CRWD vs. CDNS, SHOP, SNPS, NTES, SNOW, TEAM, ADSK, PLTR, DDOG, and EA Should you be buying CrowdStrike stock or one of its competitors? The main competitors of CrowdStrike include Cadence Design Systems (CDNS), Shopify (SHOP), Synopsys (SNPS), NetEase (NTES), Snowflake (SNOW), Atlassian (TEAM), Autodesk (ADSK), Palantir Technologies (PLTR), Datadog (DDOG), and Electronic Arts (EA). These companies are all part of the "prepackaged software" industry.
Cadence Design Systems (NASDAQ:CDNS ) and CrowdStrike (NASDAQ:CRWD ) are both large-cap computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their analyst recommendations, media sentiment, community ranking, institutional ownership, valuation, earnings, risk, profitability and dividends.
In the previous week, CrowdStrike had 9 more articles in the media than Cadence Design Systems. MarketBeat recorded 39 mentions for CrowdStrike and 30 mentions for Cadence Design Systems. Cadence Design Systems' average media sentiment score of 0.72 beat CrowdStrike's score of 0.50 indicating that CrowdStrike is being referred to more favorably in the news media.
Cadence Design Systems has a net margin of 25.68% compared to Cadence Design Systems' net margin of 2.92%. CrowdStrike's return on equity of 32.44% beat Cadence Design Systems' return on equity.
Cadence Design Systems has a beta of 1.06, indicating that its share price is 6% more volatile than the S&P 500. Comparatively, CrowdStrike has a beta of 1.08, indicating that its share price is 8% more volatile than the S&P 500.
Cadence Design Systems received 122 more outperform votes than CrowdStrike when rated by MarketBeat users. Likewise, 71.18% of users gave Cadence Design Systems an outperform vote while only 67.58% of users gave CrowdStrike an outperform vote.
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.
84.9% of Cadence Design Systems shares are owned by institutional investors. Comparatively, 71.2% of CrowdStrike shares are owned by institutional investors. 2.0% of Cadence Design Systems 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 is poised for long-term growth.
Cadence Design Systems currently has a consensus price target of $326.11, suggesting a potential upside of 12.92%. CrowdStrike has a consensus price target of $371.87, suggesting a potential upside of 7.50%. Given CrowdStrike's higher probable upside, equities research analysts plainly believe Cadence Design Systems is more favorable than CrowdStrike.
Summary Cadence Design Systems beats CrowdStrike on 10 of the 18 factors compared between the two stocks.
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 Chart 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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