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CRWD vs TENB
Which Stock Would AI Choose? CrowdStrike Holdings (CRWD) vs. Tenable Holdings (TENB) Stock Comparison
Key Takeaways
- CRWD has delivered significantly stronger year-to-date and one-year returns compared to TENB, driven by robust revenue growth and record annual recurring revenue additions.
- Both companies operate in the cybersecurity sector, with CRWD emphasizing endpoint protection and AI-driven detection while TENB focuses on exposure management and vulnerability assessment.
- Recent market activity shows a cybersecurity sector rally tied to AI-related threat concerns, benefiting CRWD more prominently through product launches and analyst upgrades.
- CRWD reports higher revenue growth rates (around 26% year-over-year in its latest quarter) versus TENB’s more moderate expansion (approximately 9%).
- Valuation multiples remain elevated for CRWD relative to its growth trajectory, while TENB trades at a comparatively lower market capitalization with ongoing capital structure adjustments.
- Relative performance highlights trade-offs in scale, momentum, and risk exposure within the broader information technology sector.
Introduction
CrowdStrike Holdings (CRWD) and Tenable Holdings (TENB) represent two established players in the cybersecurity industry, offering investors exposure to enterprise security solutions amid evolving digital threats. This comparison examines their business models, recent financial metrics, stock price behavior, and market positioning to assist traders and investors evaluating relative opportunities. The analysis draws on verifiable developments from recent weeks and broader quarterly trends, providing a factual basis for assessing performance differences without forward-looking projections.
CRWD Overview and Recent Performance
CrowdStrike Holdings delivers cloud-native cybersecurity solutions focused on endpoints, cloud workloads, identities, and data protection through its Falcon platform. In recent market activity, the stock has shown strong upward momentum, with year-to-date gains exceeding 100% amid sector interest in AI-enhanced security tools. The company reported fiscal second-quarter 2027 revenue of $1.47 billion, reflecting 26% year-over-year growth, alongside a record $333 million in net new annual recurring revenue (ARR), up 51% from the prior year. Product developments, including capabilities for securing AI agents, contributed to positive sentiment, while analyst price target increases aligned with observed trend strength. Market capitalization stands near $242 billion, underscoring its scale within the sector.
TENB Overview and Recent Performance
Tenable Holdings specializes in exposure management, vulnerability assessment, and related cybersecurity platforms, serving a broad customer base including many Fortune 500 organizations. Recent market activity has featured price volatility, with the stock trading around $35 amid fluctuations influenced by earnings results and capital market moves. Second-quarter 2026 revenue reached $268.5 million, up 8.6% year-over-year, supported by adoption of its Tenable One platform. The company completed an upsized convertible senior notes offering and share repurchases, enhancing financial flexibility. Market capitalization approximates $3.9 billion, positioning it as a smaller player relative to larger peers, with year-to-date returns around 50% in available data.
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Head-to-Head Comparison
Business models differ markedly: CRWD centers on comprehensive endpoint and extended detection and response (XDR) capabilities with heavy AI integration, whereas TENB prioritizes vulnerability scanning and exposure management across diverse assets. Growth drivers favor CRWD through accelerated ARR expansion and AI product momentum, contrasting with TENB’s steadier but lower-single-digit revenue increases. Recent momentum shows CRWD benefiting more from sector-wide AI threat discussions, while TENB has pursued balance-sheet optimization via notes issuances. Risk factors include elevated valuations for CRWD and execution dependencies on platform adoption for TENB. Sector exposure remains aligned in cybersecurity, though CRWD commands greater scale and analyst attention in current sentiment readings.
Tickeron AI Verdict
Based on observable factors such as trend consistency in revenue and ARR metrics, stability in recent quarterly beats, and positioning within the AI cybersecurity theme, Tickeron’s AI models would currently assign a higher probabilistic preference to CRWD over TENB. This assessment reflects stronger relative momentum and catalyst alignment in available data, though outcomes remain subject to broader market variables and individual risk considerations.
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 TENB is a Hold.
CRWD | TENB | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 35 | 87 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 95 Overvalued | |
PROFIT vs RISK RATING 1..100 | 6 | 100 | |
SMR RATING 1..100 | 89 | 88 | |
PRICE GROWTH RATING 1..100 | 34 | 36 | |
P/E GROWTH RATING 1..100 | 7 | 31 | |
SEASONALITY SCORE 1..100 | 50 | 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.
TENB's Valuation (95) in the Packaged Software industry is in the same range as CRWD (100) in the null industry. This means that TENB’s stock grew similarly to CRWD’s over the last 12 months.
CRWD's Profit vs Risk Rating (6) in the null industry is significantly better than the same rating for TENB (100) in the Packaged Software industry. This means that CRWD’s stock grew significantly faster than TENB’s over the last 12 months.
TENB's SMR Rating (88) in the Packaged Software industry is in the same range as CRWD (89) in the null industry. This means that TENB’s stock grew similarly to CRWD’s over the last 12 months.
CRWD's Price Growth Rating (34) in the null industry is in the same range as TENB (36) in the Packaged Software industry. This means that CRWD’s stock grew similarly to TENB’s over the last 12 months.
CRWD's P/E Growth Rating (7) in the null industry is in the same range as TENB (31) in the Packaged Software industry. This means that CRWD’s stock grew similarly to TENB’s over the last 12 months.
| CRWD | TENB | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 77% | 2 days ago 75% |
| Stochastic ODDS (%) | 2 days ago 74% | 2 days ago 81% |
| Momentum ODDS (%) | 2 days ago 81% | 2 days ago 63% |
| MACD ODDS (%) | 2 days ago 88% | 2 days ago 72% |
| TrendWeek ODDS (%) | 2 days ago 82% | 2 days ago 75% |
| TrendMonth ODDS (%) | 2 days ago 85% | 2 days ago 67% |
| Advances ODDS (%) | 4 days ago 82% | 12 days ago 65% |
| Declines ODDS (%) | 2 days ago 72% | 2 days ago 74% |
| BollingerBands ODDS (%) | 5 days ago 89% | 2 days ago 67% |
| Aroon ODDS (%) | 2 days ago 83% | 2 days ago 71% |
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 TENB’s FA Score has 1 green FA rating(s).
- CRWD’s FA Score: 2 green, 3 red.
- TENB’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 6 TA indicator(s) are bullish while TENB’s TA Score has 5 bullish TA indicator(s).
- CRWD’s TA Score: 6 bullish, 3 bearish.
- TENB’s TA Score: 5 bullish, 5 bearish.
Price Growth
CRWD (@Computer Communications) experienced а +6.09% price change this week, while TENB (@Computer Communications) price change was -5.48% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was +0.26%. For the same industry, the average monthly price growth was -3.59%, and the average quarterly price growth was +26.61%.
Reported Earning Dates
CRWD is expected to report earnings on Dec 01, 2026.
TENB is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Computer Communications (+0.26% 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 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% | -2.90% | ||
| PANW - CRWD | 85% Closely correlated | -3.89% | ||
| OKTA - CRWD | 77% Closely correlated | -5.54% | ||
| FTNT - CRWD | 74% Closely correlated | -2.92% | ||
| RBRK - CRWD | 71% Closely correlated | -3.73% | ||
| TENB - CRWD | 71% Closely correlated | -6.66% | ||
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