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