Crowdstrike Holdings Inc (CRWD)vsOoma Inc (OOMA)
CRWD
Crowdstrike Holdings Inc
$181.80
-1.33%
TECHNOLOGY · Cap: $191.86B
OOMA
Ooma Inc
$21.88
-1.17%
TECHNOLOGY · Cap: $550.05M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1658% more annual revenue ($5.09B vs $289.72M). OOMA leads profitability with a 3.2% profit margin vs -0.6%. OOMA appears more attractively valued with a PEG of 1.82. OOMA earns a higher WallStSmart Score of 48/100 (D+).
CRWD
Hold39
out of 100
Grade: F
OOMA
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.3%
Fair Value
$99.74
Current Price
$181.80
$82.06 premium
Margin of Safety
+28.0%
Fair Value
$15.76
Current Price
$21.88
$6.12 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 25.6% year-over-year
Revenue surging 24.8% year-over-year
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 40.0x book value
ROE of -0.5% — below average capital efficiency
Expensive relative to growth rate
0.0% earnings growth
Smaller company, higher risk/reward
3.2% margin — thin
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 : OOMA
The strongest argument for OOMA centers on Revenue Growth. Revenue growth of 24.8% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : OOMA
The primary concerns for OOMA are PEG Ratio, EPS Growth, Market Cap. A P/E of 60.7x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRWD carries more volatility with a beta of 1.24 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — 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
OOMA scores higher overall (48/100 vs 39/100) and 24.8% 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 →Ooma Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Ooma, Inc. creates connected experiences for businesses and consumers in the United States, Canada, and internationally. The company is headquartered in Sunnyvale, California.
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