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CRWD vs NET
Which Stock Would AI Choose? CrowdStrike Holdings (CRWD) vs. Cloudflare (NET) Stock Comparison
Key Takeaways
- CrowdStrike (CRWD) has outperformed Cloudflare (NET) in recent market activity, gaining approximately 15% over the past month compared to NET's 5% rise.
- Both companies operate in high-growth cybersecurity and cloud sectors, but CRWD shows stronger profitability edges and lower debt-to-equity ratio (18% vs. 241%).
- NET benefits from year-to-date gains of 13%, edging out CRWD's 4%, driven by infrastructure expansions.
- Market sentiment reflects caution for both amid AI-driven challenges, with CRWD facing valuation pressures post-earnings.
- Tickeron's AI bots highlight opportunities in AI and cybersecurity-adjacent sectors, offering strategies for volatile conditions.
Introduction
CrowdStrike Holdings (CRWD) and Cloudflare (NET) represent key players in the cybersecurity and cloud infrastructure spaces, both capitalizing on rising demand for digital protection amid escalating cyber threats and AI proliferation. This stock comparison analyzes their recent performance, business models, and market positioning, aiding traders seeking momentum plays and investors evaluating long-term growth in tech. With both stocks exhibiting volatility in recent weeks, understanding relative strengths in growth drivers, sentiment, and risk profiles can inform portfolio decisions in a dynamic market environment.
CRWD Overview and Recent Performance
CrowdStrike Holdings (CRWD), a leader in cloud-native endpoint security, provides the Falcon platform leveraging AI for threat detection and response. In recent market activity, CRWD shares have climbed about 15% over the past month, outpacing the broader tech sector, though year-to-date returns stand at around 4%. Trading near $469 as of early May, the stock experienced pullbacks amid AI competition concerns and post-earnings digestion from its fiscal year 2026 results, which showed 22% revenue growth to $4.81 billion and expanding annual recurring revenue (ARR; subscription-based recurring income). Sentiment has been influenced by innovations like vulnerability management updates and government sector expansions, bolstering its market cap above $115 billion, while valuation metrics like EV/EBITDA (enterprise value to earnings before interest, taxes, depreciation, and amortization) reflect premium pricing.
NET Overview and Recent Performance
Cloudflare (NET), a provider of edge cloud services including content delivery, DDoS mitigation, and zero-trust security, powers internet infrastructure for enterprises. Over recent weeks, NET shares have risen roughly 5% in the past month and 13% year-to-date, with occasional outperformance against the S&P 500 amid expansions like post-quantum secure access service edge (SASE; secure access service edge, a framework combining networking and security). Currently trading around recent highs near $200, the stock has seen dips tied to EPS (earnings per share) estimate revisions and valuation scrutiny, yet positive momentum from AI infrastructure developments supports its trajectory. Broader performance contrasts with one-month gains lagging peers, influenced by SaaS sector dynamics and network resilience upgrades.
Trending AI Robots
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Head-to-Head Comparison
CrowdStrike (CRWD) and Cloudflare (NET) both thrive on cloud-delivered security but differ in focus: CRWD's endpoint-centric model drives deeper enterprise penetration via module upsells, while NET's broader edge platform emphasizes developer tools and global traffic routing. Growth drivers include CRWD's 24% ARR expansion versus NET's infrastructure scalability, though NET shows higher YTD momentum. Recent momentum favors CRWD with superior monthly gains, but NET laps markets on select days. Risk factors highlight CRWD's lower debt exposure and profitability versus NET's higher leverage and loss-making status; sector exposure overlaps in cybersecurity yet diverges with NET's CDN (content delivery network) edge. Sentiment tilts toward CRWD for stability amid AI hype.
Tickeron AI Verdict
Tickeron's AI currently leans toward CRWD based on superior recent momentum, consistent trend strength, and relative stability in cybersecurity demand. With stronger monthly performance and balanced risk metrics, CRWD appears better positioned probabilistically for near-term upside, though NET holds appeal for broader cloud exposure.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CRWD is a Hold and NET is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CRWD’s FA Score shows that 1 FA rating(s) are green whileNET’s FA Score has 0 green FA rating(s).
