Crowdstrike Holdings Inc (CRWD)vsOnto Innovation Inc (ONTO)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
ONTO
Onto Innovation Inc
$284.34
+0.69%
TECHNOLOGY · Cap: $14.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 379% more annual revenue ($4.81B vs $1.01B). ONTO leads profitability with a 13.6% profit margin vs -3.4%. ONTO appears more attractively valued with a PEG of 1.36. ONTO earns a higher WallStSmart Score of 46/100 (D+).
CRWD
Hold40
out of 100
Grade: D
ONTO
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Intrinsic value data unavailable for ONTO.
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
Strong operational efficiency at 20.9%
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
1.1% revenue growth
ROE of 6.8% — 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 : ONTO
The strongest argument for ONTO centers on Operating Margin. PEG of 1.36 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 : ONTO
The primary concerns for ONTO are Revenue Growth, Return on Equity, Piotroski F-Score. A P/E of 101.9x leaves little room for execution misses.
Key Dynamics to Monitor
CRWD profiles as a growth stock while ONTO is a value play — different risk/reward profiles.
ONTO carries more volatility with a beta of 1.47 — 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
ONTO scores higher overall (46/100 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 →Onto Innovation Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Onto Innovation Inc. is dedicated to the design, development, manufacture and support of process control tools that perform macrodefect inspection and metrology, lithography systems, and process control analytical software worldwide. The company is headquartered in Wilmington, Massachusetts.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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