Crowdstrike Holdings Inc (CRWD)vsUniversal Display (OLED)
CRWD
Crowdstrike Holdings Inc
$445.75
+2.22%
TECHNOLOGY · Cap: $114.73B
OLED
Universal Display
$96.39
+10.68%
TECHNOLOGY · Cap: $4.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 640% more annual revenue ($4.81B vs $650.61M). OLED leads profitability with a 37.2% profit margin vs -3.4%. OLED appears more attractively valued with a PEG of 1.23. OLED earns a higher WallStSmart Score of 72/100 (B).
CRWD
Hold40
out of 100
Grade: D
OLED
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Margin of Safety
+65.0%
Fair Value
$378.01
Current Price
$96.39
$281.62 discount
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 23.3% year-over-year
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 38.5%
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 45.2% YoY
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
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 23.3% demonstrates continued momentum.
Bull Case : OLED
The strongest argument for OLED centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 37.2% and operating margin at 38.5%. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : OLED
The primary concerns for OLED are Piotroski F-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while OLED is a mature play — different risk/reward profiles.
OLED carries more volatility with a beta of 1.65 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
OLED scores higher overall (72/100 vs 40/100), backed by strong 37.2% margins. 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 →Universal Display
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Universal Display Corporation is dedicated to the research, development and commercialization of organic light-emitting diode (OLED) technologies and materials for use in solid-state lighting and display applications. The company is headquartered in Ewing, New Jersey.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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