Advertisement
CRWD vs S
Which Stock Would AI Choose? CrowdStrike Holdings (CRWD) vs. SentinelOne (S) Stock Comparison
Key Takeaways
- CRWD has delivered significantly stronger recent performance, with YTD gains exceeding 100% compared to approximately 50% for S, driven by robust net new annual recurring revenue (ARR) growth.
- Both companies operate in the AI-enhanced cybersecurity sector, with CRWD holding a larger market capitalization of around $244 billion versus S at approximately $8 billion.
- CRWD reported accelerating revenue growth of 26% in its latest quarter and raised full-year guidance, while S achieved 21% revenue growth and also lifted its outlook.
- Market sentiment favors CRWD with multiple analyst price target increases, whereas S has seen some mixed ratings amid broader sector volatility.
- Relative positioning highlights CRWD's scale and profitability trajectory against S's focus on autonomous AI features and potential for higher growth from a smaller base.
Introduction
CrowdStrike Holdings (CRWD) and SentinelOne (S) represent two prominent players in the cybersecurity industry, where artificial intelligence is increasingly shaping threat detection and response capabilities. This comparison examines their relative performance, business models, and recent market activity to assist traders and investors evaluating exposure to the sector. The analysis is particularly relevant for those focused on growth-oriented technology stocks, momentum strategies, or portfolio diversification within information security amid evolving AI-driven risks and opportunities.
CRWD Overview and Recent Performance
CrowdStrike Holdings provides cloud-based endpoint protection and extended detection and response (XDR) solutions through its Falcon platform. In recent market activity, the stock has shown strong upward momentum, posting YTD returns over 100% and one-year gains near 89%, with shares trading around $238 as of mid-September 2026. Recent quarters featured revenue growth of 26% to $1.47 billion and record net new ARR of $333 million, accelerating 51% year over year. Key influences include expanding adoption of bundled subscription models and new AI-focused offerings such as the Agentic Identity Provider, which have supported analyst optimism and multiple price target raises.
S Overview and Recent Performance
SentinelOne develops an autonomous cybersecurity platform emphasizing AI for prevention, detection, and response via its Singularity XDR solution. The stock has recorded solid but more moderate gains in recent market activity, with YTD returns around 50% and one-year performance near 24%, trading near $22.50 in mid-September 2026. Latest results showed revenue advancing 21% to $292 million alongside ARR growth of 22-23% to approximately $1.22 billion. Developments such as expanded AI services using OpenAI models have contributed to sentiment, though the shares have faced some rating adjustments amid sector-wide movements.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases a curated selection of high-performing AI trading bots from a library of hundreds that trade thousands of different tickers. Only the best and most suitable for current market conditions earn placement in this section, based on backtested and live performance metrics. Available bots span diverse trading styles, strategies, timeframes, and ticker sets, with many demonstrating win rates in the 60-80% range, profit factors above 1.5, and varying drawdown profiles depending on the specific robot. This resource provides traders with data-driven options tailored to different risk tolerances and market environments.
Head-to-Head Comparison
In business model terms, CRWD emphasizes a broad, multi-module platform with deep threat intelligence networks and a shift toward higher-margin subscription bundles, while S prioritizes on-device AI autonomy and rapid innovation in response capabilities. Growth drivers favor CRWD through larger enterprise scale and accelerating ARR momentum in recent weeks, contrasted with S’s emphasis on newer AI integrations from a smaller revenue base. Recent momentum has been stronger for CRWD, reflected in outsized price appreciation and analyst upgrades. Risk factors include valuation premiums for both, with CRWD carrying a higher market capitalization and S exhibiting greater volatility tied to its growth trajectory. Sector exposure remains aligned in cybersecurity, though sentiment has tilted more positively toward the larger player amid AI catalyst discussions.
