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CRWD or OKTA or ZS
Which Stock Would AI Choose? CrowdStrike (CRWD) vs. Okta (OKTA) vs. Zscaler (ZS) Stock Comparison
Key Takeaways
- CRWD has delivered the strongest year-to-date performance among the three, with robust annual recurring revenue (ARR) growth and recent analyst upgrades supporting positive momentum.
- OKTA shows steady but more modest returns, benefiting from improving subscription metrics and upcoming earnings that could clarify growth trajectory.
- ZS has posted solid revenue expansion in its cloud security segment, though it faces higher valuation sensitivity amid sector volatility.
- All three companies operate in the cybersecurity sector, with differentiated focuses on endpoint protection, identity management, and zero-trust cloud access, respectively.
- Recent market activity highlights CRWD's relative outperformance, while OKTA and ZS offer more measured positioning for investors seeking balance.
- Market sentiment remains constructive across the group, driven by ongoing demand for advanced security solutions in enterprise environments.
Introduction
CrowdStrike (CRWD), Okta (OKTA), and Zscaler (ZS) represent leading players in the cybersecurity industry, each addressing distinct aspects of enterprise digital defense. This comparison examines their recent stock performance, business models, and market positioning to assist traders and investors evaluating relative opportunities within the sector. The analysis focuses on observable trends from recent market activity, providing a neutral framework for understanding how these stocks have responded to broader economic and industry developments. Professionals monitoring cybersecurity exposure and growth-oriented portfolios may find this overview particularly relevant for assessing competitive dynamics.
CRWD Overview and Recent Performance
CrowdStrike provides cloud-native endpoint protection and extended detection and response (XDR) solutions through its Falcon platform. In recent weeks, the stock has exhibited strong upward momentum, posting a year-to-date return of approximately 41.5% as of late May 2026. Recent fiscal third-quarter results highlighted record net new annual recurring revenue (ARR) of $265 million and ending ARR of $4.92 billion, reflecting 23% year-over-year growth. Factors influencing sentiment include accelerating demand for its consolidated security offerings and positive analyst commentary, which have supported relative outperformance versus broader market benchmarks during the period.
OKTA Overview and Recent Performance
Okta specializes in identity and access management solutions that enable secure user authentication across cloud and on-premises environments. The stock has shown measured gains in recent market activity, with a year-to-date return near 6.7% as of late May 2026 and a 24% advance over the trailing three months. Fourth-quarter and full-year fiscal 2026 results demonstrated revenue growth of 11-12%, alongside healthy remaining performance obligations (RPO) expansion. Sentiment has been shaped by ongoing platform enhancements and anticipation surrounding the upcoming first-quarter earnings release, contributing to a stable but less aggressive price trajectory compared with peers.
ZS Overview and Recent Performance
Zscaler delivers cloud-based zero-trust security solutions focused on secure access service edge (SASE) and data protection. In recent weeks, the shares have recorded a year-to-date return of about 18.9% as of late May 2026, supported by second-quarter revenue growth of 26% year-over-year. The company continues to emphasize its cloud security platform amid enterprise digital transformation trends. Performance has reflected both positive earnings momentum and broader sector valuation considerations, resulting in a balanced but volatile path relative to the group during the review period.
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Head-to-Head Comparison
The three companies differ markedly in their core offerings: CRWD emphasizes endpoint and extended detection capabilities, OKTA centers on identity governance, and ZS prioritizes cloud-native zero-trust access. Growth drivers include platform consolidation for CRWD, subscription expansion for OKTA, and cloud security adoption for ZS. Recent momentum favors CRWD on stronger ARR acceleration, while OKTA and ZS exhibit more tempered but steady trajectories. Risk factors encompass premium valuations across the group and sensitivity to shifts in enterprise spending. Sector exposure remains uniform within cybersecurity, yet relative positioning varies with CRWD demonstrating greater recent stability in trend consistency amid market fluctuations.
Tickeron AI Verdict
Based on observable factors such as trend consistency, recent ARR momentum, and relative positioning, Tickeron’s AI would currently assign a probabilistic preference to CRWD. Stronger year-to-date performance and accelerating growth metrics provide a differentiated profile compared with peers, though outcomes remain subject to evolving market conditions and earnings developments across all three names.
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.
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 whileOKTA’s FA Score has 0 green FA rating(s), and ZS’s FA Score reflects 0 green FA rating(s).
- CRWD’s FA Score: 1 green, 4 red.
- OKTA’s FA Score: 0 green, 5 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 OKTA’s TA Score has 4 bullish TA indicator(s), and ZS’s TA Score reflects 4 bullish TA indicator(s).
- CRWD’s TA Score: 4 bullish, 5 bearish.
- OKTA’s TA Score: 4 bullish, 5 bearish.
- ZS’s TA Score: 4 bullish, 6 bearish.
Price Growth
CRWD (@Computer Communications) experienced а +1.76% price change this week, while OKTA (@Computer Communications) price change was -2.05% , and ZS (@Computer Communications) price fluctuated -0.96% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.12%. For the same industry, the average monthly price growth was +2.86%, and the average quarterly price growth was +21.28%.
