stocksbrew

CRWD vs PANW

as of Friday's close

as of Friday's close

  • CRWDBuy moresales growth, past year24%

    CrowdStrike's sales grew 24% over the past year, but the stock fell 13% over the past month, more than other software stocks (down 7.5%).

  • PANWBuy morein the past month−19%

    Palo Alto Networks fell 19% over the past month, far more than other software stocks (down 7.5%), but its sales grew 24% over the past year.

Percent return

  • CRWD+71.10%
  • PANW+57.37%

Nov 13, 2025 to Nov 13, 2026

Where they differ

PANW leads on 4 of 6
CRWDPANW
  • Company size: CRWD $222B, PANW $257B.
  • Sales growth, 1 yr: CRWD +24%, PANW +25%. PANW is ahead.
  • Price for $1 of next year's profit: CRWD $154, PANW $75. PANW is ahead.
  • Profit per $1 of sales: CRWD −2¢, PANW 7¢. PANW is ahead.
  • Cash minus debt: CRWD +$4.19B, PANW +$504M. CRWD is ahead.
  • Price change, 1 yr: CRWD +71%, PANW +57%. CRWD is ahead. S&P 500 +13%.
  • How much the price swings: CRWD 68%, PANW 59%. PANW is ahead.
MeasureCRWDCrowdStrikePANWPalo Alto Networks
Price and returns
Price$226.61$322.10
Friday−1.42%Best in this row: −0.17%
1 monthBest in this row: −13.25%−18.84%
3 monthsBest in this row: +0.48%−18.66%
This yearBest in this row: +93.37%+74.94%
1 yearBest in this row: +71.10%+57.37%
5 years+218.83%Best in this row: +275.29%
From 52-week high−18.7%−23.3%
How much it swings (90 days)68%Best in this row: 59%
Valuation
Market value$222B$257B
Price vs last year's earnings6075.6×Best in this row: 612.4×
Price vs next year's expected earnings153.6×Best in this row: 75.1×
Price vs earnings, adjusted for growthBest in this row: 3.83×5.88×
Price to sales41.3×Best in this row: 22.3×
Price vs cash it brings in138.3×Best in this row: 62.3×
Company value vs operating profit2043.5×Best in this row: 164.0×
Price vs earnings, against its own past (0 = cheapest)–Highest
Growth
Revenue growth, 1 year+24.3%Best in this row: +24.5%
Revenue growth a year, last 3 yearsBest in this row: +29.0%+18.5%
Earnings per share growth, last yearBest in this row: +73.5%−33.0%
Earnings per share growth expected next yearBest in this row: +27.9%+16.1%
Profitability
Kept from sales after making the productBest in this row: 75.2%70.4%
Kept as operating profit−2.5%Best in this row: 7.0%
Kept as final profit0.8%Best in this row: 2.7%
Kept as spare cash29.8%Best in this row: 35.8%
Profit on shareholders' money1.5%Best in this row: 1.7%
Profit on all money put in−14.1%Best in this row: 1.7%
Balance sheet
Net cash (cash minus debt)Best in this row: $4.19B$504M
Debt for each $1 of shareholders' money0.16×Best in this row: 0.09×
Short-term assets per $1 of bills dueBest in this row: 1.57×0.87×
Our readPro
Our callBuy moreBuy more
WhyCrowdStrike's sales grew 24% over the past year, but the stock fell 13% over the past month, more than other software stocks (down 7.5%).Palo Alto Networks fell 19% over the past month, far more than other software stocks (down 7.5%), but its sales grew 24% over the past year.
Where the price sitsin the full reportin the full report
Our overall score (out of 100)Best in this row: 5747
Our value score17Best in this row: 19
Our growth scoreBest in this row: 9442
Our quality score36Best in this row: 54
Our price trend score54Best in this row: 71
Earnings and analysts
Next earningsDec 1AMCin 16 daysNov 18AMCin 3 days
Analyst consensusBuyBuy
To average analyst target+17.9%Best in this row: +28.5%
Average analyst target$267.24$414.03
Analysts rating it a buyBest in this row: 77%76%
Buy ratings added, 3 monthsBest in this row: +1−2
Analysts covering4039

PANW: a lower P/E per point of growth

Our pick of these: Palo Alto Networks

Buy more

Forward P/E per point of sales growth 3.06 vs 6.32

CRWD 6.32, PANW 3.06.

Keeps 7.0% of sales as operating profit, vs −2.5%

CRWD −2.5%, PANW 7.0%.

+28.5% to the average analyst target, vs +17.9%

CRWD +17.9%, PANW +28.5%.

Where it loses: CRWD has a better past year, +71.1% vs +57.4%

  • 2ndCRWDBuy moreWould need a lower P/E per point of growth, 6.32 vs 3.06

Cover this stock to see the full report

The call, its reasons and what would change it are free for everyone. The price zones, the whole brief and how the call has moved come with covering a stock. Use one of your three covered slots, or go Pro for every stock.

Backtest as a basket

Prices as of Friday, 3:59 PM ET. A view, not advice.

Against their other rivals

Weekend

Still Sunday. Nothing's moving except the clock.

1days03hrs03min13sec

Market opens Monday, Nov 16 at 9:30 AM ET