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CRWD vs ZS
Which Stock Would AI Choose? CrowdStrike (CRWD) vs. Zscaler (ZS) Stock Comparison
Key Takeaways
- CRWD reported record fiscal second-quarter results in late August 2026, with revenue rising 26% year over year to $1.47 billion and new annual recurring revenue (ARR) hitting a record $332.8 million, driving a roughly 20% stock surge.
- ZS has shown recent price recovery amid broader cybersecurity sector momentum, though year-to-date performance trails CRWD significantly.
- Both companies operate in the cybersecurity sector, with CRWD emphasizing endpoint protection and ZS focusing on cloud-native Zero Trust architecture.
- AI-related threats and adoption have emerged as key growth catalysts for both firms in recent market activity.
- CRWD carries a substantially larger market capitalization and higher valuation multiples compared to ZS.
- Recent analyst commentary highlights stronger near-term momentum for CRWD following its earnings beat and guidance raise.
Introduction
CrowdStrike and Zscaler represent two prominent players in the cybersecurity industry, each addressing distinct aspects of enterprise security needs amid rising digital threats. This comparison examines their recent stock performance, business models, and market positioning to assist traders and investors evaluating relative opportunities in the sector. Professionals monitoring cybersecurity exposure, growth-oriented technology allocations, or sector rotation strategies may find the analysis relevant for assessing how these names have responded to evolving AI-driven dynamics and broader market conditions over recent weeks.
CRWD Overview and Recent Performance
CrowdStrike Holdings provides cloud-native endpoint protection and cybersecurity solutions through its Falcon platform. In recent market activity, the company delivered its strongest quarterly results to date for the period ended July 31, 2026, reporting revenue of $1.47 billion, up 26% year over year, alongside adjusted earnings per share of $0.31. New ARR reached a record $332.8 million, contributing to total ARR of $5.84 billion. Management raised fiscal 2027 guidance, citing AI-related demand and flexible licensing through Falcon Flex. The stock experienced a sharp advance of approximately 20% following the earnings release before moderating, reflecting positive sentiment around growth reacceleration and AI tailwinds in recent weeks.
ZS Overview and Recent Performance
Zscaler offers a cloud-native Zero Trust security platform focused on secure access to applications and data. In recent market activity, the company has benefited from sector-wide strength following peer earnings, with shares advancing notably in late August 2026. Earlier fiscal results highlighted steady revenue growth around 25% year over year, supported by expansions in AI Protect and data security offerings. Analyst price target adjustments have contributed to recovery momentum, though year-to-date returns remain negative relative to broader market indices. Performance in recent weeks has aligned with increased focus on cloud security amid AI adoption trends.
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Head-to-Head Comparison
CrowdStrike and Zscaler both target enterprise cybersecurity but differ in core focus: CRWD centers on endpoint detection and response with broad platform modules, while ZS emphasizes cloud-delivered Zero Trust networking. Growth drivers for CRWD include AI-enhanced threat detection and record ARR additions, whereas ZS highlights expansions in AI security products and channel partnerships. Recent momentum favors CRWD following its outsized earnings reaction and guidance lift, compared with ZS’s more measured recovery. Risk factors include elevated valuations for CRWD (market capitalization near $222 billion) versus ZS (near $30 billion), with both exposed to sector competition and execution on AI initiatives. Market sentiment has turned more constructive for the group amid AI catalyst discussions, though CRWD has exhibited stronger near-term price consistency.
Tickeron AI Verdict
Based on observable factors including stronger recent trend consistency, earnings-driven catalysts, and relative market positioning, Tickeron’s AI models would currently assign a higher probabilistic preference to CRWD over ZS for short-term momentum considerations. ZS presents potential in recovery scenarios supported by analyst upgrades and sector breadth. Outcomes remain subject to ongoing market conditions 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 2 FA rating(s) are green whileZS’s FA Score has 0 green FA rating(s).
- CRWD’s FA Score: 2 green, 3 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 6 TA indicator(s) are bullish while ZS’s TA Score has 2 bullish TA indicator(s).
- CRWD’s TA Score: 6 bullish, 3 bearish.
- ZS’s TA Score: 2 bullish, 6 bearish.
Price Growth
CRWD (@Computer Communications) experienced а -2.43% price change this week, while ZS (@Computer Communications) price change was -7.83% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.84%. For the same industry, the average monthly price growth was -1.07%, and the average quarterly price growth was +15.21%.
Reported Earning Dates
CRWD is expected to report earnings on Dec 01, 2026.
ZS is expected to report earnings on Sep 08, 2026.
Industries' Descriptions
@Computer Communications (-1.84% 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 | 218B | 27.7B | 787% |
| EBITDA | 423M | 179M | 236% |
| Gain YTD | 81.841 | -24.506 | -334% |
| P/E Ratio | 5682.67 | N/A | - |
| Revenue | 5.4B | 3.35B | 161% |
| Total Cash | 5.01B | 3.47B | 144% |
| Total Debt | 820M | 1.86B | 44% |
CRWD | ZS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 57 Fair valued | |
PROFIT vs RISK RATING 1..100 | 11 | 100 | |
SMR RATING 1..100 | 89 | 92 | |
PRICE GROWTH RATING 1..100 | 36 | 49 | |
P/E GROWTH RATING 1..100 | 11 | 100 | |
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.
ZS's Valuation (57) 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 (11) 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 (89) in the null industry is in the same range as ZS (92) 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 (49) 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 (11) 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 | ZS | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 66% | 4 days ago 74% |
| Stochastic ODDS (%) | 4 days ago 66% | 4 days ago 82% |
| Momentum ODDS (%) | 4 days ago 78% | 4 days ago 78% |
| MACD ODDS (%) | 4 days ago 79% | 4 days ago 82% |
| TrendWeek ODDS (%) | 4 days ago 72% | 4 days ago 79% |
| TrendMonth ODDS (%) | 4 days ago 85% | 4 days ago 79% |
| Advances ODDS (%) | 12 days ago 82% | 12 days ago 75% |
| Declines ODDS (%) | 6 days ago 73% | 6 days ago 81% |
| BollingerBands ODDS (%) | 4 days ago 76% | 4 days ago 68% |
| Aroon ODDS (%) | 4 days ago 83% | 4 days ago 73% |
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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 82% 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% | -0.87% | ||
| PANW - CRWD | 82% Closely correlated | +0.40% | ||
| OKTA - CRWD | 75% Closely correlated | +0.11% | ||
| FTNT - CRWD | 71% Closely correlated | -0.04% | ||
| TENB - CRWD | 68% Closely correlated | -0.70% | ||
| NOW - CRWD | 68% Closely correlated | -2.97% | ||
More | ||||
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.