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CRWD vs ZS
Which Stock Would AI Choose? CrowdStrike (CRWD) vs. Zscaler (ZS) Stock Comparison
Key Takeaways
- CRWD has delivered substantially stronger year-to-date performance in 2026 compared with ZS, with gains exceeding 60 percent versus a decline of more than 30 percent for ZS.
- Both companies operate in the cybersecurity sector, with CRWD focused on endpoint protection and extended detection and response while ZS emphasizes zero-trust cloud security and secure access service edge.
- CRWD reported solid revenue growth and annual recurring revenue (ARR) expansion in its most recent quarter, supporting continued momentum.
- ZS posted 25 percent revenue growth in its fiscal third quarter but experienced a sharp stock decline following cautious forward guidance before a partial recovery in early July.
- Market sentiment has favored CRWD amid broader technology sector strength, while ZS has faced greater pressure from valuation concerns and guidance.
- Relative positioning shows CRWD with more consistent trend stability in recent market activity.
Introduction
CrowdStrike Holdings, Inc. (CRWD) and Zscaler, Inc. (ZS) are leading providers of cloud-based cybersecurity solutions, making them natural comparables for investors seeking exposure to the sector. This analysis examines their recent stock performance, business models, and market positioning to assist traders and long-term investors evaluating relative opportunities. The comparison is particularly relevant for those focused on growth-oriented technology names within cybersecurity, where differences in execution, guidance reception, and momentum can significantly influence portfolio decisions amid evolving market conditions.
CRWD Overview and Recent Performance
CrowdStrike provides endpoint security, threat intelligence, and extended detection and response through its Falcon platform. In recent market activity, the stock has shown notable strength, posting year-to-date gains of approximately 60 percent or more in 2026. This performance reflects sustained demand for its offerings and positive investor response to operational execution. A 4-for-1 stock split executed in early July contributed to improved accessibility. Broader technology sector tailwinds and consistent annual recurring revenue growth have supported sentiment, with the shares maintaining resilience relative to peers despite periodic market volatility.
ZS Overview and Recent Performance
Zscaler specializes in zero-trust network access and cloud security, delivering secure internet and application access via its cloud platform. Recent performance has been more mixed, with the stock down over 50 percent over the trailing twelve months and approximately 33 percent year-to-date through early July 2026. Strong third-quarter fiscal 2026 results, including 25 percent revenue growth, were overshadowed by cautious guidance, triggering a sharp decline of more than 30 percent. Subsequent market activity included a multi-day recovery streak exceeding 20 percent, highlighting ongoing volatility tied to growth expectations and margin dynamics.
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Head-to-Head Comparison
CRWD and ZS both target enterprise cybersecurity demand but differ in core focus: endpoint and detection versus cloud-native zero-trust access. Growth drivers for CRWD include platform adoption and recurring revenue expansion, while ZS benefits from cloud migration and secure access trends yet has encountered greater sensitivity to forward guidance. Recent momentum favors CRWD, which has outperformed amid sector rotation, whereas ZS has experienced sharper drawdowns followed by rebounds. Risk factors include valuation multiples for both, with CRWD trading at higher multiples supported by execution and ZS offering potentially lower entry points after its decline. Sector exposure remains similar, yet market sentiment has tilted toward greater stability for CRWD in recent weeks.
Tickeron AI Verdict
Based on observable factors including trend consistency, relative performance stability, and positioning amid sector catalysts, Tickeron’s AI would currently assign a higher probability of favorable near-term behavior to CRWD over ZS. The assessment reflects stronger year-to-date momentum and more resilient sentiment patterns for CRWD, while acknowledging that ZS retains potential for recovery given its recent rebound and valuation reset. Outcomes remain subject to broader market dynamics and company-specific developments.
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.
