Crowdstrike Holdings Inc (CRWD)vsNeonode Inc (NEON)
CRWD
Crowdstrike Holdings Inc
$206.74
+13.85%
TECHNOLOGY · Cap: $211.69B
NEON
Neonode Inc
$0.83
+1.01%
TECHNOLOGY · Cap: $15.46M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 264287% more annual revenue ($5.40B vs $2.04M). NEON leads profitability with a 397.8% profit margin vs 0.8%. NEON appears more attractively valued with a PEG of 0.37. NEON earns a higher WallStSmart Score of 53/100 (C-).
CRWD
Hold43
out of 100
Grade: D
NEON
Buy53
out of 100
Grade: C-
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
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 37 in profit
Keeps 398 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
Revenue declined 20.4%
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 : NEON
The strongest argument for NEON centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 397.8% and operating margin at -486.6%. PEG of 0.37 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 : NEON
The primary concerns for NEON are EPS Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while NEON is a declining play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.25 — 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
NEON scores higher overall (53/100 vs 43/100), backed by strong 397.8% margins. 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.
Visit Website →Neonode Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Neonode Inc., develops optical sensing solutions for touchless touch, touch, gesture detection, and in-cabin monitoring in the United States, Japan, South Korea, China, and internationally. The company is headquartered in Stockholm, Sweden.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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