CrowdStrike (CRWD) Competitors

$345.93
+6.87 (+2.03%)
(As of 05/17/2024 ET)

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.

CrowdStrike vs.

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.

Company Net Margins Return on Equity Return on Assets
Cadence Design Systems25.68% 32.44% 19.18%
CrowdStrike 2.92%6.09%2.08%

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.

CompanyUnderperformOutperform
Cadence Design SystemsOutperform Votes
568
71.18%
Underperform Votes
230
28.82%
CrowdStrikeOutperform Votes
446
67.58%
Underperform Votes
214
32.42%

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.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cadence Design Systems
12 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
CrowdStrike
18 Very Positive mention(s)
7 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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
Cadence Design Systems$4.09B19.22$1.04B$3.8475.21
CrowdStrike$3.06B27.38$89.33M$0.36960.94

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.

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

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.

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$83.67B$22.04B$20.61B$7.94B
Dividend YieldN/A2.04%2.68%3.91%
P/E Ratio960.9482.31266.8318.75
Price / Sales27.3810.89550.3387.73
Price / Cash165.0969.2429.1232.08
Price / Book35.819.546.614.68
Net Income$89.33M$373.03M$632.76M$217.01M
7 Day Performance7.85%3.07%2.13%2.93%
1 Month Performance17.79%6.17%5.18%6.22%
1 Year Performance152.08%19.49%25.66%9.80%

CrowdStrike Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CDNS
Cadence Design Systems
4.6966 of 5 stars
$284.46
-1.1%
$326.11
+14.6%
+41.5%$77.41B$4.08B74.0811,200Analyst Forecast
Insider Selling
Short Interest ↑
Analyst Revision
SHOP
Shopify
4.7046 of 5 stars
$58.76
-0.3%
$76.86
+30.8%
-3.7%$75.60B$7.06B-345.658,300
SNPS
Synopsys
4.0735 of 5 stars
$557.39
+0.1%
$601.00
+7.8%
+50.3%$85.00B$6.13B61.3920,300Upcoming Earnings
NTES
NetEase
4.7491 of 5 stars
$99.49
+1.0%
$126.00
+26.6%
+19.1%$64.14B$14.57B15.7229,128Upcoming Earnings
Analyst Downgrade
News Coverage
SNOW
Snowflake
4.5729 of 5 stars
$159.79
+1.7%
$202.77
+26.9%
-7.0%$53.40B$2.81B-62.667,004Upcoming Earnings
Analyst Forecast
Insider Selling
TEAM
Atlassian
4.4954 of 5 stars
$182.83
+1.7%
$223.22
+22.1%
+24.8%$47.59B$3.53B-290.216,433Insider Selling
ADSK
Autodesk
4.8468 of 5 stars
$216.65
-0.5%
$274.67
+26.8%
+11.5%$46.92B$5.50B51.4613,700Upcoming Earnings
Short Interest ↓
PLTR
Palantir Technologies
2.0509 of 5 stars
$20.94
+1.6%
$20.65
-1.3%
+112.2%$46.32B$2.23B174.473,735
DDOG
Datadog
4.8158 of 5 stars
$118.26
-0.6%
$135.58
+14.6%
+31.5%$39.25B$2.13B369.565,200Analyst Forecast
Insider Selling
EA
Electronic Arts
4.7849 of 5 stars
$126.58
-0.4%
$147.00
+16.1%
+2.3%$33.84B$7.56B27.0513,400Insider Selling
Short Interest ↓
News Coverage

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This page (NASDAQ:CRWD) was last updated on 5/18/2024 by MarketBeat.com Staff

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