Reported Earning Dates
CRWD is expected to report earnings on Sep 02, 2026.
OKTA is expected to report earnings on Sep 02, 2026.
ZS is expected to report earnings on Sep 08, 2026.
Industries' Descriptions
@Computer Communications (-1.12% 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 | OKTA | ZS | |
| Capitalization | 174B | 20.2B | 20.9B |
| EBITDA | 329M | 366M | 144M |
| Gain YTD | 45.661 | 34.486 | -42.415 |
| P/E Ratio | 765.02 | 84.27 | N/A |
| Revenue | 5.09B | 3B | 3.17B |
| Total Cash | 4.55B | 2.59B | 3.54B |
| Total Debt | 821M | 411M | 1.86B |
CRWD | OKTA | ZS | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 76 | 88 | 85 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 58 Fair valued | 49 Fair valued | |
PROFIT vs RISK RATING 1..100 | 18 | 100 | 100 | |
SMR RATING 1..100 | 92 | 89 | 93 | |
PRICE GROWTH RATING 1..100 | 38 | 37 | 84 | |
P/E GROWTH RATING 1..100 | 67 | 92 | 100 | |
SEASONALITY SCORE 1..100 | 50 | 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 (49) in the Packaged Software industry is in the same range as OKTA (58) in the Packaged Software industry, and is somewhat better than the same rating for CRWD (100) in the null industry. This means that ZS's stock grew similarly to OKTA’s and somewhat faster than CRWD’s over the last 12 months.
CRWD's Profit vs Risk Rating (18) in the null industry is significantly better than the same rating for ZS (100) in the Packaged Software industry, and is significantly better than the same rating for OKTA (100) in the Packaged Software industry. This means that CRWD's stock grew significantly faster than ZS’s and significantly faster than OKTA’s over the last 12 months.
OKTA's SMR Rating (89) in the Packaged Software industry is in the same range as CRWD (92) in the null industry, and is in the same range as ZS (93) in the Packaged Software industry. This means that OKTA's stock grew similarly to CRWD’s and similarly to ZS’s over the last 12 months.
OKTA's Price Growth Rating (37) in the Packaged Software industry is in the same range as CRWD (38) in the null industry, and is somewhat better than the same rating for ZS (84) in the Packaged Software industry. This means that OKTA's stock grew similarly to CRWD’s and somewhat faster than ZS’s over the last 12 months.
CRWD's P/E Growth Rating (67) in the null industry is in the same range as OKTA (92) in the Packaged Software industry, and is somewhat better than the same rating for ZS (100) in the Packaged Software industry. This means that CRWD's stock grew similarly to OKTA’s and somewhat faster than ZS’s over the last 12 months.
| CRWD | OKTA | ZS | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 68% | 3 days ago 86% | 3 days ago 68% |
| Stochastic ODDS (%) | 3 days ago 84% | 3 days ago 81% | 3 days ago 87% |
| Momentum ODDS (%) | 3 days ago 66% | 3 days ago 70% | 3 days ago 74% |
| MACD ODDS (%) | 3 days ago 81% | 3 days ago 79% | 3 days ago 76% |
| TrendWeek ODDS (%) | 3 days ago 80% | 3 days ago 73% | 3 days ago 78% |
| TrendMonth ODDS (%) | 3 days ago 82% | 3 days ago 70% | 3 days ago 80% |
| Advances ODDS (%) | 4 days ago 81% | 14 days ago 72% | 3 days ago 76% |
| Declines ODDS (%) | 7 days ago 72% | 7 days ago 73% | 5 days ago 79% |
| BollingerBands ODDS (%) | 3 days ago 73% | 3 days ago 72% | 3 days ago 79% |
| Aroon ODDS (%) | 3 days ago 80% | 3 days ago 77% | 3 days ago 72% |
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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% | -1.26% | ||
| PANW - CRWD | 75% Closely correlated | +0.03% | ||
| NOW - CRWD | 68% Closely correlated | -0.90% | ||
| OKTA - CRWD | 67% Closely correlated | -1.03% | ||
| ZS - CRWD | 65% Loosely correlated | +2.70% | ||
| HUBS - CRWD | 64% Loosely correlated | +0.83% | ||
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OKTA and
Correlation & Price change
A.I.dvisor indicates that over the last year, OKTA has been loosely correlated with TENB. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if OKTA jumps, then TENB could also see price increases.
| Ticker / NAME | Correlation To OKTA | 1D Price Change % | ||
|---|---|---|---|---|
| OKTA | 100% | -1.03% | ||
| TENB - OKTA | 65% Loosely correlated | -0.26% | ||
| CRWD - OKTA | 65% Loosely correlated | -1.26% | ||
| SAIL - OKTA | 63% Loosely correlated | +1.39% | ||
| PANW - OKTA | 61% Loosely correlated | +0.03% | ||
| RBRK - OKTA | 60% Loosely correlated | -4.56% | ||
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