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CRWD vs ZS
Which Stock Would AI Choose? CrowdStrike (CRWD) vs. Zscaler (ZS) Stock Comparison
Key Takeaways
- CrowdStrike (CRWD) has shown strong upward momentum in recent market activity, reaching new 52-week highs amid AI-driven demand for its cybersecurity platform.
- Zscaler (ZS) delivered better-than-expected fiscal third-quarter results but issued cautious guidance, leading to a sharp stock decline of over 30% in late May 2026.
- Both companies operate in the cybersecurity sector, with CrowdStrike emphasizing endpoint detection and response while Zscaler focuses on zero-trust network and cloud security solutions.
- Recent performance contrasts highlight differing market reactions to earnings and forward-looking statements, influencing relative sentiment.
- Valuation and growth metrics position the two stocks differently within the broader technology and security landscape.
- Market positioning reflects ongoing enterprise demand for advanced threat protection amid evolving digital risks.
Introduction
CrowdStrike (CRWD) and Zscaler (ZS) represent prominent players in the cybersecurity industry, each addressing distinct aspects of enterprise security needs. This comparison examines their recent stock performance, business models, and market dynamics to assist investors and traders evaluating relative opportunities in the technology sector. Professionals monitoring cybersecurity trends, growth stocks, or sector rotation strategies may find the analysis relevant for portfolio positioning. The review draws on verifiable developments to illustrate how external factors and company-specific catalysts have shaped their trajectories in recent weeks.
CRWD Overview and Recent Performance
CrowdStrike Holdings, Inc. provides cloud-delivered endpoint protection, threat intelligence, and incident response through its Falcon platform. In recent market activity, the stock demonstrated notable strength, climbing to a 52-week high near $731 amid positive investor sentiment ahead of upcoming earnings. Broader gains over recent weeks reflect sustained demand for AI-enhanced security solutions, with revenue growth remaining robust. Factors such as expanding subscription-based annual recurring revenue and platform adoption have supported performance, contributing to improved market positioning relative to broader indices.
ZS Overview and Recent Performance
Zscaler, Inc. delivers cloud-native security solutions centered on zero-trust architecture for network, application, and data protection. Recent market activity showed volatility following fiscal third-quarter results that exceeded revenue and earnings estimates, with sales rising approximately 25% year-over-year. However, cautious forward guidance and operational adjustments triggered a significant share price decline exceeding 30% in late May. Over a longer horizon, the stock has experienced pressure, reflecting competitive dynamics and shifting investor expectations around growth sustainability.
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Head-to-Head Comparison
CrowdStrike (CRWD) and Zscaler (ZS) differ in core business focus: the former centers on endpoint detection and response with broad platform modules, while the latter emphasizes secure access service edge and zero-trust network access. Growth drivers for CrowdStrike include AI integration and expanding enterprise deployments, whereas Zscaler benefits from cloud migration trends but faces nearer-term execution challenges. Recent momentum favored CrowdStrike with consistent gains and new highs, contrasting Zscaler’s sharp pullback after earnings. Risk factors include premium valuations for both, with sector exposure tied to cybersecurity spending cycles and competitive pressures from larger technology providers. Market sentiment has diverged, with CrowdStrike reflecting stronger near-term stability and Zscaler highlighting sensitivity to guidance.
Tickeron AI Verdict
Based on observable factors including trend consistency, relative stability in recent market activity, and positioning ahead of catalysts, Tickeron’s AI models would currently assign a higher probabilistic preference to CrowdStrike (CRWD) over Zscaler (ZS). Stronger upward price behavior and sustained demand signals provide a more favorable profile in the current environment, though outcomes remain subject to broader market conditions and future data.
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 3 TA indicator(s) are bullish while ZS’s TA Score has 4 bullish TA indicator(s).
- CRWD’s TA Score: 3 bullish, 6 bearish.
- ZS’s TA Score: 4 bullish, 6 bearish.
Price Growth
CRWD (@Computer Communications) experienced а -15.77% price change this week, while ZS (@Computer Communications) price change was -16.99% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -11.45%. For the same industry, the average monthly price growth was +1.30%, and the average quarterly price growth was +16.95%.
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 (-11.45% 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 | 168B | 20.9B | 804% |
| EBITDA | 329M | 144M | 228% |
| Gain YTD | 40.539 | -42.535 | -95% |
| P/E Ratio | 765.02 | N/A | - |
| Revenue | 5.09B | 3.17B | 160% |
| Total Cash | 4.55B | 3.54B | 129% |
| Total Debt | 821M | 1.86B | 44% |
CRWD | ZS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 87 | 85 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 51 Fair valued | |
PROFIT vs RISK RATING 1..100 | 19 | 100 | |
SMR RATING 1..100 | 92 | 93 | |
PRICE GROWTH RATING 1..100 | 37 | 82 | |
P/E GROWTH RATING 1..100 | 65 | 100 | |
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.
ZS's Valuation (51) 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 (19) 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 (37) in the null industry is somewhat better than the same rating for ZS (82) in the Packaged Software industry. This means that CRWD’s stock grew somewhat faster than ZS’s over the last 12 months.
CRWD's P/E Growth Rating (65) 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% | 1 day ago 66% |
| Stochastic ODDS (%) | 1 day ago 70% | 1 day ago 79% |
| Momentum ODDS (%) | 1 day ago 66% | 1 day ago 74% |
| MACD ODDS (%) | 1 day ago 64% | 1 day ago 76% |
| TrendWeek ODDS (%) | 1 day ago 74% | 1 day ago 78% |
| TrendMonth ODDS (%) | 1 day ago 82% | 1 day ago 80% |
| Advances ODDS (%) | 9 days ago 81% | 9 days ago 76% |
| Declines ODDS (%) | 1 day ago 72% | 1 day ago 79% |
| BollingerBands ODDS (%) | 1 day ago 73% | 1 day ago 73% |
| Aroon ODDS (%) | 1 day ago 82% | 1 day ago 76% |
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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 75% 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% | -1.82% | ||
| PANW - CRWD | 75% Closely correlated | -2.10% | ||
| NOW - CRWD | 68% Closely correlated | +1.55% | ||
| OKTA - CRWD | 66% Loosely correlated | -1.58% | ||
| ZS - CRWD | 65% Loosely correlated | -1.17% | ||
| HUBS - CRWD | 64% Loosely correlated | -2.13% | ||
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