Crowdstrike Holdings Inc (CRWD)vsNVE Corporation (NVEC)
CRWD
Crowdstrike Holdings Inc
$179.38
+3.26%
TECHNOLOGY · Cap: $191.86B
NVEC
NVE Corporation
$114.82
+2.28%
TECHNOLOGY · Cap: $564.06M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 16196% more annual revenue ($5.09B vs $31.26M). NVEC leads profitability with a 57.6% profit margin vs -0.6%. NVEC appears more attractively valued with a PEG of 0.84. NVEC earns a higher WallStSmart Score of 76/100 (B+).
CRWD
Hold39
out of 100
Grade: F
NVEC
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$179.38
$79.64 premium
Margin of Safety
-13.0%
Fair Value
$59.86
Current Price
$114.82
$54.96 premium
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 25.6% year-over-year
Every $100 of equity generates 30 in profit
Keeps 58 of every $100 in revenue as profit
Strong operational efficiency at 65.8%
Revenue surging 80.7% year-over-year
Earnings expanding 78.6% YoY
Conservative balance sheet, low leverage
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 39.4x book value
ROE of -0.5% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 9.5x book value
Smaller company, higher risk/reward
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : NVEC
The strongest argument for NVEC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 57.6% and operating margin at 65.8%. Revenue growth of 80.7% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : NVEC
The primary concerns for NVEC are P/E Ratio, Price/Book, Market Cap.
Key Dynamics to Monitor
NVEC carries more volatility with a beta of 1.33 — expect wider price swings.
NVEC is growing revenue faster at 80.7% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NVEC scores higher overall (76/100 vs 39/100), backed by strong 57.6% margins and 80.7% revenue growth. Both earn "Strong 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 →NVE Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
NVE Corporation develops and sells devices that use spintronics, a nanotechnology that relies on the spin of the electron to acquire, store, and transmit information in the United States and internationally. The company is headquartered in Eden Prairie, Minnesota.
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