Cloudflare [NET] vs CrowdStrike Holdings [CRWD] Detailed Stock Comparison

TLDR: Quick Comparison Summary

Based on 18 vital metrics comparison: Cloudflare wins in 6 metrics, CrowdStrike Holdings wins in 12 metrics, with 0 ties. CrowdStrike Holdings appears stronger overall.

View Metrics Details

Vital Metrics Comparison

MetricCloudflareCrowdStrike HoldingsBetter
P/E Ratio (TTM)-942.04716.55Cloudflare
Price-to-Book Ratio60.9032.71CrowdStrike Holdings
Debt-to-Equity Ratio279.2621.36CrowdStrike Holdings
PEG Ratio-3.43-2.72Cloudflare
EV/EBITDA-1,289.26-1,300.35CrowdStrike Holdings
Profit Margin (TTM)-6.22%-6.84%Cloudflare
Operating Margin (TTM)-13.13%-6.38%CrowdStrike Holdings
Return on Equity-11.04%-8.92%CrowdStrike Holdings
Return on Assets (TTM)-2.73%-2.05%CrowdStrike Holdings
Free Cash Flow (TTM)$166.92M$1.07BCrowdStrike Holdings
1-Year Return136.47%54.88%Cloudflare
Price-to-Sales Ratio (TTM)40.1328.32CrowdStrike Holdings
Enterprise Value$75.01B$118.81BCrowdStrike Holdings
EV/Revenue Ratio39.8727.37CrowdStrike Holdings
Gross Profit Margin (TTM)74.88%73.46%Cloudflare
Revenue per Share (TTM)$5$18CrowdStrike Holdings
Earnings per Share (Diluted)$-0.34$-1.19Cloudflare
Beta (Stock Volatility)1.991.19CrowdStrike Holdings
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends

Cloudflare vs CrowdStrike Holdings Stock Performance Analysis

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Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Cloudflare-1.63%1.12%1.43%14.61%124.72%96.40%
CrowdStrike Holdings-2.27%1.54%15.86%-1.88%52.90%42.79%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Cloudflare136.47%383.65%279.19%1,127.94%1,127.94%1,127.94%
CrowdStrike Holdings54.88%239.74%241.23%672.99%672.99%672.99%

News Based Sentiment: Cloudflare vs CrowdStrike Holdings

Cloudflare

News based Sentiment: POSITIVE

Cloudflare reported a strong Q2 2025, exceeding revenue and EPS expectations, and is making significant investments in AI and security. While some investor caution is present, the overall narrative is positive, indicating continued growth potential and strategic positioning for the future.

View Cloudflare News Sentiment Analysis

CrowdStrike Holdings

News based Sentiment: POSITIVE

CrowdStrike delivered a strong Q2 earnings beat, announced key partnerships with KPMG and Salesforce, and made a strategic acquisition of Pangea to bolster its AI capabilities. While insider selling and negative profitability metrics remain concerns, positive analyst sentiment and increasing institutional investment suggest a generally favorable outlook for the company.

View CrowdStrike Holdings News Sentiment Analysis

Performance & Financial Health Analysis: Cloudflare vs CrowdStrike Holdings

MetricNETCRWD
Market Information
Market Cap i$76.12B$122.94B
Market Cap CategoryLarge capLarge cap
10 Day Avg. Volume i2,234,3902,547,200
90 Day Avg. Volume i2,252,5303,585,143
Last Close$217.42$484.70
52 Week Range$79.16 - $230.10$285.79 - $517.98
% from 52W High-5.51%-6.42%
All-Time High$230.10 (Sep 11, 2025)$517.98 (Jul 03, 2025)
% from All-Time High-5.51%-6.42%
Growth Metrics
Quarterly Revenue Growth0.28%0.21%
Quarterly Earnings Growth0.28%0.21%
Financial Health
Profit Margin (TTM) i-0.06%-0.07%
Operating Margin (TTM) i-0.13%-0.06%
Return on Equity (TTM) i-0.11%-0.09%
Debt to Equity (MRQ) i279.2621.36
Cash & Liquidity
Book Value per Share (MRQ)$3.56$14.98
Cash per Share (MRQ)$11.36$19.81
Operating Cash Flow (TTM) i$477.62M$1.39B
Levered Free Cash Flow (TTM) i$365.75M$1.44B
Dividends
Last 12-Month Dividend Yield iN/AN/A
Last 12-Month Dividend iN/AN/A

Valuation & Enterprise Metrics Analysis: Cloudflare vs CrowdStrike Holdings

MetricNETCRWD
Price Ratios
P/E Ratio (TTM) i-942.04716.55
Forward P/E i251.94114.73
PEG Ratio i-3.43-2.72
Price to Sales (TTM) i40.1328.32
Price to Book (MRQ) i60.9032.71
Market Capitalization
Market Capitalization i$76.12B$122.94B
Enterprise Value i$75.01B$118.81B
Enterprise Value Metrics
Enterprise to Revenue i39.8727.37
Enterprise to EBITDA i-1,289.26-1,300.35
Risk & Other Metrics
Beta i1.991.19
Book Value per Share (MRQ) i$3.56$14.98

Financial Statements Comparison: Cloudflare vs CrowdStrike Holdings

Financial Metrics

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Revenue

EBITDA

Shareholders Equity

Operating Margin

Free Cash Flow

Long Term Debt

Profit Margin

Current Ratio

Operating Cash Flow

Income Statement (MRQ)

Metric (MRQ)NETCRWD
Revenue/Sales i$479.09M$1.10B
Cost of Goods Sold i$115.58M$289.14M
Gross Profit i$363.51M$814.29M
Research & Development i$115.09M$334.13M
Operating Income (EBIT) i$-53.25M$-124.66M
EBITDA i$6.89M$-19.12M
Pre-Tax Income i$-36.76M$-89.89M
Income Tax i$1.70M$21.11M
Net Income (Profit) i$-38.45M$-110.99M

Balance Sheet & Liquidity Metrics (MRQ)

Metric (MRQ)NETCRWD
Cash & Equivalents i$204.46M$4.61B
Total Current Assets i$2.62B$6.07B
Total Current Liabilities i$821.01M$3.28B
Long-Term Debt i$1.42B$773.43M
Total Shareholders Equity i$1.43B$3.49B
Retained Earnings i$-1.14B$-1.19B
Property, Plant & Equipment i$734.51M$0

Cash Flow Statement Comparison (MRQ)

Metric (MRQ)NETCRWD
Operating Cash Flow i$168.35M$485.13M
Capital Expenditures i$-85.89M$-85.75M
Free Cash Flow i$52.87M$280.92M
Debt Repayment iN/AN/A
Common Stock Repurchase iN/AN/A

Short Interest & Institutional Ownership Analysis

MetricNETCRWD
Shares Short i10.30M6.42M
Short Ratio i4.961.94
Short % of Float i0.04%0.03%
Average Daily Volume (10 Day) i2,234,3902,547,200
Average Daily Volume (90 Day) i2,252,5303,585,143
Shares Outstanding i344.86M247.87M
Float Shares i310.70M246.36M
% Held by Insiders i0.01%0.03%
% Held by Institutions i0.91%0.75%

Dividend Analysis & Yield Comparison: Cloudflare vs CrowdStrike Holdings

MetricNETCRWD
Last 12-Month Dividend iN/AN/A
Last 12-Month Dividend Yield iN/AN/A
3-Year Avg Annual Dividend iN/AN/A
3-Year Avg Dividend Yield iN/AN/A
3-Year Total Dividends iN/AN/A
Ex-Dividend DateN/AN/A