LIVE
CRWD
CrowdStrike Holdings, Inc. · Technology
$701.09
+8.64% this month
VERSUS
⟷
COMPARE
S
SentinelOne, Inc. · Technology
$15.91
-11.36% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
CRWD
2
S
2
Comparison scoreboard
MIXED SETUPAI Score
CRWD ✓50.5
S 23.3
1Y Return
CRWD ✓+41.90%
S -11.66%
Fwd P/E
CRWD 109.58
S ✓32.17
Target Up.
CRWD +4.02%
S ✓+20.40%
Op. Margin
CRWD -2.21%
S N/A
Metrics last refreshed: 6/27/2026
Quick take
CRWD vs S: CrowdStrike vs SentinelOne Stock Comparison: AI Score, Valuation, Performance and Upside
CrowdStrike is the established endpoint security leader with a broad multi-module platform and proven profitability, while SentinelOne is a faster-growing AI-native challenger emphasizing autonomous response and Purple AI. CrowdStrike has scale and margins; SentinelOne has growth rate and valuation upside from a smaller base.
Use this CRWD vs S comparison to evaluate the established leader versus the growth challenger in AI-native cybersecurity. CrowdStrike offers proven execution and platform breadth; SentinelOne offers faster growth and AI-first differentiation at a lower market cap.
Live analysis · updated 6/27/2026
CRWD and S are closely matched — they split the tracked metrics evenly. CRWD has delivered stronger 1-year price return (+41.90% vs -11.66%), though S trades at the lower forward P/E (32.17x vs 109.58x). Analyst consensus implies meaningfully more upside for S (+20.40%) than for CRWD (+4.02%).
Normalized 1Y performance
CRWD
S
Recent returns
CRWD
S
Analyst price targets & sentiment
CRWD · 47 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.9/5.0)
Price target range
analyst low$321.00
analyst mean$712.37
current price$701.09
+4.0% upside to analyst mean
S · 32 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.8/5.0)
Price target range
analyst low$15.00
analyst high$26.00
analyst mean$19.16
current price$15.91
+20.4% upside to analyst mean
Who should consider this stock?
CRWD may suit investors who:
- →Prefer the market-leading cybersecurity platform with proven profitability and scale
- →Value CrowdStrike's broad module ecosystem (endpoint, cloud, identity, SIEM) and high retention rates
- →Want cybersecurity exposure with strong free cash flow generation and operating leverage
- →Are comfortable paying a premium for the category leader with the deepest enterprise relationships
S may suit investors who:
- →Prefer a higher-growth cybersecurity stock with more upside potential from a smaller base
- →Believe autonomous AI-driven security (no human triage required) is a meaningful differentiator
- →Want to bet on the challenger taking share from the incumbent in a large and growing market
- →Are comfortable accepting near-term operating losses for faster revenue growth and AI innovation
Performance & AI score
| Metric | CRWD | S |
|---|---|---|
| AI score | 50.5 | 23.3 |
| AI rank | #396 | #3598 |
| Latest close | $701.09 | $15.91 |
| 1M return | +8.64% | -11.36% |
| 6M return | +46.95% | +7.14% |
| 1Y return | +41.90% | -11.66% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | CRWD | S |
|---|---|---|
| 1Y ago | $13.88K (+38.8%) started 2025-06-26 | $8.83K (-11.7%) started 2025-06-26 |
| 5Y ago | $27.48K (+174.8%) started 2021-06-28 | $3.74K (-62.6%) started 2021-06-30 |
| 10Y ago | $120.88K (+1108.8%) started 2019-06-12 | $3.74K (-62.6%) started 2021-06-30 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | CRWD | S |
|---|---|---|
| Market cap | $174.34B | $5.45B |
| Trailing P/E | N/A | N/A |
| Forward P/E | 109.58 | 32.17 |
| Price/Sales | 28.23 | 5.20 |
| EV/Revenue | 33.50 | 4.57 |
| Analyst target | $712.37 | $19.16 |
| Target upside | +4.02% | +20.40% |
Growth, profitability & risk
| Metric | CRWD | S |
|---|---|---|
| Revenue growth | 25.60% | 20.80% |
| Earnings growth | N/A | N/A |
