Crowdstrike Holdings Inc (CRWD)vsNova Ltd (NVMI)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
NVMI
Nova Ltd
$371.81
+1.58%
TECHNOLOGY · Cap: $11.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 476% more annual revenue ($5.40B vs $937.50M). NVMI leads profitability with a 28.8% profit margin vs 0.8%. NVMI appears more attractively valued with a PEG of 1.46. NVMI earns a higher WallStSmart Score of 62/100 (C+).
CRWD
Hold43
out of 100
Grade: D
NVMI
Buy62
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
Keeps 29 of every $100 in revenue as profit
Strong operational efficiency at 29.9%
15.9% revenue growth
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Trading at 8.1x book value
2.9% earnings growth
Weak financial health signals
Premium valuation, high expectations priced in
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 : NVMI
The strongest argument for NVMI centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 28.8% and operating margin at 29.9%. Revenue growth of 15.9% demonstrates continued momentum.
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 : NVMI
The primary concerns for NVMI are Price/Book, EPS Growth, Piotroski F-Score. A P/E of 46.3x leaves little room for execution misses.
Key Dynamics to Monitor
NVMI carries more volatility with a beta of 1.75 — 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
NVMI scores higher overall (62/100 vs 43/100), backed by strong 28.8% margins and 15.9% 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.
Visit Website →Nova Ltd
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Nova Measuring Instruments Ltd. designs, develops, produces, and sells process control systems used in semiconductor manufacturing in Israel, Taiwan, the United States, China, Korea, and internationally. The company is headquartered in Rehovot, Israel.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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