Crowdstrike Holdings Inc (CRWD)vsOndas Holdings Inc. (ONDS)
CRWD
Crowdstrike Holdings Inc
$671.02
-1.38%
TECHNOLOGY · Cap: $176.39B
ONDS
Ondas Holdings Inc.
$8.89
-4.10%
TECHNOLOGY · Cap: $4.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 5173% more annual revenue ($5.09B vs $96.61M). ONDS leads profitability with a 251.9% profit margin vs -0.6%. ONDS earns a higher WallStSmart Score of 49/100 (D+).
CRWD
Hold39
out of 100
Grade: F
ONDS
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-72.9%
Fair Value
$396.04
Current Price
$671.02
$274.98 premium
Intrinsic value data unavailable for ONDS.
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
Keeps 252 of every $100 in revenue as profit
Revenue surging 1080.0% year-over-year
Conservative balance sheet, low leverage
Every $100 of equity generates 23 in profit
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 36.9x book value
ROE of -0.5% — below average capital efficiency
0.0% earnings growth
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Distress zone — elevated risk
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 : ONDS
The strongest argument for ONDS centers on Profit Margin, Revenue Growth, Debt/Equity. Profitability is solid with margins at 251.9% and operating margin at -85.1%. Revenue growth of 1080.0% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : ONDS
The primary concerns for ONDS are EPS Growth, P/E Ratio, Free Cash Flow. A P/E of 103.7x leaves little room for execution misses.
Key Dynamics to Monitor
ONDS carries more volatility with a beta of 2.62 — expect wider price swings.
ONDS is growing revenue faster at 1080.0% — 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
ONDS scores higher overall (49/100 vs 39/100), backed by strong 251.9% margins and 1080.0% revenue growth. 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 →Ondas Holdings Inc.
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ondas Holdings Inc. designs, develops, manufactures, sells, and supports the FullMAX software-defined radio (SDR) platform in the United States and internationally. The company is headquartered in Nantucket, Massachusetts.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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