Crowdstrike Holdings Inc (CRWD)vsSamsara Inc (IOT)
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
IOT
Samsara Inc
$31.85
-0.75%
TECHNOLOGY · Cap: $18.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 197% more annual revenue ($4.81B vs $1.62B). IOT leads profitability with a -0.6% profit margin vs -3.4%. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
IOT
Avoid30
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Revenue surging 28.3% year-over-year
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Trading at 13.0x book value
0.0% earnings growth
Operating margin of 2.0%
ROE of -0.7% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : IOT
The strongest argument for IOT centers on Revenue Growth. Revenue growth of 28.3% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : IOT
The primary concerns for IOT are Price/Book, EPS Growth, Operating Margin.
Key Dynamics to Monitor
IOT carries more volatility with a beta of 1.60 — expect wider price swings.
IOT is growing revenue faster at 28.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRWD scores higher overall (40/100 vs 30/100) and 23.3% revenue growth. Both earn "Hold" and "Avoid" 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.
Samsara Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Income Opportunity Realty Investors, Inc. (IOT) is dedicated to investing in real estate.
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