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 better stock? We will compare the two companies based on the strength of their community ranking, risk, media sentiment, dividends, institutional ownership, earnings, analyst recommendations, profitability and valuation.
84.9% of Cadence Design Systems shares are held by institutional investors. Comparatively, 71.2% of CrowdStrike shares are held by institutional investors. 2.0% of Cadence Design Systems shares are held by company insiders. Comparatively, 4.3% of CrowdStrike shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.
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 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.
In the previous week, CrowdStrike had 10 more articles in the media than Cadence Design Systems. MarketBeat recorded 35 mentions for CrowdStrike and 25 mentions for Cadence Design Systems. Cadence Design Systems' average media sentiment score of 0.77 beat CrowdStrike's score of 0.47 indicating that CrowdStrike is being referred to more favorably in the news media.
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.
Cadence Design Systems currently has a consensus target price of $326.11, suggesting a potential upside of 12.92%. CrowdStrike has a consensus target price of $371.87, suggesting a potential upside of 7.50%. Given CrowdStrike's higher possible upside, equities research analysts plainly believe Cadence Design Systems is more favorable than CrowdStrike.
Cadence Design Systems has a beta of 1.06, suggesting that its share price is 6% more volatile than the S&P 500. Comparatively, CrowdStrike has a beta of 1.08, suggesting that its share price is 8% more volatile than the S&P 500.
Summary
Cadence Design Systems beats CrowdStrike on 10 of the 18 factors compared between the two stocks.
Get CrowdStrike News Delivered to You Automatically
Sign up to receive the latest news and ratings for CRWD and its competitors with MarketBeat's FREE daily newsletter.
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 ChartThis 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 Chart
CrowdStrike Competitors List
Related Companies and Tools