CrowdStrike (CRWD) Competitors

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

Does the MarketBeat Community favor CRWD or CDNS?

Cadence Design Systems received 50 more outperform votes than CrowdStrike when rated by MarketBeat users. Likewise, 71.13% of users gave Cadence Design Systems an outperform vote while only 69.70% of users gave CrowdStrike an outperform vote.

Company	Underperform	Outperform
CrowdStrike	Outperform Votes 529 69.70%	Underperform Votes 230 30.30%
Cadence Design Systems	Outperform Votes 579 71.13%	Underperform Votes 235 28.87%

Is CRWD or CDNS more profitable?

Cadence Design Systems has a net margin of 23.87% compared to CrowdStrike's net margin of 4.84%. Cadence Design Systems' return on equity of 28.49% beat CrowdStrike's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
CrowdStrike	4.84%	8.44%	3.14%
Cadence Design Systems	23.87%	28.49%	16.20%

Do analysts prefer CRWD or CDNS?

CrowdStrike currently has a consensus target price of $333.82, indicating a potential downside of 4.66%. Cadence Design Systems has a consensus target price of $326.00, indicating a potential upside of 7.23%. Given Cadence Design Systems' higher probable upside, analysts plainly believe Cadence Design Systems is more favorable than CrowdStrike.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
CrowdStrike	1 Sell rating(s)	7 Hold rating(s)	31 Buy rating(s)	3 Strong Buy rating(s)	2.86
Cadence Design Systems	1 Sell rating(s)	1 Hold rating(s)	11 Buy rating(s)	0 Strong Buy rating(s)	2.77

Does the media refer more to CRWD or CDNS?

In the previous week, CrowdStrike had 44 more articles in the media than Cadence Design Systems. MarketBeat recorded 74 mentions for CrowdStrike and 30 mentions for Cadence Design Systems. Cadence Design Systems' average media sentiment score of 1.25 beat CrowdStrike's score of 1.15 indicating that Cadence Design Systems is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
CrowdStrike	46 Very Positive mention(s)	6 Positive mention(s)	16 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Cadence Design Systems	23 Very Positive mention(s)	1 Positive mention(s)	5 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

Do institutionals and insiders hold more shares of CRWD or CDNS?

71.2% of CrowdStrike shares are owned by institutional investors. Comparatively, 84.8% of Cadence Design Systems shares are owned by institutional investors. 4.3% of CrowdStrike shares are owned by insiders. Comparatively, 2.0% of Cadence Design Systems shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Which has better earnings and valuation, CRWD or CDNS?

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
CrowdStrike	$3.06B	28.09	$89.33M	$0.69	507.46
Cadence Design Systems	$4.35B	19.15	$1.04B	$3.81	79.79

Which has more volatility and risk, CRWD or CDNS?

CrowdStrike has a beta of 1.1, indicating that its stock price is 10% more volatile than the S&P 500. Comparatively, Cadence Design Systems has a beta of 1.02, indicating that its stock price is 2% more volatile than the S&P 500.

Summary

Cadence Design Systems beats CrowdStrike on 11 of the 19 factors compared between the two stocks.