CrowdStrike (CRWD) Competitors

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

Do analysts prefer DDOG or CRWD?

Datadog currently has a consensus price target of $153.10, suggesting a potential upside of 10.53%. CrowdStrike has a consensus price target of $460.10, suggesting a potential upside of 6.62%. Given Datadog's stronger consensus rating and higher probable upside, equities research analysts clearly believe Datadog is more favorable than CrowdStrike.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Datadog	1 Sell rating(s)	5 Hold rating(s)	24 Buy rating(s)	0 Strong Buy rating(s)	2.77
CrowdStrike	1 Sell rating(s)	18 Hold rating(s)	26 Buy rating(s)	0 Strong Buy rating(s)	2.56

Which has higher valuation and earnings, DDOG or CRWD?

Datadog has higher earnings, but lower revenue than CrowdStrike. CrowdStrike is trading at a lower price-to-earnings ratio than Datadog, 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
Datadog	$2.68B	18.00	$183.75M	$0.35	395.78
CrowdStrike	$3.95B	27.20	-$19.27M	-$0.69	-625.39

Does the media refer more to DDOG or CRWD?

In the previous week, CrowdStrike had 64 more articles in the media than Datadog. MarketBeat recorded 97 mentions for CrowdStrike and 33 mentions for Datadog. Datadog's average media sentiment score of 1.46 beat CrowdStrike's score of 0.76 indicating that Datadog is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Datadog	28 Very Positive mention(s)	2 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
CrowdStrike	37 Very Positive mention(s)	9 Positive mention(s)	19 Neutral mention(s)	15 Negative mention(s)	3 Very Negative mention(s)	Positive

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

78.3% of Datadog shares are owned by institutional investors. Comparatively, 71.2% of CrowdStrike shares are owned by institutional investors. 8.7% of Datadog shares are owned by company insiders. Comparatively, 3.3% of CrowdStrike shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Which has more risk and volatility, DDOG or CRWD?

Datadog has a beta of 1.02, indicating that its stock price is 2% more volatile than the S&P 500. Comparatively, CrowdStrike has a beta of 1.13, indicating that its stock price is 13% more volatile than the S&P 500.

Is DDOG or CRWD more profitable?

Datadog has a net margin of 4.13% compared to CrowdStrike's net margin of -4.17%. Datadog's return on equity of 5.04% beat CrowdStrike's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Datadog	4.13%	5.04%	2.59%
CrowdStrike	-4.17%	0.43%	0.17%

Summary

Datadog beats CrowdStrike on 11 of the 16 factors compared between the two stocks.