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CRWD vs PANW
Which Stock Would AI Choose? CrowdStrike Holdings (CRWD) vs. Palo Alto Networks (PANW) Stock Comparison
Key Takeaways
- CrowdStrike Holdings (CRWD) has delivered accelerating growth, posting record net new annual recurring revenue (ARR), while Palo Alto Networks (PANW) leads on scale and profitability.
- Both stocks have surged on AI-driven cybersecurity demand, but their recent momentum and valuation profiles have diverged meaningfully.
- CRWD trades at a premium valuation with heavy insider selling, whereas PANW carries a richer, more diversified platform but faces a guided growth deceleration.
- On trend consistency and momentum, CRWD currently presents the stronger relative setup.
- Tickeron AI Verdict: CRWD is the ticker of choice in this comparison, based on accelerating ARR growth and sustained upward trend consistency.
- For deeper insight, explore CRWD Major News and CRWD Today's Price Move, along with PANW Major News and PANW Today's Price Move.
- To see how automated systems are trading names like these, browse the curated Trending AI Robots page.
Introduction
Few sectors have been as central to the artificial intelligence narrative as cybersecurity, and CrowdStrike Holdings (CRWD) and Palo Alto Networks (PANW) sit at the heart of that story. Both are large-cap security platform providers benefiting from rising enterprise spending to defend expanding AI attack surfaces, yet they differ sharply in business model, growth profile, and market positioning. This stock comparison is relevant for growth-oriented investors weighing momentum against valuation, as well as traders monitoring relative performance between two of the sector's most closely followed names. Recent market activity has widened the gap between their trajectories, making a side-by-side assessment timely for anyone evaluating where to allocate attention in the cybersecurity space.
CRWD Overview and Recent Performance
CrowdStrike Holdings (CRWD) operates the Falcon platform, a cloud-native, subscription-based security suite sold through a unified agent. In recent weeks the company has been among the market's strongest performers, with shares roughly doubling or more over the trailing year and reaching records before consolidating. Sentiment has been driven by accelerating fundamentals: in its most recent quarter, revenue rose about 26% year over year, net new annual recurring revenue (ARR, the yearly value of subscription commitments) hit a record, and the Falcon Flex licensing model surpassed $2 billion in ARR. Management has raised its full-year ARR outlook multiple times, citing AI-driven demand. A four-for-one stock split and an expanded Nvidia partnership reinforced the narrative. Counterweights include an elevated valuation near 40 times forward revenue and notable insider share sales, which have tempered enthusiasm in recent sessions.
PANW Overview and Recent Performance
Palo Alto Networks (PANW) is a diversified cybersecurity platform spanning network security, cloud, identity, and AI-driven security operations. Its most recent fiscal results showed revenue up about 34% year over year, with remaining performance obligations (RPO, contracted revenue not yet recognized) climbing above $21 billion and next-generation security ARR reaching roughly $9.1 billion, up 63%. The company has expanded aggressively through acquisitions, including identity specialist CyberArk (now Idira) and observability provider Chronosphere. Despite beating estimates and issuing strong forward guidance, shares pulled back after earnings and have traded choppily in recent weeks, including a multi-session losing streak. Broader software-sector weakness, high expectations, and a guided slowdown in next-generation security ARR growth have weighed on sentiment even as the underlying business continues to scale profitably.
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Head-to-Head Comparison
The clearest contrast is scale versus growth quality. PANW generates roughly double the revenue of CRWD, reports positive operating income, and converts a higher share of sales into free cash flow, with a diversified portfolio spanning hardware, software, and services. CRWD, by contrast, remains near breakeven on a generally accepted accounting principles (GAAP) basis, leaning on a single cloud platform but expanding faster and accelerating. Growth drivers also differ: CRWD is riding endpoint and AI-agent security adoption, while PANW depends on cross-selling and acquisition integration. On risk, CRWD faces concentration and extreme valuation, whereas PANW faces integration and margin-mix pressures. Sentiment currently favors CRWD's momentum, though both remain exposed to sector-wide multiple compression.
Tickeron AI Verdict
Based on observable factors such as trend consistency, catalysts, and relative positioning, Tickeron's AI would likely favor CRWD over PANW in the current environment. CRWD has demonstrated more consistent upward momentum, with accelerating revenue and record ARR additions supporting the trend, whereas PANW has shown greater near-term instability despite stronger profitability. The verdict is probabilistic rather than definitive: PANW's scale, profitability, and cash generation argue for stability, but CRWD's superior growth trajectory and trend consistency give it the edge on a momentum-weighted basis. Elevated valuation and insider selling remain the principal caveats to the CRWD view.
