Allot Communications Ltd (ALLT)vsCrowdstrike Holdings Inc (CRWD)
ALLT
Allot Communications Ltd
$7.40
-4.70%
TECHNOLOGY · Cap: $400.19M
CRWD
Crowdstrike Holdings Inc
$671.02
-1.26%
TECHNOLOGY · Cap: $195.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 4471% more annual revenue ($4.81B vs $105.27M). ALLT leads profitability with a 5.7% profit margin vs -3.4%. ALLT appears more attractively valued with a PEG of 0.83. ALLT earns a higher WallStSmart Score of 59/100 (C).
ALLT
Buy59
out of 100
Grade: C
CRWD
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-18.9%
Fair Value
$8.59
Current Price
$7.39
$1.20 premium
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 817.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Earnings expanding 533.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 23.3% year-over-year
Areas to Watch
Smaller company, higher risk/reward
ROE of 5.2% — below average capital efficiency
5.7% margin — thin
Premium valuation, high expectations priced in
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ALLT
The strongest argument for ALLT centers on EPS Growth, Debt/Equity, PEG Ratio. Revenue growth of 14.1% demonstrates continued momentum. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 23.3% demonstrates continued momentum.
Bear Case : ALLT
The primary concerns for ALLT are Market Cap, Return on Equity, Profit Margin. A P/E of 62.9x leaves little room for execution misses.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
ALLT profiles as a value stock while CRWD is a growth play — different risk/reward profiles.
ALLT carries more volatility with a beta of 1.47 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
ALLT scores higher overall (59/100 vs 40/100) and 14.1% 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.
Allot Communications Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Allot Ltd. provides network intelligence and security solutions to protect and personalize the digital experience in Europe, Asia, Oceania, the Middle East, Africa and the Americas. The company is headquartered in Hod-Hasharon, Israel.
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 →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?