electronic components in Asia, Europe, and the Americas. The company is headquartered in Malvern, Pennsylvania.
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