CrowdStrike (CRWD) vs Synopsys, Inc. (SNPS)

CrowdStrike and Synopsys, Inc. are both Software Infrastructure companies. CrowdStrike is the larger, with a market value of $265.1B against $81.4B — 3.3× the size. Synopsys, Inc. trades at the lower P/E: 74.7× against 7,163×. Synopsys, Inc. grew revenue faster over the last twelve months: 46.3% against 24.3%. Synopsys, Inc. has the higher net margin (11.4% vs 0.83%) and the higher return on invested capital (1.33% vs −9.53%). Across the 22 metrics below, Synopsys, Inc. leads on 17 and CrowdStrike on 5.

Valuation

Metric CRWD SNPS Software Infrastructure median
P/E 7,162.78 74.69 28.02
P/S 47.63 8.66 3.07
P/B 50.01 2.62 3.36
Price to free cash flow 170.05 29.68 17.12
EV/EBITDA 391.15 32.26 14.91
EV/Sales 46.84 9.34 3.03
Earnings yield 0.01% 1.34% 0.13%
Free cash flow yield 0.59% 3.37% 1.15%

Profitability

Metric CRWD SNPS Software Infrastructure median
Gross margin 75.19% 72.38% 61.23%
Operating margin (2.46%) 8.52% 0.00%
Net margin 0.83% 11.43% 0.00%
Free cash flow margin 28.01% 29.18% 1.67%
Return on equity 1.01% 3.66% 0.59%
Return on assets 0.42% 2.24% 0.00%
Return on invested capital (9.53%) 1.33% 0.00%

Growth

Metric CRWD SNPS Software Infrastructure median
Revenue growth (TTM) 24.30% 46.33% 13.41%
EPS growth (last fiscal year) (1,169.53%) (44.59%) —
Revenue growth, 5-year CAGR 40.64% 13.87% 15.81%
Net income growth, 5-year CAGR 0.00% 14.93% 0.00%

Health

Metric CRWD SNPS Software Infrastructure median
Debt to equity 0.15 0.32 0.06
Current ratio 1.57 1.34 1.55
Net debt to EBITDA (10.25) 6.25 0.08

Dividend

Metric CRWD SNPS Software Infrastructure median
Dividend yield — — 1.53%
Payout ratio 0.00 0.00 0.00

Size

Metric CRWD SNPS Software Infrastructure median
Market cap 265.06b 81.44b 835.96m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack