Crowdstrike Holdings Inc (CRWD)vsOndas Holdings Inc. (ONDS)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
ONDS
Ondas Holdings Inc.
$9.49
-9.45%
TECHNOLOGY · Cap: $4.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 9385% more annual revenue ($4.81B vs $50.73M). CRWD leads profitability with a -3.4% profit margin vs -260.2%. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
ONDS
Avoid27
out of 100
Grade: F
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
+81.9%
Fair Value
$57.60
Current Price
$9.49
$48.11 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
Revenue surging 629.0% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
Trading at 8.3x book value
0.0% earnings growth
ROE of -52.6% — below average capital efficiency
Negative free cash flow — burning cash
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 : ONDS
The strongest argument for ONDS centers on Revenue Growth, Debt/Equity. Revenue growth of 629.0% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : ONDS
The primary concerns for ONDS are Price/Book, EPS Growth, Return on Equity.
Key Dynamics to Monitor
CRWD profiles as a growth stock while ONDS is a hypergrowth play — different risk/reward profiles.
ONDS carries more volatility with a beta of 2.59 — expect wider price swings.
ONDS is growing revenue faster at 629.0% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (40/100 vs 27/100) and 23.3% revenue growth. ONDS offers better value entry with a 81.9% margin of safety. Both earn "Hold" and "Avoid" 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
Want to dig deeper into these stocks?