WallStSmart

Crowdstrike Holdings Inc (CRWD)vsVishay Intertechnology Inc (VSH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Crowdstrike Holdings Inc generates 63% more annual revenue ($5.40B vs $3.32B). VSH leads profitability with a 0.9% profit margin vs 0.8%. VSH appears more attractively valued with a PEG of 1.35. VSH earns a higher WallStSmart Score of 61/100 (C+).

CRWD

Hold

43

out of 100

Grade: D

Growth: 9.3Profit: 3.0Value: 3.0Quality: 6.0
Piotroski: 2/9Altman Z: 1.00

VSH

Buy

61

out of 100

Grade: C+

Growth: 6.7Profit: 4.0Value: 4.3Quality: 6.5
Piotroski: 4/9Altman Z: 1.98

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CRWD4 strengths · Avg: 9.3/10
Market CapQuality
$211.69B10/10

Mega-cap, among the largest globally

EPS GrowthGrowth
533.0%10/10

Earnings expanding 533.0% YoY

Debt/EquityHealth
0.169/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
25.8%8/10

Revenue surging 25.8% year-over-year

VSH3 strengths · Avg: 8.7/10
EPS GrowthGrowth
1800.0%10/10

Earnings expanding 1800.0% YoY

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.6%8/10

16.6% revenue growth

Areas to Watch

CRWD4 concerns · Avg: 2.8/10
Return on EquityProfitability
1.1%3/10

ROE of 1.1% — below average capital efficiency

Profit MarginProfitability
0.8%3/10

0.8% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.682/10

Expensive relative to growth rate

VSH4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.984/10

Grey zone — moderate risk

Return on EquityProfitability
0.1%3/10

ROE of 0.1% — below average capital efficiency

Profit MarginProfitability
0.9%3/10

0.9% margin — thin

Operating MarginProfitability
2.4%3/10

Operating margin of 2.4%

Comparative Analysis Report

WallStSmart Research

Bull 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 : VSH

The strongest argument for VSH centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 16.6% 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 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 : VSH

The primary concerns for VSH are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 158.4x leaves little room for execution misses. Thin 0.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

VSH carries more volatility with a beta of 1.80 — 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.

Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

VSH scores higher overall (61/100 vs 43/100) and 16.6% 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.

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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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