- CRWD’s FA Score: 1 green, 4 red.
- NET’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CRWD’s TA Score shows that 6 TA indicator(s) are bullish while NET’s TA Score has 5 bullish TA indicator(s).
- CRWD’s TA Score: 6 bullish, 4 bearish.
- NET’s TA Score: 5 bullish, 6 bearish.
Price Growth
CRWD (@Computer Communications) experienced а +12.56% price change this week, while NET (@Computer Communications) price change was +0.73% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.90%. For the same industry, the average monthly price growth was +7.61%, and the average quarterly price growth was +10.99%.
Reported Earning Dates
CRWD is expected to report earnings on Jun 03, 2026.
NET is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Computer Communications (-1.90% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| CRWD | NET | CRWD / NET | |
| Capitalization | 151B | 69.8B | 216% |
| EBITDA | 182M | 138M | 132% |
| Gain YTD | 26.734 | 0.208 | 12,855% |
| P/E Ratio | 765.02 | N/A | - |
| Revenue | 4.81B | 2.33B | 207% |
| Total Cash | 5.23B | 4.16B | 126% |
| Total Debt | 820M | 3.53B | 23% |
CRWD | NET | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 47 | 31 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 83 Overvalued | |
PROFIT vs RISK RATING 1..100 | 26 | 59 | |
SMR RATING 1..100 | 92 | 92 | |
PRICE GROWTH RATING 1..100 | 38 | 50 | |
P/E GROWTH RATING 1..100 | 64 | 100 | |
SEASONALITY SCORE 1..100 | 90 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
NET's Valuation (83) in the null industry is in the same range as CRWD (100). This means that NET’s stock grew similarly to CRWD’s over the last 12 months.
CRWD's Profit vs Risk Rating (26) in the null industry is somewhat better than the same rating for NET (59). This means that CRWD’s stock grew somewhat faster than NET’s over the last 12 months.
CRWD's SMR Rating (92) in the null industry is in the same range as NET (92). This means that CRWD’s stock grew similarly to NET’s over the last 12 months.
CRWD's Price Growth Rating (38) in the null industry is in the same range as NET (50). This means that CRWD’s stock grew similarly to NET’s over the last 12 months.
CRWD's P/E Growth Rating (64) in the null industry is somewhat better than the same rating for NET (100). This means that CRWD’s stock grew somewhat faster than NET’s over the last 12 months.
| CRWD | NET | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 70% | 3 days ago 73% |
| Stochastic ODDS (%) | 3 days ago 86% | 3 days ago 90% |
| Momentum ODDS (%) | 5 days ago 84% | 3 days ago 78% |
| MACD ODDS (%) | 5 days ago 74% | 3 days ago 81% |
| TrendWeek ODDS (%) | 3 days ago 80% | 3 days ago 83% |
| TrendMonth ODDS (%) | 3 days ago 82% | 3 days ago 82% |
| Advances ODDS (%) | 3 days ago 80% | 4 days ago 84% |
| Declines ODDS (%) | 18 days ago 73% | 6 days ago 77% |
| BollingerBands ODDS (%) | 3 days ago 74% | 3 days ago 74% |
| Aroon ODDS (%) | 3 days ago 81% | 3 days ago 77% |
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CRWD and
Correlation & Price change
A.I.dvisor indicates that over the last year, CRWD has been closely correlated with ZS. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if CRWD jumps, then ZS could also see price increases.
| Ticker / NAME | Correlation To CRWD | 1D Price Change % | ||
|---|---|---|---|---|
| CRWD | 100% | +2.44% | ||
| ZS - CRWD | 74% Closely correlated | +4.78% | ||
| PANW - CRWD | 72% Closely correlated | +1.94% | ||
| NOW - CRWD | 68% Closely correlated | +5.05% | ||
| HUBS - CRWD | 64% Loosely correlated | +8.13% | ||
| ADSK - CRWD | 63% Loosely correlated | +1.18% | ||
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