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CRWD vs OKTA
Which Stock Would AI Choose? CrowdStrike (CRWD) vs. Okta (OKTA) Stock Comparison
Key Takeaways
- CrowdStrike (CRWD) is delivering faster revenue growth — roughly 26% year over year in its most recent quarter — while Okta (OKTA) is expanding at a more moderate 10–11% pace.
- Okta has converted momentum into profitability more convincingly, posting strong non-GAAP operating and free cash flow margins, whereas CrowdStrike still runs at a reported operating loss.
- CrowdStrike carries a far richer valuation at roughly 190x forward earnings, while Okta's recent S&P 500 inclusion reflects its own market surge of more than 150% year to date.
- Both stocks are riding the same tailwind: rising enterprise demand for securing AI agents and workloads across the cybersecurity sector.
- Tickeron AI Verdict: CRWD is the favored ticker of the two, based on stronger growth momentum and trend consistency, despite its premium valuation.
- For more detail, explore CRWD Major News, CRWD Today's Price Move, OKTA Major News, and OKTA Today's Price Move.
- To see how AI-driven strategies are navigating this market, explore the Trending AI Robots.
Introduction
Cybersecurity has emerged as one of the strongest-performing technology themes in the current market, and two names at the center of the conversation are CRWD and OKTA. CrowdStrike leads in cloud-native endpoint and platform security, while Okta is the dominant independent identity and access management provider. Although both companies sell into the same security budget, they operate at different stages of the growth and profitability cycle and trade at sharply different valuations. This stock comparison is most relevant to growth-oriented investors weighing premium momentum against more established profitability, as well as traders monitoring relative performance between two high-beta software names within the same sector.
CRWD Overview and Recent Performance
CRWD — CrowdStrike Holdings — operates the Falcon platform, an AI-native security suite spanning endpoint protection, cloud security, identity protection, and next-generation security information and event management (SIEM). In recent quarters, the company has reported accelerating top-line growth: revenue rose roughly 26% year over year in its most recent reported quarter, while net new annual recurring revenue (ARR) jumped about 51% to a record level. Ending ARR grew roughly 25%, and management has raised its full-year net new ARR growth outlook to about 34%.
Recent market activity has been driven by the expanding AI security narrative, including new product lines for securing AI agents and partnerships across cloud and silicon providers. The stock has more than doubled over the trailing year, but this momentum has lifted the valuation to a premium — roughly 190x forward earnings — and the company still posts a reported operating loss. Sentiment remains constructive, though the stock has at times traded above the average analyst price target.
OKTA Overview and Recent Performance
OKTA — Okta, Inc. — provides identity and access management, securing workforce and customer identities as well as the emerging category of AI agents. Its most recent quarter delivered revenue of about $805 million, up roughly 11% year over year, with subscription revenue growing about 12%. Profitability is a differentiator: Okta posted a non-GAAP operating margin of roughly 28% and a free cash flow margin near 28%.
The stock has surged more than 150% year to date, a move reinforced by the company's addition to the S&P 500 index in recent weeks. Growth is being supported by newer products — identity governance, privileged access, and AI-agent security — which now account for about 30% of bookings and lift average contract value by roughly 40%. Sentiment has been positive, though the company faces intensifying competition from larger vendors and moderating revenue growth, with fiscal-year growth guided to about 10–11%.
Trending AI Robots
Tickeron's Trending AI Robots page highlights a curated selection of the platform's AI trading bots. Tickeron offers hundreds of AI-driven trading bots that trade thousands of different tickers, but only the strategies best suited to current market conditions are featured in this section. Each bot operates with its own trading style, strategy, timeframe, performance record, and set of tickers it trades, so no single approach fits every investor. Visitors can review the historical statistics and profiles of the featured robots to understand how these quantitative systems are currently positioned. For traders interested in how algorithmic strategies are approaching names like CRWD and OKTA, exploring the Trending AI Robots section can provide useful, data-driven context.
Head-to-Head Comparison
The clearest contrast between CRWD and OKTA is the trade-off between growth and profitability. CrowdStrike is expanding revenue more than twice as fast as Okta and is accelerating into the AI-agent security opportunity, but it trades at a much higher earnings multiple and remains unprofitable on a reported basis. Okta grows more slowly but has demonstrated durable operating and free cash flow margins, giving it a stronger current financial profile and a more measured valuation on some metrics.
