Crowdstrike Holdings Inc (CRWD)vsON Semiconductor Corporation (ON)
CRWD
Crowdstrike Holdings Inc
$671.02
+6.76%
TECHNOLOGY · Cap: $195.73B
ON
ON Semiconductor Corporation
$131.82
+5.26%
TECHNOLOGY · Cap: $46.90B
Smart Verdict
WallStSmart Research — data-driven comparison
ON Semiconductor Corporation generates 26% more annual revenue ($6.06B vs $4.81B). ON leads profitability with a 9.5% profit margin vs -3.4%. ON appears more attractively valued with a PEG of 0.41. ON earns a higher WallStSmart Score of 47/100 (D+).
CRWD
Hold40
out of 100
Grade: D
ON
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$373.43
Current Price
$671.02
$297.59 premium
Intrinsic value data unavailable for ON.
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
Growing faster than its price suggests
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 38.4x book value
4.7% revenue growth
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
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 : ON
The strongest argument for ON centers on PEG Ratio. PEG of 0.41 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 : ON
The primary concerns for ON are Revenue Growth, Return on Equity, Piotroski F-Score. A P/E of 88.7x leaves little room for execution misses.
Key Dynamics to Monitor
CRWD profiles as a growth stock while ON is a value play — different risk/reward profiles.
ON carries more volatility with a beta of 1.94 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
ON scores higher overall (47/100 vs 40/100). Both earn "Hold" 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 →ON Semiconductor Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
ON Semiconductor Corporation manufactures and sells semiconductor components for various electronic devices worldwide. The company is headquartered in Phoenix, Arizona.
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