Crowdstrike Holdings Inc (CRWD)vsOneSpan Inc (OSPN)
CRWD
Crowdstrike Holdings Inc
$206.74
+13.85%
TECHNOLOGY · Cap: $211.69B
OSPN
OneSpan Inc
$16.85
+2.18%
TECHNOLOGY · Cap: $619.12M
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 2090% more annual revenue ($5.40B vs $246.38M). OSPN leads profitability with a 27.8% profit margin vs 0.8%. OSPN appears more attractively valued with a PEG of 1.14. OSPN earns a higher WallStSmart Score of 60/100 (C+).
CRWD
Hold43
out of 100
Grade: D
OSPN
Buy60
out of 100
Grade: C+
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 25.8% year-over-year
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 25 in profit
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
1.0% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
Earnings declined 14.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bull Case : OSPN
The strongest argument for OSPN centers on P/E Ratio, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 27.8% and operating margin at 14.5%. PEG of 1.14 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 5168.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : OSPN
The primary concerns for OSPN are Revenue Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while OSPN is a value play — different risk/reward profiles.
OSPN carries more volatility with a beta of 1.57 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
OSPN scores higher overall (60/100 vs 43/100), backed by strong 27.8% margins. Both earn "Buy" 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 →OneSpan Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
OneSpan Inc. designs, develops and markets digital solutions for identity, security and business productivity globally. The company is headquartered in Chicago, Illinois.
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