Software - Infrastructure
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CRWD vs S
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Infrastructure
CRWD vs S — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Software - Infrastructure | Software - Infrastructure |
| Market Cap | $120.74B | $4.99B |
| Revenue (TTM) | $4.81B | $1.00B |
| Net Income (TTM) | $-183M | $-451M |
| Gross Margin | 74.9% | 74.1% |
| Operating Margin | -5.4% | -32.1% |
| Forward P/E | 97.9x | 83.5x |
| Total Debt | $820M | $0.00 |
| Cash & Equiv. | $5.23B | $170M |
CRWD vs S — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 21 | May 26 | Return |
|---|---|---|---|
| CrowdStrike Holding… (CRWD) | 100 | 189.6 | +89.6% |
| SentinelOne, Inc. (S) | 100 | 37.3 | -62.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CRWD vs S
Each card shows where this stock fits in a portfolio — not just who wins on paper.
CRWD has the current edge in this matchup, primarily because of its strength in long-term compounding.
- 7.2% 10Y total return vs S's -62.7%
- -3.8% margin vs S's -45.0%
- +7.5% vs S's -16.1%
S is the clearest fit if your priority is income & stability and growth exposure.
- beta 1.30
- Rev growth 21.9%, EPS growth -48.9%, 3Y rev CAGR 33.4%
- Lower volatility, beta 1.30, current ratio 1.39x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 21.9% revenue growth vs CRWD's 21.7% | |
| Value | Lower P/E (83.5x vs 97.9x) | |
| Quality / Margins | -3.8% margin vs S's -45.0% | |
| Stability / Safety | Beta 1.30 vs CRWD's 1.35 | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +7.5% vs S's -16.1% | |
| Efficiency (ROA) | -1.9% ROA vs S's -18.8%, ROIC -193.7% vs -17.4% |
CRWD vs S — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
CRWD vs S — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
CRWD leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CRWD is the larger business by revenue, generating $4.8B annually — 4.8x S's $1.0B. CRWD is the more profitable business, keeping -3.8% of every revenue dollar as net income compared to S's -45.0%. On growth, CRWD holds the edge at +23.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $4.8B | $1.0B |
| EBITDAEarnings before interest/tax | $22M | -$283M |
| Net IncomeAfter-tax profit | -$183M | -$451M |
| Free Cash FlowCash after capex | $1.2B | $58M |
| Gross MarginGross profit ÷ Revenue | +74.9% | +74.1% |
| Operating MarginEBIT ÷ Revenue | -5.4% | -32.1% |
| Net MarginNet income ÷ Revenue | -3.8% | -45.0% |
| FCF MarginFCF ÷ Revenue | +25.8% | +5.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +23.3% | +20.2% |
| EPS Growth (YoY)Latest quarter vs prior year | +140.5% | -50.0% |
Valuation Metrics
S leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $120.7B | $5.0B |
| Enterprise ValueMkt cap + debt − cash | $116.3B | $4.8B |
| Trailing P/EPrice ÷ TTM EPS | -733.12x | -11.58x |
| Forward P/EPrice ÷ next-FY EPS est. | 97.89x | 83.52x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 969.98x | — |
| Price / SalesMarket cap ÷ Revenue | 25.09x | 4.99x |
| Price / BookPrice ÷ Book value/share | 27.50x | 3.64x |
| Price / FCFMarket cap ÷ FCF | 92.15x | 65.78x |
Profitability & Efficiency
CRWD leads this category, winning 5 of 7 comparable metrics.
