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CrowdStrike (CRWD) Competitors

CrowdStrike logo
$362.29 +11.26 (+3.21%)
(As of 12/20/2024 05:45 PM ET)

CRWD vs. SAP, PLTR, SHOP, APP, INFY, TEAM, TTD, NTES, SNOW, and DDOG

Should you be buying CrowdStrike stock or one of its competitors? The main competitors of CrowdStrike include SAP (SAP), Palantir Technologies (PLTR), Shopify (SHOP), AppLovin (APP), Infosys (INFY), Atlassian (TEAM), Trade Desk (TTD), NetEase (NTES), Snowflake (SNOW), and Datadog (DDOG). These companies are all part of the "computer software" industry.

CrowdStrike vs.

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

SAP has a net margin of 8.15% compared to CrowdStrike's net margin of 3.39%. SAP's return on equity of 11.44% beat CrowdStrike's return on equity.

Company Net Margins Return on Equity Return on Assets
CrowdStrike3.39% 7.11% 2.72%
SAP 8.15%11.44%6.92%

SAP received 216 more outperform votes than CrowdStrike when rated by MarketBeat users. However, 70.13% of users gave CrowdStrike an outperform vote while only 66.00% of users gave SAP an outperform vote.

CompanyUnderperformOutperform
CrowdStrikeOutperform Votes
547
70.13%
Underperform Votes
233
29.87%
SAPOutperform Votes
763
66.00%
Underperform Votes
393
34.00%

71.2% of CrowdStrike shares are held by institutional investors. 4.3% of CrowdStrike shares are held by insiders. Comparatively, 7.4% of SAP shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

SAP has higher revenue and earnings than CrowdStrike. SAP 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
CrowdStrike$3.74B23.86$89.33M$0.51710.37
SAP$33.27B9.15$6.64B$2.5099.16

In the previous week, CrowdStrike had 30 more articles in the media than SAP. MarketBeat recorded 40 mentions for CrowdStrike and 10 mentions for SAP. CrowdStrike's average media sentiment score of 0.88 beat SAP's score of 0.50 indicating that CrowdStrike is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CrowdStrike
19 Very Positive mention(s)
3 Positive mention(s)
13 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
SAP
3 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

CrowdStrike currently has a consensus target price of $361.25, suggesting a potential downside of 0.29%. SAP has a consensus target price of $252.33, suggesting a potential upside of 1.79%. Given SAP's stronger consensus rating and higher possible upside, analysts plainly believe SAP is more favorable than CrowdStrike.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CrowdStrike
1 Sell rating(s)
9 Hold rating(s)
30 Buy rating(s)
3 Strong Buy rating(s)
2.81
SAP
0 Sell rating(s)
1 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.89

CrowdStrike has a beta of 1.11, suggesting that its share price is 11% more volatile than the S&P 500. Comparatively, SAP has a beta of 1.23, suggesting that its share price is 23% more volatile than the S&P 500.

Summary

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

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} 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$89.24B$25.30B$24.26B$9.08B
Dividend YieldN/A2.25%2.71%4.18%
P/E Ratio710.3996.89270.7417.17
Price / Sales23.8613.943,157.20115.67
Price / Cash174.6491.5833.6737.88
Price / Book28.8212.857.754.78
Net Income$89.33M$446.45M$661.21M$225.60M
7 Day Performance-1.56%0.69%0.44%-1.26%
1 Month Performance3.47%14.25%9.01%4.37%
1 Year Performance42.66%30.01%26.14%18.73%

CrowdStrike Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CRWD
CrowdStrike
4.1538 of 5 stars
$362.29
+3.2%
$361.25
-0.3%
+42.7%$86.46B$3.74B710.397,925Analyst Forecast
SAP
SAP
2.121 of 5 stars
$252.68
-0.2%
$252.33
-0.1%
+64.1%$310.42B$33.77B101.32107,602
PLTR
Palantir Technologies
N/A$72.94
-4.1%
$38.40
-47.4%
N/A$166.16B$2.23B364.973,735Analyst Forecast
Gap Down
SHOP
Shopify
4.3694 of 5 stars
$116.30
+1.5%
$99.03
-14.9%
+44.5%$150.27B$7.06B107.138,300
APP
AppLovin
3.0632 of 5 stars
$346.59
+6.8%
$296.40
-14.5%
+691.2%$116.31B$4.29B103.051,745
INFY
Infosys
1.8805 of 5 stars
$23.52
+0.5%
$20.85
-11.4%
+23.4%$97.42B$18.84B30.00317,240
TEAM
Atlassian
4.103 of 5 stars
$277.28
-0.5%
$256.50
-7.5%
+8.3%$72.21B$4.36B-183.3212,157Analyst Forecast
Insider Trade
TTD
Trade Desk
3.6843 of 5 stars
$132.14
-0.2%
$124.94
-5.4%
+65.6%$65.22B$1.95B217.083,115Analyst Forecast
NTES
NetEase
4.5689 of 5 stars
$93.80
-1.7%
$107.29
+14.4%
-9.8%$60.23B$105.69B16.1229,128Positive News
Gap Down
SNOW
Snowflake
4.2714 of 5 stars
$167.98
+0.2%
$184.46
+9.8%
-14.4%$55.45B$2.81B-50.307,004Analyst Forecast
Insider Trade
DDOG
Datadog
3.9708 of 5 stars
$154.32
+0.8%
$155.07
+0.5%
+23.9%$52.43B$2.54B288.745,200Analyst Forecast
Insider Trade

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This page (NASDAQ:CRWD) was last updated on 12/21/2024 by MarketBeat.com Staff
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