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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 than ZS, with gains exceeding 100% compared to declines for ZS.
- Both companies operate in the cybersecurity sector, with CRWD focused on endpoint protection and threat intelligence while ZS emphasizes cloud-based Zero Trust architecture.
- Recent quarterly results showed CRWD achieving record net new annual recurring revenue (ARR) growth of 51%, outpacing ZS’s steadier but slower ARR expansion of approximately 25%.
- CRWD trades at a premium valuation reflecting its growth trajectory, whereas ZS offers a comparatively lower forward price-to-sales multiple.
- AI-related demand has supported sentiment for both stocks, though CRWD has captured more immediate market momentum in recent weeks.
- Relative performance highlights trade-offs between CRWD’s scale and momentum versus ZS’s potential for recovery in a stabilizing environment.
Introduction
Cybersecurity remains a critical focus for enterprises amid evolving threats, particularly those amplified by artificial intelligence. CRWD and ZS represent two prominent players in this space, each with distinct approaches to protecting digital environments. This comparison examines their recent market positioning, financial metrics, and performance trends to assist investors and traders evaluating relative opportunities in the sector. Market participants seeking exposure to cybersecurity growth, momentum shifts, or valuation contrasts may find the analysis relevant for portfolio construction or tactical decisions.
CRWD Overview and Recent Performance
CRWD, or CrowdStrike Holdings, Inc., provides cloud-native endpoint security, threat intelligence, and incident response services. In recent market activity, the stock has maintained a strong upward trajectory, supported by robust demand for its Falcon platform and AI-enhanced capabilities. The company reported fiscal second-quarter results in late August with revenue reaching $1.47 billion, representing 26% year-over-year growth, alongside record net new ARR of $333 million, up 51%. Year-to-date returns have exceeded 100%, significantly outpacing broader market indices. Analyst price targets have been raised in recent weeks, reflecting confidence in the company’s execution amid expanding AI-driven cybersecurity needs. Sentiment has benefited from leadership in threat intelligence and customer adoption of bundled subscription models.
ZS Overview and Recent Performance
ZS, or Zscaler, Inc., delivers cloud security through its Zero Trust Exchange platform, securing users, workloads, and data. Recent performance has been more measured, with shares trading lower on a year-to-date and trailing twelve-month basis despite solid operational results. Fiscal fourth-quarter earnings released in early September showed revenue of $898 million, up 25% year over year, and ARR reaching $3.77 billion, also advancing 25%. Guidance for fiscal 2027 points to revenue growth in the 16.6% to 17.5% range. The company continues to expand its agentic security offerings and Z-Flex flexible contracting, which have contributed to customer commitments. Market reaction has reflected tempered growth expectations relative to peers, with valuation multiples remaining more moderate than those of faster-growing cybersecurity names.
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Head-to-Head Comparison
CRWD and ZS both address enterprise cybersecurity but differ in core focus: CRWD emphasizes endpoint detection and response with broad platform consolidation, while ZS prioritizes network and cloud security via Zero Trust principles. Growth drivers for CRWD include rapid ARR acceleration and AI agent security features, contributing to stronger recent momentum. ZS benefits from expanding customer bases and flexible offerings but has shown slower near-term growth relative to expectations. Risk factors for CRWD center on elevated valuation multiples, whereas ZS faces challenges from prior stock underperformance and moderating guidance. Sector exposure overlaps in cybersecurity, yet CRWD has captured more pronounced sentiment shifts tied to AI threats in recent weeks.
Tickeron AI Verdict
Based on observable factors such as trend consistency, recent ARR momentum, and relative market positioning, Tickeron’s AI would currently assign a higher probabilistic preference to CRWD over ZS. The stronger year-to-date performance, record quarterly ARR growth, and sustained analyst support provide a more consistent upward trajectory in the current environment. ZS presents a contrasting profile with steadier but less accelerated metrics and lower valuation, which could support outperformance under different conditions. This assessment reflects data-driven probabilities rather than certainty.
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.
CRWD | ZS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 35 | 32 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 61 Fair valued | |
PROFIT vs RISK RATING 1..100 | 5 | 100 | |
SMR RATING 1..100 | 89 | 91 | |
PRICE GROWTH RATING 1..100 | 34 | 38 | |
P/E GROWTH RATING 1..100 | 7 | 100 | |
SEASONALITY SCORE 1..100 | n/a | 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.
ZS's Valuation (61) 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 (5) 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 (91) 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 (34) in the null industry is in the same range as ZS (38) 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 (7) 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 (%) | 2 days ago 75% | 2 days ago 81% |
| Stochastic ODDS (%) | 2 days ago 75% | 2 days ago 84% |
| Momentum ODDS (%) | 2 days ago 80% | 2 days ago 84% |
| MACD ODDS (%) | 2 days ago 85% | 2 days ago 87% |
| TrendWeek ODDS (%) | 2 days ago 82% | 2 days ago 79% |
| TrendMonth ODDS (%) | 2 days ago 85% | 2 days ago 80% |
| Advances ODDS (%) | 7 days ago 82% | 6 days ago 76% |
| Declines ODDS (%) | 5 days ago 72% | 22 days ago 81% |
| BollingerBands ODDS (%) | N/A | N/A |
| Aroon ODDS (%) | 2 days ago 83% | 2 days ago 63% |
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 ZS’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 5 TA indicator(s) are bullish while ZS’s TA Score has 5 bullish TA indicator(s).
- CRWD’s TA Score: 5 bullish, 3 bearish.
- ZS’s TA Score: 5 bullish, 3 bearish.
Price Growth
CRWD (@Computer Communications) experienced а +3.97% price change this week, while ZS (@Computer Communications) price change was -3.74% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.68%. For the same industry, the average monthly price growth was -4.31%, and the average quarterly price growth was +22.87%.
Reported Earning Dates
CRWD is expected to report earnings on Dec 01, 2026.
ZS is expected to report earnings on Dec 01, 2026.
Industries' Descriptions
@Computer Communications (-1.68% 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% | +2.82% | ||
| PANW - CRWD | 85% Closely correlated | +4.63% | ||
| OKTA - CRWD | 77% Closely correlated | +3.58% | ||
| FTNT - CRWD | 74% Closely correlated | +1.65% | ||
| RBRK - CRWD | 71% Closely correlated | +3.23% | ||
| TENB - CRWD | 71% Closely correlated | +2.93% | ||
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ZS and
Correlation & Price change
A.I.dvisor indicates that over the last year, ZS has been closely correlated with CRWD. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if ZS jumps, then CRWD could also see price increases.