CrowdStrike (CRWD) vs Palo Alto Networks, Inc. (PANW)
CrowdStrike and Palo Alto Networks, Inc. are both Software Infrastructure companies. Palo Alto Networks, Inc. is the larger, with a market value of $316.8B against $265.1B — 1.2× the size. Palo Alto Networks, Inc. trades at the lower P/E: 706× against 7,163×. Palo Alto Networks, Inc. grew revenue faster over the last twelve months: 24.5% against 24.3%. Palo Alto Networks, Inc. has the higher net margin (2.67% vs 0.83%) and the higher return on invested capital (1.66% vs −9.53%). Across the 21 metrics below, Palo Alto Networks, Inc. leads on 17 and CrowdStrike on 4.
Valuation
Profitability
| Metric | CRWD | PANW | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 75.19% | 70.36% | 61.23% |
| Operating margin | (2.46%) | 6.05% | 0.00% |
| Net margin | 0.83% | 2.67% | 0.00% |
| Free cash flow margin | 28.01% | 35.83% | 1.67% |
| Return on equity | 1.01% | 1.74% | 0.59% |
| Return on assets | 0.42% | 0.85% | 0.00% |
| Return on invested capital | (9.53%) | 1.66% | 0.00% |
Growth
Health
Dividend
Size
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