Palo Alto Networks (PANW) Competitors

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

Do analysts recommend CRWD or PANW?

CrowdStrike presently has a consensus target price of $456.29, suggesting a potential downside of 4.63%. Palo Alto Networks has a consensus target price of $208.00, suggesting a potential upside of 11.00%. Given Palo Alto Networks' stronger consensus rating and higher probable upside, analysts plainly believe Palo Alto Networks is more favorable than CrowdStrike.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
CrowdStrike	2 Sell rating(s)	17 Hold rating(s)	27 Buy rating(s)	0 Strong Buy rating(s)	2.54
Palo Alto Networks	2 Sell rating(s)	13 Hold rating(s)	27 Buy rating(s)	0 Strong Buy rating(s)	2.60

Is CRWD or PANW more profitable?

Palo Alto Networks has a net margin of 13.95% compared to CrowdStrike's net margin of -4.17%. Palo Alto Networks' return on equity of 19.48% beat CrowdStrike's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
CrowdStrike	-4.17%	0.43%	0.17%
Palo Alto Networks	13.95%	19.48%	5.77%

Does the media refer more to CRWD or PANW?

In the previous week, CrowdStrike had 18 more articles in the media than Palo Alto Networks. MarketBeat recorded 74 mentions for CrowdStrike and 56 mentions for Palo Alto Networks. Palo Alto Networks' average media sentiment score of 1.42 beat CrowdStrike's score of 1.07 indicating that Palo Alto Networks 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)	15 Neutral mention(s)	3 Negative mention(s)	0 Very Negative mention(s)	Positive
Palo Alto Networks	47 Very Positive mention(s)	1 Positive mention(s)	5 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has better earnings & valuation, CRWD or PANW?

Palo Alto Networks has higher revenue and earnings than CrowdStrike. CrowdStrike is trading at a lower price-to-earnings ratio than Palo Alto Networks, 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	$3.95B	30.16	-$19.27M	-$0.69	-693.41
Palo Alto Networks	$8.03B	15.57	$2.58B	$1.75	107.08

Which has more risk & volatility, CRWD or PANW?

CrowdStrike has a beta of 1.16, suggesting that its stock price is 16% more volatile than the S&P 500. Comparatively, Palo Alto Networks has a beta of 0.97, suggesting that its stock price is 3% less volatile than the S&P 500.

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

71.2% of CrowdStrike shares are owned by institutional investors. Comparatively, 79.8% of Palo Alto Networks shares are owned by institutional investors. 3.3% of CrowdStrike shares are owned by insiders. Comparatively, 2.5% of Palo Alto Networks shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Summary

Palo Alto Networks beats CrowdStrike on 11 of the 15 factors compared between the two stocks.