CRWD vs NET Comparison: AI Score, Valuation, Performance and Upside
CRWD holds the edge across 4 of 5 key metrics in this comparison. CRWD leads on both 1-year return (+98.47%) and forward P/E quality (131.85x vs 179.44x for NET), a relatively favorable combination of momentum and valuation. On fundamentals, NET is growing revenue faster (35.90%), while CRWD maintains the higher operating margin (-2.26%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for NET (+11.24%) than for CRWD (+4.20%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
| Metric | CRWD | NET |
|---|---|---|
| AI scorei | 62.8 | 61.6 |
| AI ranki | #103 | #123 |
| Latest closei | $249.35 | $351.67 |
| 1M returni | +29.90% | +19.97% |
| 6M returni | +141.32% | +59.38% |
| 1Y returni | +98.47% | +55.65% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | CRWD | NET |
|---|---|---|
| 1Y ago | $20.23K (+102.3%) started 2025-09-22 | $15.41K (+54.1%) started 2025-09-22 |
| 5Y ago | $38.03K (+280.3%) started 2021-09-23 | $25.67K (+156.7%) started 2021-09-22 |
| 10Y ago | $171.97K (+1619.7%) started 2019-06-12 | $195.37K (+1853.7%) started 2019-09-13 |
Hypothetical — past performance does not guarantee future results.
| Metric | CRWD | NET |
|---|---|---|
| Market capi | $223.63B | $106.77B |
| Trailing P/Ei | 5460.00 | N/A |
| Forward P/Ei | 131.85 | 179.44 |
| Price/Salesi | 42.86 | 42.56 |
| EV/Revenuei | 40.67 | 42.24 |
| Analyst targeti | $227.58 | $333.55 |
| Target upsidei | +4.20% | +11.24% |
| Metric | CRWD | NET |
|---|---|---|
| Revenue growthi | 25.80% | 35.90% |
| Earnings growthi | N/A | N/A |
| EPS growthi | N/A | N/A |
| FCF margini | +36.98% | +27.54% |
| Operating margini | -2.26% | -7.60% |
| Profit margini | 0.83% | -8.21% |
| ROIC proxyi | 1.46% | -14.43% |
| Return on equityi | 1.46% | -14.43% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | 0.00% | 0.00% |
| Dividend growth streaki | N/A | N/A |
| Betai | 1.23 | 1.66 |
| Debt/equityi | 15.96 | 217.86 |
| Current ratioi | 1.57 | 1.82 |
| Quick ratioi | 1.37 | 1.75 |
Over the past year, CRWD and NET have moved moderately in the same direction (correlation of 0.57), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | CRWD | NET |
|---|---|---|---|
| 1Y | Growthi | +102.25% | +54.05% |
| CAGRi | +102.59% | +54.21% | |
| Volatilityi | 54.69% | 64.63% | |
| Sharpe ratioi | 1.49 | 0.93 | |
| Sortino ratioi | 2.47 | 1.35 | |
| Max drawdowni | 37.18% | 36.76% | |
| Current drawdowni | 0.00% | 0.00% | |
| Avg drawdowni | 12.00% | 14.78% | |
| Ulcer Indexi | 15.63% | 17.68% | |
| Max daily dropi | 9.85% | 23.62% | |
| Max wkly dropi | 18.46% | 23.58% | |
| 5Y | Growthi | +280.27% | +156.75% |
| CAGRi | +30.64% | +20.76% | |
| Volatilityi | 437.75% | 69.43% | |
| Sharpe ratioi | 1.14 | 0.56 | |
| Sortino ratioi | 4.32 | 0.81 | |
| Max drawdowni | 74.94% | 82.58% | |
| Current drawdowni | 16.84% | 0.00% | |
| Avg drawdowni | 47.97% | 47.30% | |
| Ulcer Indexi | 52.09% | 53.93% | |
| Max daily dropi | 74.75% | 23.62% | |
| Max wkly dropi | 74.83% | 39.37% | |
| 10Y | Growthi | +1619.66% | +1853.72% |
| CAGRi | +47.81% | +52.67% | |
| Volatilityi | 364.27% | 67.43% | |
| Sharpe ratioi | 1.01 | 0.90 | |
| Sortino ratioi | 3.74 | 1.35 | |
| Max drawdowni | 74.94% | 82.58% | |
| Current drawdowni | 16.84% | 0.00% | |
| Avg drawdowni | 38.67% | 36.35% | |
| Ulcer Indexi | 45.37% | 45.97% | |
| Max daily dropi | 74.75% | 23.62% | |
| Max wkly dropi | 74.83% | 39.37% |
| Category | CRWD | NET |
|---|---|---|
| Company | CRWD | NET |
| Sector | Technology | Technology |
| Industry | Software - Infrastructure | Software - Infrastructure |
| Core business | CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally. | Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. |
Want deeper AI forecasts?
This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.
Full valuation workup with AI Score, Monte Carlo forecast, and bull/bear case — free preview, premium data from $3.99.