Risk profiles also differ. CrowdStrike's premium valuation leaves less room for error if growth decelerates, while Okta faces competitive pressure from larger platform vendors and relies more heavily on cross-selling to sustain momentum. Sector exposure is similar — both are cloud-software cybersecurity names sensitive to enterprise IT budgets and AI-driven demand — but market sentiment has rewarded both aggressively, reflecting the broader rotation into security assets. On a relative performance basis, Okta's 150%+ year-to-date surge has outpaced most peers, while CrowdStrike's multi-quarter acceleration distinguishes its underlying fundamentals.
Tickeron AI Verdict
Based on observable factors — revenue growth acceleration, record net new ARR, expanding platform adoption, and the consistency of its uptrend — Tickeron's AI would likely favor CRWD as the stronger candidate of the two. CrowdStrike's ability to sustain above-market growth while broadening into AI security gives it more visible catalysts, even if its valuation presents a higher-risk profile. Okta's profitability and index inclusion are meaningful strengths, but its more moderate growth rate and competitive headwinds suggest comparatively less near-term upside momentum. This probabilistic assessment reflects relative positioning rather than a definitive prediction of future returns.
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.
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 StrongBuy and OKTA is a Buy.
CRWD in upward trend: price expected to rise as it breaks its lower Bollinger Band on October 15, 2026
CRWD may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 30 of 35 cases where CRWD's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 86%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator demonstrates that the ticker has stayed in the oversold zone for 1 day, which means it's wise to expect a price bounce in the near future.
The Stochastic Oscillator demonstrated that the ticker has stayed in the oversold zone for 1 day, which means it's wise to expect a price bounce in the near future.
Following a +4.06% 3-day Advance, the price is estimated to grow further. Considering data from situations where CRWD advanced for three days, in 287 of 350 cases, the price rose further within the following month. The odds of a continued upward trend are 82%.
The Aroon Indicator entered an Uptrend today. In 249 of 317 cases where CRWD Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 79%.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on November 05, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on CRWD as a result. In 56 of 89 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 63%.
The Moving Average Convergence Divergence Histogram (MACD) for CRWD turned negative on November 02, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 48 similar instances when the indicator turned negative. In 33 of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at 69%.
CRWD moved below its 50-day moving average on November 04, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CRWD declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 72%.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 4 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 11 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 92, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 41 (best 1 - 100 worst), indicating steady price growth. CRWD’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 89 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 100 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (43.533) is normal, around the industry mean (16.360). CRWD's P/E Ratio (5784.000) is considerably higher than the industry average of (53.310). Projected Growth (PEG Ratio) (8.296) is also within normal values, averaging (3.696). Dividend Yield (0.000) settles around the average of (0.434) among similar stocks. P/S Ratio (45.662) is also within normal values, averaging (104.492).
OKTA's RSI Indicator slumps into oversold zone
The RSI Oscillator for OKTA moved into overbought territory on November 06, 2026. Be on the watch for a price drop or consolidation in the future -- when this happens, think about selling the stock or exploring put options.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 3 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +3.34% 3-day Advance, the price is estimated to grow further. Considering data from situations where OKTA advanced for three days, in 220 of 302 cases, the price rose further within the following month. The odds of a continued upward trend are 73%.
OKTA may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In 110 of 146 cases where OKTA Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 75%.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on November 02, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on OKTA as a result. In 73 of 100 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 73%.
The Moving Average Convergence Divergence Histogram (MACD) for OKTA turned negative on October 30, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 50 similar instances when the indicator turned negative. In 35 of the 50 cases the stock turned lower in the days that followed. This puts the odds of success at 70%.
OKTA moved below its 50-day moving average on November 02, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where OKTA declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 73%.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 37 (best 1 - 100 worst), indicating steady price growth. OKTA’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 49 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 84 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 87 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (4.229) is normal, around the industry mean (16.360). P/E Ratio (100.411) is within average values for comparable stocks, (53.310). Projected Growth (PEG Ratio) (1.671) is also within normal values, averaging (3.696). Dividend Yield (0.000) settles around the average of (0.434) among similar stocks. P/S Ratio (10.881) is also within normal values, averaging (104.492).
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. OKTA’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 92, placing this stock worse than average.
