CrowdStrike (NASDAQ:CRWD) Vs. SHOP, SAP, INTU, NOW, SQ, SNOW, VMW, NTES, ADSK, and TWLO
Should you be buying CrowdStrike stock or one of its competitors? The main competitors of CrowdStrike include Shopify (SHOP), SAP (SAP), Intuit (INTU), ServiceNow (NOW), Square (SQ), Snowflake (SNOW), VMware (VMW), NetEase (NTES), Autodesk (ADSK), and Twilio (TWLO). These companies are all part of the "prepackaged software" industry.
CrowdStrike vs.
SAP (NYSE:SAP) and CrowdStrike (NASDAQ:CRWD) are both large-cap computer and technology companies, but which is the better business? We will contrast the two companies based on the strength of their dividends, risk, valuation, earnings, community ranking, institutional ownership, analyst recommendations, profitability and media sentiment.
SAP has higher revenue and earnings than CrowdStrike. CrowdStrike is trading at a lower price-to-earnings ratio than SAP, indicating that it is currently the more affordable of the two stocks.
In the previous week, CrowdStrike had 20 more articles in the media than SAP. MarketBeat recorded 34 mentions for CrowdStrike and 14 mentions for SAP. CrowdStrike's average media sentiment score of 0.54 beat SAP's score of 0.26 indicating that CrowdStrike is being referred to more favorably in the news media.
SAP presently has a consensus target price of $122.00, indicating a potential downside of 16.08%. CrowdStrike has a consensus target price of $291.65, indicating a potential upside of 2.21%. Given CrowdStrike's stronger consensus rating and higher possible upside, analysts plainly believe CrowdStrike is more favorable than SAP.
4.2% of SAP shares are held by institutional investors. Comparatively, 62.8% of CrowdStrike shares are held by institutional investors. 7.4% of SAP shares are held by company insiders. Comparatively, 8.6% of CrowdStrike shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.
SAP has a net margin of 21.60% compared to CrowdStrike's net margin of -16.34%. SAP's return on equity of 19.90% beat CrowdStrike's return on equity.
SAP received 438 more outperform votes than CrowdStrike when rated by MarketBeat users. However, 77.15% of users gave CrowdStrike an outperform vote while only 66.79% of users gave SAP an outperform vote.
SAP has a beta of 1.03, indicating that its stock price is 3% more volatile than the S&P 500. Comparatively, CrowdStrike has a beta of 1.33, indicating that its stock price is 33% more volatile than the S&P 500.
Summary
CrowdStrike beats SAP 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.
Skip ChartMedia 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.
Skip ChartCrowdStrike (NASDAQ:CRWD) vs. Its Competitors
CrowdStrike Competitors List
