CRWD vs NET: stock comparison and AI forecast
Crowdstrike Holdings, Inc. (CRWD) and Cloudflare, Inc. (NET) compared on price performance, valuation, profitability and the daily AI forecast. · Alpha · vs market
Share
CRWD Crowdstrike Holdings, Inc.
- Market Cap
- $222.09B
- P/E Ratio
- 2410.0x
- Size
- mega-cap
- AI Forecast
NET Cloudflare, Inc.
- Price
- $268.75 +4.7% · 6M
- Market Cap
- $95.00B
- P/E Ratio
- –
- Size
- large-cap
- AI Forecast
Which one does the AI model favor?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
Key facts
- CRWD is 2.3 times larger than NET by market capitalization ($222.09B against $95.00B).
- Both companies share the SEC industry classification Services-Prepackaged Software.
Fundamentals side by side
Trailing twelve months.
Valuation & Market
| Metric | CRWD | NET |
|---|---|---|
| Market Cap | $222.09B | $95.00B |
| P/E Ratio | 2410.01x | – |
| P/B Ratio | – | 64.85x |
| EPS | $0.09 | $-0.39 |
| Book Value/Share | – | $4.14 |
| Revenue/Share | – | $7.73 |
| FCF/Share | – | $1.02 |
Profitability & Margins
| Metric | CRWD | NET |
|---|---|---|
| ROIC | – | -6.2% |
| Gross Margin | – | 71.9% |
| Operating Margin | -64.1% | -14.1% |
| EBT Margin | -13.5% | -8.3% |
| Tax Rate | -16.2% | -5.2% |
Financial Health
| Metric | CRWD | NET |
|---|---|---|
| Current Ratio | 1.57x | 3.80x |
| D/E Ratio | – | 4.25x |
| Financial Leverage | – | 5.25x |
| Interest Coverage | -3.0x | -1358.5x |
| Working Capital | $2.53B | $4.30B |
Cash Flow
| Metric | CRWD | NET |
|---|---|---|
| Operating Cash Flow | $1.85B | $682M |
| Free Cash Flow | – | $359M |
| Capital Spending | – | -$322M |
| OCF Growth YoY | 33.9% | 26.2% |
| FCF Growth YoY | – | 52.0% |
| FCF/Sales | – | 13.2% |
| CapEx/Sales | – | 11.8% |
Operational Efficiency
| Metric | CRWD | NET |
|---|---|---|
| Asset Turnover | – | 0.36x |
| Receivables Turnover | – | 5.7x |
| Fixed Assets Turnover | – | 3.4x |
| Days Sales Outstanding | – | 64 days |
| Payables Period | 31 days | 105 days |
Income Statement
| Metric | CRWD | NET |
|---|---|---|
| Total Revenue | – | $2.73B |
| Operating Income | -$246M | -$385M |
| R&D Expense | $1.55B | $621M |
| SG&A Expense | $6.21B | $2.77B |
| Cost of Goods Sold | $1.33B | $768M |
Dividend & Shareholder Information
| Metric | CRWD | NET |
|---|---|---|
| Shares Outstanding | 1024M | 353M |
CRWD vs NET: stock comparison and AI forecast
Which is bigger, CRWD or NET?
CRWD is 2.3 times larger than NET by market capitalization ($222.09B against $95.00B).
Which one does Intratio's AI model rank higher, CRWD or NET?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
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This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.