Crowdstrike Holdings Inc (CRWD)vsVontier Corp (VNT)
CRWD
Crowdstrike Holdings Inc
$445.75
-1.47%
TECHNOLOGY · Cap: $114.73B
VNT
Vontier Corp
$34.72
-1.95%
TECHNOLOGY · Cap: $4.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 56% more annual revenue ($4.81B vs $3.08B). VNT leads profitability with a 13.2% profit margin vs -3.4%. VNT appears more attractively valued with a PEG of 0.98. VNT earns a higher WallStSmart Score of 64/100 (C+).
CRWD
Hold40
out of 100
Grade: D
VNT
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.3%
Fair Value
$400.68
Current Price
$445.75
$45.07 premium
Margin of Safety
+59.7%
Fair Value
$101.07
Current Price
$34.72
$66.35 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 23.3% year-over-year
Every $100 of equity generates 35 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 25.5x book value
4.1% revenue growth
4.3% earnings growth
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : VNT
The strongest argument for VNT centers on Return on Equity, PEG Ratio, P/E Ratio. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Bear Case : VNT
The primary concerns for VNT are Revenue Growth, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
CRWD profiles as a growth stock while VNT is a value play — different risk/reward profiles.
VNT carries more volatility with a beta of 1.32 — expect wider price swings.
CRWD is growing revenue faster at 23.3% — sustainability is the question.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Bottom Line
VNT scores higher overall (64/100 vs 40/100). 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 →Vontier Corp
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Vontier Corporation is dedicated to the research and development, manufacture, sale and distribution of equipment, components, software and critical technical services for manufacturing, repair and service in the mobility infrastructure industry worldwide. The company is headquartered in Raleigh, North Carolina.
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