Both ZS and CRWD stand to benefit from increased demand in the cybersecurity and cloud computing space, due to major ransomware attacks that made headlines during the pandemic. CRWD and ZS have both emerged as major players, winning large contracts and making large acquisitions. CRWD is more focused on security and threat mitigation, recently launching Falcon+, which is a global network of trained experts monitoring all aspects of the web and dark web for suspicious signs of nefarious activity that might threaten their clientele. For a less zealous approach, CRWD offers AI-based threat protection for individuals and companies. ZS, as its name implies, is slightly more focused on providing analytics to aid clients of their cloud-based solutions whose companies are scaling up their network. As they grow into the cloud, the analytic tools are designed to not only protect companies from security threats but also to make informed decisions about the effects of changes, such as an increasingly remote workforce.
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 whileZS’s FA Score has 0 green FA rating(s).
- CRWD’s FA Score: 1 green, 4 red.
- ZS’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 4 TA indicator(s) are bullish while ZS’s TA Score has 4 bullish TA indicator(s).
- CRWD’s TA Score: 4 bullish, 3 bearish.
- ZS’s TA Score: 4 bullish, 5 bearish.
Price Growth
CRWD (@Computer Communications) experienced а +0.74% price change this week, while ZS (@Computer Communications) price change was +2.08% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -2.31%. For the same industry, the average monthly price growth was +3.83%, and the average quarterly price growth was +7.36%.
Reported Earning Dates
CRWD is expected to report earnings on Sep 02, 2026.
ZS is expected to report earnings on Sep 08, 2026.
Industries' Descriptions
@Computer Communications (-2.31% 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 | ZS | CRWD / ZS | |
| Capitalization | 198B | 23.2B | 853% |
| EBITDA | 329M | 144M | 228% |
| Gain YTD | 66.072 | -33.532 | -197% |
| P/E Ratio | 765.02 | N/A | - |
| Revenue | 5.09B | 3.17B | 160% |
| Total Cash | 2.13B | 3.54B | 60% |
| Total Debt | 821M | 1.86B | 44% |
CRWD | ZS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 24 | 29 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 52 Fair valued | |
PROFIT vs RISK RATING 1..100 | 13 | 100 | |
SMR RATING 1..100 | 92 | 93 | |
PRICE GROWTH RATING 1..100 | 36 | 59 | |
P/E GROWTH RATING 1..100 | 66 | 100 | |
SEASONALITY SCORE 1..100 | 85 | 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.
ZS's Valuation (52) in the Packaged Software industry is somewhat better than the same rating for CRWD (100) in the null industry. This means that ZS’s stock grew somewhat faster than CRWD’s over the last 12 months.
CRWD's Profit vs Risk Rating (13) in the null industry is significantly better than the same rating for ZS (100) in the Packaged Software industry. This means that CRWD’s stock grew significantly faster than ZS’s over the last 12 months.
CRWD's SMR Rating (92) in the null industry is in the same range as ZS (93) in the Packaged Software industry. This means that CRWD’s stock grew similarly to ZS’s over the last 12 months.
CRWD's Price Growth Rating (36) in the null industry is in the same range as ZS (59) in the Packaged Software industry. This means that CRWD’s stock grew similarly to ZS’s over the last 12 months.
CRWD's P/E Growth Rating (66) in the null industry is somewhat better than the same rating for ZS (100) in the Packaged Software industry. This means that CRWD’s stock grew somewhat faster than ZS’s over the last 12 months.
| CRWD | ZS | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 74% | N/A |
| Stochastic ODDS (%) | 1 day ago 66% | 1 day ago 76% |
| Momentum ODDS (%) | 1 day ago 79% | 1 day ago 77% |
| MACD ODDS (%) | 1 day ago 85% | 1 day ago 75% |
| TrendWeek ODDS (%) | 1 day ago 81% | 1 day ago 77% |
| TrendMonth ODDS (%) | 1 day ago 83% | 1 day ago 79% |
| Advances ODDS (%) | 8 days ago 81% | 8 days ago 76% |
| Declines ODDS (%) | N/A | 23 days ago 79% |
| BollingerBands ODDS (%) | 1 day ago 71% | 1 day ago 79% |
| Aroon ODDS (%) | 1 day ago 75% | 1 day ago 83% |
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ZS and
Correlation & Price change
A.I.dvisor indicates that over the last year, ZS has been closely correlated with COIN. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if ZS jumps, then COIN could also see price increases.