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CrowdStrike (CRWD) Competitors

CrowdStrike logo
$357.00 -6.38 (-1.76%)
As of 01/17/2025 04:00 PM Eastern

CRWD vs. SAP, PLTR, SHOP, APP, INFY, TEAM, NTES, TTD, 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), NetEase (NTES), Trade Desk (TTD), Snowflake (SNOW), and Datadog (DDOG). These companies are all part of the "computer software" industry.

CrowdStrike vs.

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

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
SAP$33.77B9.56$6.64B$2.50105.09
CrowdStrike$3.06B28.78$89.33M$0.51700.01

SAP received 214 more outperform votes than CrowdStrike when rated by MarketBeat users. However, 70.28% of users gave CrowdStrike an outperform vote while only 66.06% of users gave SAP an outperform vote.

CompanyUnderperformOutperform
SAPOutperform Votes
765
66.06%
Underperform Votes
393
33.94%
CrowdStrikeOutperform Votes
551
70.28%
Underperform Votes
233
29.72%

In the previous week, CrowdStrike had 29 more articles in the media than SAP. MarketBeat recorded 58 mentions for CrowdStrike and 29 mentions for SAP. CrowdStrike's average media sentiment score of 0.93 beat SAP's score of 0.50 indicating that CrowdStrike is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SAP
10 Very Positive mention(s)
1 Positive mention(s)
11 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Neutral
CrowdStrike
40 Very Positive mention(s)
3 Positive mention(s)
10 Neutral mention(s)
1 Negative mention(s)
2 Very Negative mention(s)
Positive

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

SAP has a beta of 1.22, suggesting that its share price is 22% more volatile than the S&P 500. Comparatively, CrowdStrike has a beta of 1.14, suggesting that its share price is 14% more volatile than the S&P 500.

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
SAP8.15% 11.44% 6.92%
CrowdStrike 3.39%7.11%2.72%

SAP presently has a consensus price target of $263.17, suggesting a potential upside of 0.16%. CrowdStrike has a consensus price target of $366.38, suggesting a potential upside of 2.63%. Given CrowdStrike's higher probable upside, analysts clearly believe CrowdStrike is more favorable than SAP.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SAP
0 Sell rating(s)
0 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
3.00
CrowdStrike
1 Sell rating(s)
9 Hold rating(s)
30 Buy rating(s)
3 Strong Buy rating(s)
2.81

Summary

SAP beats CrowdStrike on 10 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 {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$85.92B$24.67B$26.79B$8.98B
Dividend YieldN/A2.09%2.78%4.03%
P/E Ratio700.0161.00191.9313.10
Price / Sales28.7814.213,661.0480.46
Price / Cash167.8482.5634.4035.97
Price / Book36.9612.638.404.79
Net Income$89.33M$444.67M$671.73M$225.00M
7 Day Performance4.55%4.60%3.69%2.62%
1 Month Performance-1.46%2.02%4.93%3.81%
1 Year Performance22.87%29.50%24.33%20.10%

CrowdStrike Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CRWD
CrowdStrike
4.3486 of 5 stars
$357.00
-1.8%
$366.38
+2.6%
+22.9%$87.93B$3.06B700.017,925Analyst Forecast
SAP
SAP
3.5496 of 5 stars
$262.74
+0.4%
$263.17
+0.2%
+60.7%$322.77B$33.77B105.09107,602Analyst Upgrade
PLTR
Palantir Technologies
2.4503 of 5 stars
$71.77
+3.7%
$43.78
-39.0%
+327.8%$163.49B$2.23B358.873,735Analyst Forecast
Gap Up
SHOP
Shopify
4.4121 of 5 stars
$103.25
-0.2%
$100.31
-2.8%
+29.0%$133.41B$7.06B96.508,300Analyst Revision
Positive News
APP
AppLovin
3.0496 of 5 stars
$342.34
+3.1%
$338.06
-1.3%
+732.1%$114.89B$2.63B103.741,745Gap Up
INFY
Infosys
1.8787 of 5 stars
$21.16
-1.9%
$20.22
-4.5%
+5.9%$87.65B$18.56B27.13317,240Earnings Report
Analyst Forecast
Analyst Revision
High Trading Volume
TEAM
Atlassian
4.0426 of 5 stars
$252.36
-0.7%
$272.00
+7.8%
+3.9%$65.72B$4.36B-166.0312,157Analyst Forecast
Insider Trade
NTES
NetEase
4.2535 of 5 stars
$99.76
+0.5%
$108.71
+9.0%
+8.8%$64.06B$14.57B16.8529,128Gap Up
High Trading Volume
TTD
Trade Desk
3.2443 of 5 stars
$124.42
+3.0%
$132.55
+6.5%
+86.1%$61.41B$1.95B203.973,115Gap Up
SNOW
Snowflake
4.585 of 5 stars
$170.89
+1.9%
$188.06
+10.0%
-11.5%$56.41B$2.81B-50.417,004Analyst Forecast
Analyst Revision
Gap Up
DDOG
Datadog
4.6611 of 5 stars
$138.40
+1.2%
$158.45
+14.5%
+6.2%$47.02B$2.13B261.145,200Analyst Forecast
Insider Trade
Short Interest ↓
Analyst Revision

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This page (NASDAQ:CRWD) was last updated on 1/20/2025 by MarketBeat.com Staff
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