CrowdStrike vs Palo Alto Networks CRWD vs PANW
CrowdStrike and Palo Alto Networks on one sheet: valuation multiples, growth, margins, debt, dividends and returns, each section labelled with the period it covers, from the companies' filings. Add or remove a stock above the sheet; the link holds the set.
What differs most
- One-year price return: Palo Alto Networks +66.4%, CrowdStrike −52.8%.
- Debt / equity: CrowdStrike 0.1×, Palo Alto Networks 0.0×.
- Free-cash-flow yield: Palo Alto Networks 1.5%, CrowdStrike 0.6%.
- Net margin: Palo Alto Networks 2.7%, CrowdStrike 1.1%.
Price return
2025-10-16 → 2026-10-16
CRWD−52.8%
PANW+66.4%
Profile
latestSector
Technology
Technology
Industry
Software - Infrastructure
Software - Infrastructure
Market value
$232.83B
$279.76B
Enterprise value
$228.56B
$278.58B
Employees
11,706
21,921
Revenue per employee (TTM)
$461K
$524K
Our models
nightlythe valuation on each stock's pagePrice vs model
25% undervalued vs model
972% overvalued vs model
Model range
$281–437
$20.11–78.93
Models in the headline
1
1
FCF growth priced in, at a 10% return
52.8%
32.9%
Every model, its assumptions and its range: CRWD valuation · PANW valuation. The growth priced in, at any return: CRWD reverse DCF · PANW reverse DCF.
Trading
close 2026-10-16Last close
$227.39
$342.00
52-week high
$782.17
$419.91
52-week low
$161.23
$141.67
Price vs 52-week high
−70.9%
−18.6%
Price vs 52-week low
+41.0%
+141.4%
Average daily volume / shares
3.9%
0.8%
Beta
1.20
0.93
Returns
to 2026-10-161 month
−5.8%
−9.0%
3 months
+11.6%
−3.4%
6 months
−45.6%
+104.8%
Year to date
−51.5%
+85.7%
1 year
−52.8%
+66.4%
1 year, dividends added
−52.8%
+66.4%
2 years
−25.7%
+83.3%
Valuation
CRWD price × TTM to Jul 2026 · PANW price × FY2026P/E (TTM)
n/m
855.0×
P/E on consensus EPS (next FY)
181.5×
81.7×
Price / sales
43.1×
24.4×
EV / sales
42.4×
24.3×
EV / EBITDA
—
179.7×
Price / book
45.6×
10.1×
Price / free cash flow (FY)
177.7×
68.0×
Free-cash-flow yield (FY)
0.6%
1.5%
Growth
TTM and FY2026Revenue growth (TTM)
+18.2%
+8.2%
Revenue growth, consensus next FY
+24.8%
+23.4%
Revenue, 3-year CAGR
29.0%
18.5%
Revenue, 5-year CAGR
40.6%
22.0%
EPS growth (TTM)
—
−67.1%
EPS growth, consensus next FY
—
+946.4%
EPS, 3-year CAGR
—
−14.5%
Free cash flow, 3-year CAGR
24.8%
16.1%
Diluted shares, 3-year change
+10.7%
+11.6%
Profitability
CRWD TTM to Jul 2026 · PANW FY2026Gross margin (FY)†
74.7%
70.4%
Operating margin
−2.2%
6.1%
EBITDA margin
—
13.5%
Net margin
1.1%
2.7%
Free-cash-flow margin (FY)
27.2%
35.8%
Return on equity
1.1%
1.1%
Return on assets
0.5%
0.7%
Asset turnover
0.45
0.25
† Gross margin (FY): As filed. Companies draw the cost-of-revenue line in different places, so gross margins of two companies in one industry can differ for that reason alone; operating margin does not depend on where the line is drawn.
Balance sheet
CRWD MRQ Jul 2026 · PANW MRQ Apr 2026Cash
$5.01B
$2.36B
Total debt
$746.2M
$1.19B
Net debt
−$4.27B
−$1.17B
Debt / equity
0.1×
0.0×
Net debt / EBITDA (TTM)
—
-0.8×
Interest coverage (FY)
-10.5×
0.0×
Current ratio (FY)
1.77
0.87
Dividends
trailing 12 monthsDividend yield
0.0%
0.0%
Dividends per share
$0.00
$0.00
Payout ratio (of TTM EPS)
—
—
Dividend per share, 5-year CAGR
—
—
Frequency
—
—
Ownership and activity
last 90 days · latest 13FTracked superinvestors holding (13F)
2
3
Insider open-market buys (Form 4)
$0
$0
Insider sales (Form 4)
$9.9M
$20.8M
Analyst upgrades
0
0
Analyst downgrades
0
1
Statements
CRWD income TTM to Jul 2026 · cash flow FY2026 · PANW income FY2026 · cash flow FY2026Revenue
$5.40B
$11.48B
EBITDA
—
$1.55B
Operating income
−$119.5M
$695.0M
Net income
$58.5M
$307.0M
EPS (diluted)
−$0.43
$0.40
Operating cash flow
$1.61B
$4.55B
Capital expenditure
−$302.1M
−$440.0M
Free cash flow
$1.31B
$4.11B
Dividends paid
$0
—
Keep comparing
CrowdStrike against
Palo Alto Networks against
Statements from the companies' SEC filings; prices, dividends and consensus estimates from Financial Modeling Prep; insider trades from Form 4 and holdings from 13F. Refreshed nightly. A comparison of filed numbers, not a recommendation to buy, sell or hold any security.