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CrowdStrike (CRWD) vs Fortinet, Inc. (FTNT)

CrowdStrike and Fortinet, Inc. are both Software Infrastructure companies. CrowdStrike is the larger, with a market value of $222.4B against $90.0B — 2.5× the size. Fortinet, Inc. trades at the lower P/E: 39.5× against 6,187×. CrowdStrike grew revenue faster over the last twelve months: 24.3% against 20.2%. Fortinet, Inc. has the higher net margin (29.0% vs 0.83%) and the higher return on invested capital (0.00% vs −9.53%). Across the 22 metrics below, Fortinet, Inc. leads on 17 and CrowdStrike on 5.

Valuation

Metric CRWD FTNT Software Infrastructure median
P/E 6,186.65 39.49 24.43
P/S 41.14 11.40 2.81
P/B 43.20 40.00 2.88
Price to free cash flow 146.88 26.19 17.94
EV/EBITDA 336.94 27.59 14.51
EV/Sales 40.35 10.92 2.91
Earnings yield 0.02% 2.53% 0.00%
Free cash flow yield 0.68% 3.82% 0.49%

Profitability

Metric CRWD FTNT Software Infrastructure median
Gross margin 75.19% 79.75% 57.45%
Operating margin (2.46%) 32.98% 0.00%
Net margin 0.83% 28.96% 0.00%
Free cash flow margin 28.01% 43.54% 0.00%
Return on equity 1.01% 153.08% 0.00%
Return on assets 0.42% 21.43% 0.00%
Return on invested capital (9.53%) 0.00% 0.00%

Growth

Metric CRWD FTNT Software Infrastructure median
Revenue growth (TTM) 24.30% 20.23% 14.28%
EPS growth (last fiscal year) (170.83%) 7.08% 18.26%
Revenue growth, 5-year CAGR 40.64% 21.25% 16.15%
Net income growth, 5-year CAGR 0.00% 30.56% 0.00%

Health

Metric CRWD FTNT Software Infrastructure median
Debt to equity 0.15 0.22 0.02
Current ratio 1.57 1.40 1.53
Net debt to EBITDA (10.25) (1.02) 0.05

Dividend

Metric CRWD FTNT Software Infrastructure median
Dividend yield — — 1.06%
Payout ratio — — 0.29

Size

Metric CRWD FTNT Software Infrastructure median
Market cap 222.40b 90.01b 661.51m

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