Profitability & Efficiency
CRWD delivers a -4.6% return on equity — every $100 of shareholder capital generates $-5 in annual profit, vs $-30 for S. On the Piotroski fundamental quality scale (0–9), CRWD scores 4/9 vs S's 3/9, reflecting mixed financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -4.6% | -29.8% |
| ROA (TTM)Return on assets | -1.9% | -18.8% |
| ROICReturn on invested capital | -193.7% | -17.4% |
| ROCEReturn on capital employed | -2.7% | -18.5% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 3 |
| Debt / EquityFinancial leverage | 0.18x | — |
| Net DebtTotal debt minus cash | -$4.4B | -$170M |
| Cash & Equiv.Liquid assets | $5.2B | $170M |
| Total DebtShort + long-term debt | $820M | $0 |
| Interest CoverageEBIT ÷ Interest expense | -6.06x | — |
Total Returns (Dividends Reinvested)
CRWD leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CRWD five years ago would be worth $24,660 today (with dividends reinvested), compared to $3,732 for S. Over the past 12 months, CRWD leads with a +7.5% total return vs S's -16.1%. The 3-year compound annual growth rate (CAGR) favors CRWD at 57.3% vs S's -2.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +5.1% | +8.3% |
| 1-Year ReturnPast 12 months | +7.5% | -16.1% |
| 3-Year ReturnCumulative with dividends | +289.2% | -6.1% |
| 5-Year ReturnCumulative with dividends | +146.6% | -62.7% |
| 10-Year ReturnCumulative with dividends | +721.6% | -62.7% |
| CAGR (3Y)Annualised 3-year return | +57.3% | -2.1% |
Risk & Volatility
Evenly matched — CRWD and S each lead in 1 of 2 comparable metrics.
Risk & Volatility
S is the less volatile stock with a 1.30 beta — it tends to amplify market swings less than CRWD's 1.35 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CRWD currently trades 84.1% from its 52-week high vs S's 74.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.35x | 1.30x |
| 52-Week HighHighest price in past year | $566.90 | $21.40 |
| 52-Week LowLowest price in past year | $342.72 | $11.81 |
| % of 52W HighCurrent price vs 52-week peak | +84.1% | +74.1% |
| RSI (14)Momentum oscillator 0–100 | 63.8 | 65.0 |
| Avg Volume (50D)Average daily shares traded | 3.7M | 7.6M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates CRWD as "Buy" and S as "Buy". Consensus price targets imply 17.8% upside for S (target: $19) vs 10.9% for CRWD (target: $528).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $528.24 | $18.68 |
| # AnalystsCovering analysts | 65 | 34 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +4.0% |
CRWD leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). S leads in 1 (Valuation Metrics). 1 tied.
CRWD vs S: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is CRWD or S a better buy right now?
For growth investors, SentinelOne, Inc.
(S) is the stronger pick with 21. 9% revenue growth year-over-year, versus 21. 7% for CrowdStrike Holdings, Inc. (CRWD). Analysts rate CrowdStrike Holdings, Inc. (CRWD) a "Buy" — based on 65 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — CRWD or S?
Over the past 5 years, CrowdStrike Holdings, Inc.
(CRWD) delivered a total return of +146. 6%, compared to -62. 7% for SentinelOne, Inc. (S). Over 10 years, the gap is even starker: CRWD returned +721. 6% versus S's -62. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — CRWD or S?
By beta (market sensitivity over 5 years), SentinelOne, Inc.
(S) is the lower-risk stock at 1. 30β versus CrowdStrike Holdings, Inc. 's 1. 35β — meaning CRWD is approximately 4% more volatile than S relative to the S&P 500.
04Which is growing faster — CRWD or S?
By revenue growth (latest reported year), SentinelOne, Inc.
(S) is pulling ahead at 21. 9% versus 21. 7% for CrowdStrike Holdings, Inc. (CRWD). On earnings-per-share growth, the picture is similar: SentinelOne, Inc. grew EPS -48. 9% year-over-year, compared to -725. 9% for CrowdStrike Holdings, Inc.. Over a 3-year CAGR, S leads at 33. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — CRWD or S?
CrowdStrike Holdings, Inc.
(CRWD) is the more profitable company, earning -3. 4% net margin versus -45. 0% for SentinelOne, Inc. — meaning it keeps -3. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CRWD leads at -3. 4% versus -32. 1% for S. At the gross margin level — before operating expenses — CRWD leads at 74. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is CRWD or S more undervalued right now?
On forward earnings alone, SentinelOne, Inc.
(S) trades at 83. 5x forward P/E versus 97. 9x for CrowdStrike Holdings, Inc. — 14. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for S: 17. 8% to $18. 68.
07Which pays a better dividend — CRWD or S?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is CRWD or S better for a retirement portfolio?
For long-horizon retirement investors, CrowdStrike Holdings, Inc.
(CRWD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+721. 6% 10Y return). Both have compounded well over 10 years (CRWD: +721. 6%, S: -62. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between CRWD and S?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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