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CrowdStrike (CRWD) Competitors

$349.12
+8.63 (+2.53%)
(As of 06/7/2024 08:51 PM ET)

CRWD vs. DDOG, EA, CRM, ADBE, INTU, NOW, SNPS, CDNS, SHOP, and NTES

Should you be buying CrowdStrike stock or one of its competitors? The main competitors of CrowdStrike include Datadog (DDOG), Electronic Arts (EA), Salesforce (CRM), Adobe (ADBE), Intuit (INTU), ServiceNow (NOW), Synopsys (SNPS), Cadence Design Systems (CDNS), Shopify (SHOP), and NetEase (NTES). These companies are all part of the "prepackaged software" industry.

CrowdStrike vs.

Datadog (NASDAQ:DDOG) and CrowdStrike (NASDAQ:CRWD) are both large-cap computer and technology companies, but which is the better investment? We will compare the two businesses based on the strength of their profitability, earnings, analyst recommendations, valuation, institutional ownership, dividends, community ranking, risk and media sentiment.

Datadog has a net margin of 5.11% compared to Datadog's net margin of 4.01%. CrowdStrike's return on equity of 7.48% beat Datadog's return on equity.

Company Net Margins Return on Equity Return on Assets
Datadog5.11% 7.48% 3.85%
CrowdStrike 4.01%7.39%2.63%

78.3% of Datadog shares are owned by institutional investors. Comparatively, 71.2% of CrowdStrike shares are owned by institutional investors. 11.8% of Datadog shares are owned by company insiders. Comparatively, 4.3% of CrowdStrike shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

CrowdStrike has higher revenue and earnings than Datadog. Datadog is trading at a lower price-to-earnings ratio than CrowdStrike, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Datadog$2.13B17.20$48.57M$0.32342.09
CrowdStrike$3.06B27.64$89.33M$0.53658.73

CrowdStrike received 196 more outperform votes than Datadog when rated by MarketBeat users. Likewise, 68.30% of users gave CrowdStrike an outperform vote while only 64.32% of users gave Datadog an outperform vote.

CompanyUnderperformOutperform
DatadogOutperform Votes
265
64.32%
Underperform Votes
147
35.68%
CrowdStrikeOutperform Votes
461
68.30%
Underperform Votes
214
31.70%

Datadog has a beta of 1.09, indicating that its stock price is 9% more volatile than the S&P 500. Comparatively, CrowdStrike has a beta of 1.08, indicating that its stock price is 8% more volatile than the S&P 500.

In the previous week, CrowdStrike had 75 more articles in the media than Datadog. MarketBeat recorded 105 mentions for CrowdStrike and 30 mentions for Datadog. Datadog's average media sentiment score of 0.52 beat CrowdStrike's score of 0.41 indicating that CrowdStrike is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Datadog
12 Very Positive mention(s)
7 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
CrowdStrike
34 Very Positive mention(s)
12 Positive mention(s)
26 Neutral mention(s)
6 Negative mention(s)
0 Very Negative mention(s)
Positive

Datadog currently has a consensus price target of $137.50, indicating a potential upside of 25.61%. CrowdStrike has a consensus price target of $375.61, indicating a potential upside of 7.59%. Given CrowdStrike's higher possible upside, research analysts plainly believe Datadog is more favorable than CrowdStrike.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Datadog
0 Sell rating(s)
4 Hold rating(s)
25 Buy rating(s)
1 Strong Buy rating(s)
2.90
CrowdStrike
0 Sell rating(s)
1 Hold rating(s)
37 Buy rating(s)
0 Strong Buy rating(s)
2.97

Summary

CrowdStrike beats Datadog on 11 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CRWD and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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CRWD vs. The Competition

MetricCrowdStrikePrepackaged software IndustryComputer SectorNASDAQ Exchange
Market Cap$84.44B$22.20B$22.41B$8.18B
Dividend YieldN/A2.05%2.74%4.05%
P/E Ratio658.7358.95221.9015.89
Price / Sales27.647.94543.0372.47
Price / Cash167.9867.0930.9230.66
Price / Book32.879.526.884.32
Net Income$89.33M$363.36M$635.47M$216.21M
7 Day Performance11.30%0.29%-0.19%-1.44%
1 Month Performance9.81%-4.77%0.19%-0.97%
1 Year Performance133.48%4.25%12.68%4.10%

CrowdStrike Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DDOG
Datadog
4.8711 of 5 stars
$109.47
-0.1%
$137.50
+25.6%
+14.5%$36.62B$2.13B342.095,200Insider Selling
EA
Electronic Arts
4.3655 of 5 stars
$136.82
-0.4%
$147.00
+7.4%
+8.6%$36.45B$7.56B29.2413,700
CRM
Salesforce
4.7941 of 5 stars
$241.72
-0.4%
$292.79
+21.1%
+12.3%$234.23B$34.86B43.4772,682Analyst Revision
ADBE
Adobe
4.8531 of 5 stars
$465.43
+1.6%
$615.03
+32.1%
+2.5%$208.51B$19.94B44.5029,945Upcoming Earnings
Analyst Forecast
INTU
Intuit
4.9785 of 5 stars
$573.90
+0.2%
$679.41
+18.4%
+33.0%$160.43B$14.37B52.9418,200Positive News
NOW
ServiceNow
4.6989 of 5 stars
$698.81
-0.6%
$814.48
+16.6%
+30.8%$143.26B$8.97B74.7422,668Insider Selling
SNPS
Synopsys
4.6723 of 5 stars
$571.45
-0.4%
$616.18
+7.8%
+30.2%$87.56B$5.84B62.1120,300Positive News
CDNS
Cadence Design Systems
4.7457 of 5 stars
$294.42
-0.4%
$331.11
+12.5%
+28.4%$80.12B$4.09B76.6711,200Positive News
SHOP
Shopify
4.007 of 5 stars
$61.58
+0.2%
$76.74
+24.6%
+0.4%$79.36B$7.41B-362.248,300
NTES
NetEase
4.9086 of 5 stars
$93.90
flat
$125.71
+33.9%
+1.7%$60.30B$14.57B14.5629,128Positive News

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This page (NASDAQ:CRWD) was last updated on 6/10/2024 by MarketBeat.com Staff

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