Tickeron AI Verdict
Based on observable factors such as trend consistency, revenue acceleration, and relative market positioning in recent weeks, Tickeron’s AI would likely assign a higher probability of favorable near-term performance to CRWD over S. The larger company’s stronger momentum in net new ARR and analyst support provide a more stable profile compared to the smaller peer’s mixed rating environment, though outcomes remain subject to broader market conditions and execution risks.
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 Buy and S is a StrongBuy.
CRWD | S | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 36 | 34 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 62 Fair valued | |
PROFIT vs RISK RATING 1..100 | 4 | 100 | |
SMR RATING 1..100 | 89 | 96 | |
PRICE GROWTH RATING 1..100 | 34 | 36 | |
P/E GROWTH RATING 1..100 | 7 | 1 | |
SEASONALITY SCORE 1..100 | 50 | 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.
S's Valuation (62) in the Wireless Telecommunications industry is somewhat better than the same rating for CRWD (100) in the null industry. This means that S’s stock grew somewhat faster than CRWD’s over the last 12 months.
CRWD's Profit vs Risk Rating (4) in the null industry is significantly better than the same rating for S (100) in the Wireless Telecommunications industry. This means that CRWD’s stock grew significantly faster than S’s over the last 12 months.
CRWD's SMR Rating (89) in the null industry is in the same range as S (96) in the Wireless Telecommunications industry. This means that CRWD’s stock grew similarly to S’s over the last 12 months.
CRWD's Price Growth Rating (34) in the null industry is in the same range as S (36) in the Wireless Telecommunications industry. This means that CRWD’s stock grew similarly to S’s over the last 12 months.
S's P/E Growth Rating (1) in the Wireless Telecommunications industry is in the same range as CRWD (7) in the null industry. This means that S’s stock grew similarly to CRWD’s over the last 12 months.
| CRWD | S | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 66% | N/A |
| Stochastic ODDS (%) | 2 days ago 75% | 2 days ago 90% |
| Momentum ODDS (%) | 2 days ago 80% | 2 days ago 77% |
| MACD ODDS (%) | 2 days ago 85% | 2 days ago 80% |
| TrendWeek ODDS (%) | 2 days ago 82% | 2 days ago 76% |
| TrendMonth ODDS (%) | 2 days ago 85% | 2 days ago 77% |
| Advances ODDS (%) | 2 days ago 82% | 2 days ago 76% |
| Declines ODDS (%) | 8 days ago 72% | 8 days ago 78% |
| BollingerBands ODDS (%) | N/A | N/A |
| Aroon ODDS (%) | 2 days ago 83% | 2 days ago 88% |
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 S’s FA Score has 1 green FA rating(s).
- CRWD’s FA Score: 2 green, 3 red.
- S’s FA Score: 1 green, 4 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 S’s TA Score has 4 bullish TA indicator(s).
- CRWD’s TA Score: 5 bullish, 3 bearish.
- S’s TA Score: 4 bullish, 3 bearish.
Price Growth
CRWD (@Computer Communications) experienced а +2.47% price change this week, while S (@Computer Communications) price change was +2.88% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.83%. For the same industry, the average monthly price growth was -3.29%, and the average quarterly price growth was +20.99%.
Reported Earning Dates
CRWD is expected to report earnings on Dec 01, 2026.
S is expected to report earnings on Dec 08, 2026.
Industries' Descriptions
@Computer Communications (-1.83% 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.
Advertisement
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 85% 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% | +0.51% | ||
| PANW - CRWD | 85% Closely correlated | -0.27% | ||
| OKTA - CRWD | 77% Closely correlated | +1.68% | ||
| FTNT - CRWD | 74% Closely correlated | -0.02% | ||
| RBRK - CRWD | 71% Closely correlated | +0.81% | ||
| TENB - CRWD | 71% Closely correlated | -0.77% | ||
More | ||||
S and
Correlation & Price change
A.I.dvisor indicates that over the last year, S has been closely correlated with CRWD. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if S jumps, then CRWD could also see price increases.