| EPS growth | N/A | N/A |
| FCF margin | +37.81% | +25.59% |
| Operating margin | -2.21% | N/A |
| Profit margin | -0.60% | -30.39% |
| ROIC proxy | -0.25% | -21.36% |
| Return on equity | -0.25% | -21.36% |
| Dividend yield | N/A | 0.00% |
| Beta | 1.24 | 0.83 |
| Debt/equity | 17.57 | N/A |
| Current ratio | 1.53 | 1.44 |
| Quick ratio | 1.33 | 1.25 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
CRWD max drawdown37.18%
S max drawdown39.64%
CRWD max wkly drop18.46%
S max wkly drop14.26%
5Y risk snapshot
CRWD max drawdown67.69%
S max drawdown84.35%
CRWD max wkly drop31.43%
S max wkly drop40.12%
10Y risk snapshot
CRWD max drawdown67.69%
S max drawdown84.35%
CRWD max wkly drop32.37%
S max wkly drop40.12%
Performance metrics by period
| Period | Metric | CRWD | S |
|---|---|---|---|
| 1Y | Growth | +38.77% | -11.66% |
| CAGR | +38.83% | -11.67% | |
| Sharpe ratio | 0.85 | -0.11 | |
| Max drawdown | 37.18% | 39.64% | |
| Max daily drop | 9.85% | 14.44% | |
| Max wkly drop | 18.46% | 14.26% | |
| 5Y | Growth | +174.84% | -62.56% |
| CAGR | +22.43% | -17.88% | |
| Sharpe ratio | 0.57 | -0.06 | |
| Max drawdown | 67.69% | 84.35% | |
| Max daily drop | 14.75% | 35.14% | |
| Max wkly drop | 31.43% | 40.12% | |
| 10Y | Growth | +1108.78% | -62.56% |
| CAGR | +42.48% | -17.88% | |
| Sharpe ratio | 0.83 | -0.06 | |
| Max drawdown | 67.69% | 84.35% | |
| Max daily drop | 16.54% | 35.14% | |
| Max wkly drop | 32.37% | 40.12% |
Business comparison
| Category | CRWD | S |
|---|---|---|
| Company | CrowdStrike Holdings, Inc. | SentinelOne, Inc. |
| Sector | Technology | Technology |
| Industry | Software - Infrastructure | N/A |
| Core business | Cloud-native cybersecurity platform offering AI-powered endpoint detection and response (EDR), extended detection and response (XDR), cloud security, identity protection, and threat intelligence via the Falcon platform. | AI-native cybersecurity platform offering autonomous endpoint protection, cloud workload security, and identity threat detection via the Singularity platform with AI-driven automated response. |
| Investor focus | Module adoption rates, net revenue retention, Falcon platform expansion into cloud and identity security, profitability scaling, and competitive positioning. | Revenue growth acceleration, path to profitability, AI differentiation (Purple AI), large enterprise customer wins, and competitive share gains vs CrowdStrike. |
CRWD strengths
- →Market-leading Falcon platform with the deepest module ecosystem in cloud-native endpoint security
- →High net revenue retention driven by customers adopting additional modules (cloud, identity, SIEM)
- →Proven profitability with expanding operating margins and strong free cash flow generation
S strengths
- →Autonomous AI-driven endpoint protection with real-time response capabilities — no human analyst required for initial triage
- →Purple AI generative AI assistant helps security analysts investigate and respond to threats faster
- →Smaller and growing faster than CrowdStrike with opportunity to take share in the endpoint market
Risks to watch — CRWD
- →July 2024 outage incident — reputational recovery and potential customer trust headwinds
- →Premium valuation requires sustained high growth in an increasingly competitive cybersecurity market
- →Platform consolidation trend could face pushback from customers preferring best-of-breed point solutions
Risks to watch — S
- →Not yet consistently profitable — operating losses remain a concern for risk-averse investors
- →Smaller scale means less enterprise credibility and fewer modules compared to CrowdStrike's Falcon ecosystem
- →Competitive pressure from CrowdStrike, Microsoft, and Palo Alto in endpoint and cloud security
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