CrowdStrike (CRWD) Competitors

$312.55
-5.26 (-1.66%)
(As of 05/7/2024 ET)

CRWD vs. CDNS, SNPS, NTES, PLTR, SNOW, SHOP, TEAM, ADSK, DDOG, and EA

Should you be buying CrowdStrike stock or one of its competitors? The main competitors of CrowdStrike include Cadence Design Systems (CDNS), Synopsys (SNPS), NetEase (NTES), Palantir Technologies (PLTR), Snowflake (SNOW), Shopify (SHOP), Atlassian (TEAM), Autodesk (ADSK), Datadog (DDOG), and Electronic Arts (EA). These companies are all part of the "prepackaged software" industry.

CrowdStrike vs.

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

CrowdStrike has a beta of 1.08, meaning that its stock price is 8% more volatile than the S&P 500. Comparatively, Cadence Design Systems has a beta of 1.06, meaning that its stock price is 6% more volatile than the S&P 500.

In the previous week, CrowdStrike had 28 more articles in the media than Cadence Design Systems. MarketBeat recorded 45 mentions for CrowdStrike and 17 mentions for Cadence Design Systems. Cadence Design Systems' average media sentiment score of 0.76 beat CrowdStrike's score of 0.41 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
15 Very Positive mention(s)
5 Positive mention(s)
21 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
Cadence Design Systems
9 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Cadence Design Systems has a net margin of 25.68% compared to CrowdStrike's net margin of 2.92%. Cadence Design Systems' return on equity of 32.44% beat CrowdStrike's return on equity.

Company Net Margins Return on Equity Return on Assets
CrowdStrike2.92% 6.09% 2.08%
Cadence Design Systems 25.68%32.44%19.18%

71.2% of CrowdStrike shares are owned by institutional investors. Comparatively, 84.9% of Cadence Design Systems shares are owned by institutional investors. 5.7% of CrowdStrike shares are owned by company insiders. Comparatively, 0.6% of Cadence Design Systems 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 presently has a consensus price target of $371.87, indicating a potential upside of 18.98%. Cadence Design Systems has a consensus price target of $326.11, indicating a potential upside of 14.81%. Given CrowdStrike's stronger consensus rating and higher possible upside, analysts clearly believe CrowdStrike is more favorable than Cadence Design Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CrowdStrike
0 Sell rating(s)
1 Hold rating(s)
37 Buy rating(s)
0 Strong Buy rating(s)
2.97
Cadence Design Systems
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.78

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
CrowdStrike$3.06B24.74$89.33M$0.36868.22
Cadence Design Systems$4.09B18.90$1.04B$3.8473.97

Cadence Design Systems received 122 more outperform votes than CrowdStrike when rated by MarketBeat users. Likewise, 71.14% of users gave Cadence Design Systems an outperform vote while only 67.53% of users gave CrowdStrike an outperform vote.

CompanyUnderperformOutperform
CrowdStrikeOutperform Votes
445
67.53%
Underperform Votes
214
32.47%
Cadence Design SystemsOutperform Votes
567
71.14%
Underperform Votes
230
28.86%

Summary

Cadence Design Systems beats CrowdStrike on 10 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

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.
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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$75.60B$21.28B$20.09B$7.79B
Dividend YieldN/A2.04%2.75%3.96%
P/E Ratio868.2290.83267.3119.42
Price / Sales24.749.63544.2781.17
Price / Cash149.2668.1528.7928.60
Price / Book32.3610.206.884.42
Net Income$89.33M$368.79M$632.73M$217.17M
7 Day Performance6.84%2.10%1.85%2.77%
1 Month Performance-0.94%-0.64%-0.41%-2.00%
1 Year Performance155.25%20.88%30.66%8.89%

CrowdStrike Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CDNS
Cadence Design Systems
4.8734 of 5 stars
$285.19
+1.3%
$326.11
+14.3%
+38.4%$77.61B$4.09B74.2711,200
SNPS
Synopsys
4.274 of 5 stars
$545.54
+1.6%
$601.00
+10.2%
+47.9%$83.19B$5.84B60.0820,300News Coverage
NTES
NetEase
4.976 of 5 stars
$101.86
-1.1%
$126.00
+23.7%
+9.0%$65.67B$14.57B16.0929,128Positive News
Gap Down
PLTR
Palantir Technologies
2.4512 of 5 stars
$25.22
+8.1%
$18.35
-27.3%
+188.9%$55.81B$2.23B280.253,735Analyst Forecast
News Coverage
Gap Down
High Trading Volume
SNOW
Snowflake
4.5548 of 5 stars
$163.70
+2.7%
$202.77
+23.9%
+3.2%$54.71B$2.81B-64.207,004Gap Down
SHOP
Shopify
3.6743 of 5 stars
$77.39
+3.9%
$79.00
+2.1%
+24.2%$99.57B$7.06B859.988,300Upcoming Earnings
Analyst Forecast
TEAM
Atlassian
4.6871 of 5 stars
$181.77
-1.0%
$223.22
+22.8%
+35.7%$47.31B$3.53B-288.526,433Insider Selling
ADSK
Autodesk
4.9669 of 5 stars
$216.70
+0.7%
$274.67
+26.7%
+10.1%$46.69B$5.50B51.4713,700
DDOG
Datadog
4.3808 of 5 stars
$126.97
+2.2%
$136.04
+7.1%
+46.8%$42.14B$2.13B1,058.085,200Analyst Forecast
News Coverage
Gap Down
EA
Electronic Arts
4.7617 of 5 stars
$130.56
+0.8%
$146.72
+12.4%
+3.8%$34.91B$7.43B32.8913,400Dividend Announcement

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This page (NASDAQ:CRWD) was last updated on 5/8/2024 by MarketBeat.com Staff

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