Crowdstrike Holdings Inc (CRWD)vsVia Transportation, Inc. (VIA)
CRWD
Crowdstrike Holdings Inc
$206.74
-1.01%
TECHNOLOGY · Cap: $211.69B
VIA
Via Transportation, Inc.
$25.76
-2.28%
TECHNOLOGY · Cap: $2.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 997% more annual revenue ($5.40B vs $491.70M). CRWD leads profitability with a 0.8% profit margin vs -20.0%. CRWD earns a higher WallStSmart Score of 43/100 (D).
CRWD
Hold43
out of 100
Grade: D
VIA
Avoid30
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 25.8% year-over-year
Conservative balance sheet, low leverage
Revenue surging 26.7% year-over-year
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
0.0% earnings growth
ROE of -16.1% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
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 : VIA
The strongest argument for VIA centers on Debt/Equity, Revenue Growth. Revenue growth of 26.7% demonstrates continued momentum.
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 : VIA
The primary concerns for VIA are EPS Growth, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
VIA is growing revenue faster at 26.7% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRWD scores higher overall (43/100 vs 30/100) and 25.8% 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 →Via Transportation, Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
On December 4, 2019, Viacom Inc. was acquired by CBS Corporation. The company is headquartered in New York, New York.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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