Crowdstrike Holdings Inc (CRWD)vsOneStream, Inc. (OS)
CRWD
Crowdstrike Holdings Inc
$214.42
+3.39%
TECHNOLOGY · Cap: $215.08B
OS
OneStream, Inc.
$24.00
0.00%
TECHNOLOGY · Cap: $5.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 746% more annual revenue ($5.09B vs $601.93M). CRWD leads profitability with a -0.6% profit margin vs -8.4%. CRWD earns a higher WallStSmart Score of 40/100 (D).
CRWD
Hold40
out of 100
Grade: D
OS
Avoid28
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.6% year-over-year
Conservative balance sheet, low leverage
Revenue surging 23.6% year-over-year
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 47.1x book value
ROE of -0.5% — below average capital efficiency
Trading at 9.0x book value
0.0% earnings growth
Weak financial health signals
ROE of -10.7% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : OS
The strongest argument for OS centers on Debt/Equity, Revenue Growth. Revenue growth of 23.6% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : OS
The primary concerns for OS are Price/Book, EPS Growth, Piotroski F-Score.
Key Dynamics to Monitor
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
CRWD scores higher overall (40/100 vs 28/100) and 25.6% revenue growth. 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 →OneStream, Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
OneStream, Inc. (Ticker: OS) is a prominent provider of cloud-based corporate performance management (CPM) solutions, delivering enhanced financial operations through streamlined processes for consolidation, reporting, budgeting, and forecasting. The company's advanced platform caters to the increasing demand for integrated financial solutions, empowering organizations to achieve efficiency and agility in their finance teams amid a dynamic economic environment. With a commitment to customer satisfaction and continuous innovation, OneStream stands as a vital partner for businesses looking to harness technology for superior decision-making and strategic financial management.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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