Crowdstrike Holdings Inc (CRWD)vsOuster, Inc. Common Stock (OUST)
CRWD
Crowdstrike Holdings Inc
$671.02
+0.28%
TECHNOLOGY · Cap: $176.39B
OUST
Ouster, Inc. Common Stock
$39.68
-15.74%
TECHNOLOGY · Cap: $2.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 2649% more annual revenue ($5.09B vs $185.33M). CRWD leads profitability with a -0.6% profit margin vs -30.1%. CRWD earns a higher WallStSmart Score of 39/100 (F).
CRWD
Hold39
out of 100
Grade: F
OUST
Avoid27
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-71.9%
Fair Value
$395.29
Current Price
$671.02
$275.73 premium
Margin of Safety
+25.3%
Fair Value
$25.29
Current Price
$39.68
$14.39 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 48.9% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 36.9x book value
ROE of -0.1% — below average capital efficiency
Trading at 9.1x book value
0.0% earnings growth
ROE of -20.3% — 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 25.6% demonstrates continued momentum.
Bull Case : OUST
The strongest argument for OUST centers on Revenue Growth, Debt/Equity. Revenue growth of 48.9% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : OUST
The primary concerns for OUST are Price/Book, EPS Growth, Return on Equity.
Key Dynamics to Monitor
CRWD profiles as a growth stock while OUST is a hypergrowth play — different risk/reward profiles.
OUST carries more volatility with a beta of 3.24 — expect wider price swings.
OUST is growing revenue faster at 48.9% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
CRWD scores higher overall (39/100 vs 27/100) and 25.6% revenue growth. OUST offers better value entry with a 25.3% 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 →Ouster, Inc. Common Stock
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Ouster, Inc. designs and manufactures digital lidar sensors for the industrial automation, intelligent infrastructure, robotics and automotive markets. The company is headquartered in San Francisco, California.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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