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 PANW 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).
PANW's RSI Oscillator sits in oversold zone for 1 day
It is expected that a price bounce should occur soon.
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 +5.56% 3-day Advance, the price is estimated to grow further. Considering data from situations where PANW advanced for three days, in 276 of 356 cases, the price rose further within the following month. The odds of a continued upward trend are 78%.
PANW 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 202 of 270 cases where PANW 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 05, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on PANW as a result. In 56 of 79 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 71%.
The Moving Average Convergence Divergence Histogram (MACD) for PANW 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 45 similar instances when the indicator turned negative. In 30 of the 45 cases the stock turned lower in the days that followed. This puts the odds of success at 67%.
PANW moved below its 50-day moving average on October 30, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for PANW crossed bearishly below the 50-day moving average on October 22, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 11 of 16 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 69%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where PANW 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 68%.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 2 (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 15 (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 49 (best 1 - 100 worst), indicating steady price growth. PANW’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 (9.338) is normal, around the industry mean (16.360). PANW has a moderately high P/E Ratio (765.463) as compared to the industry average of (53.310). Projected Growth (PEG Ratio) (2.002) 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 (25.000) is also within normal values, averaging (104.492).
CRWD | PANW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 100 Overvalued | |
PROFIT vs RISK RATING 1..100 | 11 | 15 | |
SMR RATING 1..100 | 89 | 89 | |
PRICE GROWTH RATING 1..100 | 41 | 49 | |
P/E GROWTH RATING 1..100 | 4 | 2 | |
SEASONALITY SCORE 1..100 | n/a | 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.
CRWD's Valuation (100) in the null industry is in the same range as PANW (100) in the Computer Communications industry. This means that CRWD’s stock grew similarly to PANW’s over the last 12 months.
CRWD's Profit vs Risk Rating (11) in the null industry is in the same range as PANW (15) in the Computer Communications industry. This means that CRWD’s stock grew similarly to PANW’s over the last 12 months.
CRWD's SMR Rating (89) in the null industry is in the same range as PANW (89) in the Computer Communications industry. This means that CRWD’s stock grew similarly to PANW’s over the last 12 months.
CRWD's Price Growth Rating (41) in the null industry is in the same range as PANW (49) in the Computer Communications industry. This means that CRWD’s stock grew similarly to PANW’s over the last 12 months.
PANW's P/E Growth Rating (2) in the Computer Communications industry is in the same range as CRWD (4) in the null industry. This means that PANW’s stock grew similarly to CRWD’s over the last 12 months.
| CRWD | PANW | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 85% | 4 days ago 90% |
| Stochastic ODDS (%) | 4 days ago 83% | 4 days ago 77% |
| Momentum ODDS (%) | 4 days ago 63% | 4 days ago 71% |
| MACD ODDS (%) | 4 days ago 69% | 4 days ago 67% |
| TrendWeek ODDS (%) | 4 days ago 72% | 4 days ago 66% |
| TrendMonth ODDS (%) | 4 days ago 77% | 4 days ago 61% |
| Advances ODDS (%) | 14 days ago 82% | 14 days ago 78% |
| Declines ODDS (%) | 4 days ago 72% | 4 days ago 68% |
| BollingerBands ODDS (%) | 4 days ago 86% | 4 days ago 82% |
| 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 PANW’s FA Score has 2 green FA rating(s).
- CRWD’s FA Score: 2 green, 3 red.
- PANW’s FA Score: 2 green, 3 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 PANW’s TA Score has 5 bullish TA indicator(s).
- CRWD’s TA Score: 5 bullish, 4 bearish.
- PANW’s TA Score: 5 bullish, 5 bearish.
Price Growth
CRWD (@Computer Communications) experienced а -13.39% price change this week, while PANW (@Computer Communications) price change was -14.22% 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.
PANW is expected to report earnings on Nov 18, 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% | ||
More | ||||
PANW and
Correlation & Price change
A.I.dvisor indicates that over the last year, PANW has been closely correlated with CRWD. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if PANW jumps, then CRWD could also see price increases.
| Ticker / NAME | Correlation To PANW | 1D Price Change % | ||
|---|---|---|---|---|
| PANW | 100% | -0.26% | ||
| CRWD - PANW | 85% Closely correlated | -0.14% | ||
| FTNT - PANW | 72% Closely correlated | -3.00% | ||
| OKTA - PANW | 72% Closely correlated | -1.44% | ||
| RBRK - PANW | 66% Loosely correlated | +0.01% | ||
| S - PANW | 65% Loosely correlated | +1.63% | ||
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