CRWD | OKTA | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 11 | 100 | |
SMR RATING 1..100 | 89 | 84 | |
PRICE GROWTH RATING 1..100 | 41 | 37 | |
P/E GROWTH RATING 1..100 | 4 | 49 | |
SEASONALITY SCORE 1..100 | n/a | n/a |
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.
OKTA's Valuation (87) in the Packaged Software industry is in the same range as CRWD (100) in the null industry. This means that OKTA’s stock grew similarly to CRWD’s over the last 12 months.
CRWD's Profit vs Risk Rating (11) in the null industry is significantly better than the same rating for OKTA (100) in the Packaged Software industry. This means that CRWD’s stock grew significantly faster than OKTA’s over the last 12 months.
OKTA's SMR Rating (84) in the Packaged Software industry is in the same range as CRWD (89) in the null industry. This means that OKTA’s stock grew similarly to CRWD’s over the last 12 months.
OKTA's Price Growth Rating (37) in the Packaged Software industry is in the same range as CRWD (41) in the null industry. This means that OKTA’s stock grew similarly to CRWD’s over the last 12 months.
CRWD's P/E Growth Rating (4) in the null industry is somewhat better than the same rating for OKTA (49) in the Packaged Software industry. This means that CRWD’s stock grew somewhat faster than OKTA’s over the last 12 months.
| CRWD | OKTA | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 85% | 4 days ago 86% |
| Stochastic ODDS (%) | 4 days ago 83% | 4 days ago 84% |
| Momentum ODDS (%) | 4 days ago 63% | 4 days ago 73% |
| MACD ODDS (%) | 4 days ago 69% | 4 days ago 70% |
| TrendWeek ODDS (%) | 4 days ago 72% | 4 days ago 73% |
| TrendMonth ODDS (%) | 4 days ago 77% | 4 days ago 71% |
| Advances ODDS (%) | 14 days ago 82% | 6 days ago 73% |
| Declines ODDS (%) | 4 days ago 72% | 4 days ago 73% |
| BollingerBands ODDS (%) | 4 days ago 86% | 4 days ago 72% |
| Aroon ODDS (%) | 4 days ago 79% | 4 days ago 75% |
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 overvalued. 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 2 FA rating(s) are green while OKTA’s FA Score has 0 green FA rating(s).
- CRWD’s FA Score: 2 green, 3 red.
- OKTA’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 5 TA indicator(s) are bullish while OKTA’s TA Score has 5 bullish TA indicator(s).
- CRWD’s TA Score: 5 bullish, 4 bearish.
- OKTA’s TA Score: 5 bullish, 4 bearish.
Price Growth
CRWD (@Computer Communications) experienced а -13.39% price change this week, while OKTA (@Computer Communications) price change was -18.99% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -2.24%. For the same industry, the average monthly price growth was -13.64%, and the average quarterly price growth was -4.36%.
Reported Earning Dates
CRWD is expected to report earnings on Dec 01, 2026.
OKTA is expected to report earnings on Dec 01, 2026.
Industries' Descriptions
@Computer Communications (-2.24% 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.
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CRWD and
Correlation & Price change
A.I.dvisor indicates that over the last year, CRWD has been closely correlated with PANW. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if CRWD jumps, then PANW could also see price increases.
| Ticker / NAME | Correlation To CRWD | 1D Price Change % | ||
|---|---|---|---|---|
| CRWD | 100% | -0.14% | ||
| PANW - CRWD | 86% Closely correlated | -0.26% | ||
| OKTA - CRWD | 79% Closely correlated | -1.44% | ||
| RBRK - CRWD | 74% Closely correlated | +0.01% | ||
| TENB - CRWD | 71% Closely correlated | -4.60% | ||
| S - CRWD | 71% Closely correlated | +1.63% | ||
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OKTA and
Correlation & Price change
A.I.dvisor indicates that over the last year, OKTA has been closely correlated with CRWD. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if OKTA jumps, then CRWD could also see price increases.
| Ticker / NAME | Correlation To OKTA | 1D Price Change % | ||
|---|---|---|---|---|
| OKTA | 100% | -1.44% | ||
| CRWD - OKTA | 79% Closely correlated | -0.14% | ||
| PANW - OKTA | 72% Closely correlated | -0.26% | ||
| SAIL - OKTA | 71% Closely correlated | +4.46% | ||
| TENB - OKTA | 70% Closely correlated | -4.60% | ||
| RBRK - OKTA | 66% Closely correlated | +0.01% | ||
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