How do CYBR and CRWD differ fundamentally?

CyberArk specializes in privileged access management — vaulting and governing privileged credentials, secrets, and machine identities to prevent lateral movement after a breach. CrowdStrike specializes in AI-powered threat detection and response across endpoints, cloud, and identity — catching active attacks in real-time. CyberArk prevents credential misuse; CrowdStrike detects and responds to adversary behavior.

What metrics matter most when comparing CYBR and CRWD?

For CyberArk, track ARR growth, SaaS subscription ARR as a percentage of total (quality improvement), Venafi machine identity management ARR, and customer expansion into machine identity and secrets management. For CrowdStrike, the key metrics are net new ARR, module count per customer, free cash flow margin, and renewal rate trends post-July 2024 outage.

Which is better for long-term investors — CYBR or CRWD?

Long-term, both are positioned well for secular cybersecurity spending growth. CyberArk's identity security focus aligns with the 'identity is the new perimeter' security architecture that is dominating CISO priorities. CrowdStrike's platform breadth and profitability make it the more financially mature long-term holding. Investors can own both as complementary security positions — endpoint and cloud defense (CrowdStrike) plus identity governance (CyberArk).

Data as of: September 18, 2026

brimindinvest.com / compare / cybr-vs-crwdLIVE

CYBR

CyberArk Software Ltd. · Technology

N/A

N/A this month

VERSUS

COMPARE

CRWD

CrowdStrike Holdings, Inc. · Technology

$245.70

+15.40% this month

Comparison scoreboard

MIXED SETUP

AI Scorei

CYBR N/A

CRWD 66.5

1Y Returni

CYBR N/A

CRWD +120.86%

Fwd P/Ei

CYBR N/A

CRWD 131.85

Target Up.i

CYBR N/A

CRWD +4.20%

Op. Margini

CYBR N/A

CRWD -2.26%

Metrics last refreshed: 9/18/2026

Quick take

CYBR vs CRWD Stock Comparison: AI Score, Valuation, Performance and Upside

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CyberArk and CrowdStrike address different but increasingly overlapping aspects of enterprise security: CyberArk owns privileged access governance and identity vaulting (preventing unauthorized credential use), while CrowdStrike's Falcon platform owns endpoint threat detection and is expanding into identity-based detection. They are becoming competitive at the edges of their platforms as identity security consolidates.

CYBR vs CRWD is a choice between the identity security specialist (CyberArk's privileged access governance) and the AI cybersecurity platform leader expanding into identity (CrowdStrike's Falcon) — CyberArk has the deeper PAM moat, while CrowdStrike's platform breadth and threat intelligence network create strong cross-sell advantages.

Live analysis · updated 9/18/2026

CYBR and CRWD are closely matched — they split the tracked metrics evenly.

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Normalized 1Y performance

CYBR

CRWD

Not enough data to chart yet.

Recent returns

CYBR

CRWD

Analyst price targets & sentiment

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.

CYBR

Price target data unavailable

N/A

CRWD · 50 analysts

STRONG BUYHOLDSTRONG SELL

Buy (1.9/5.0)

40 Buy / 12 Hold / 1 Sell

Price target range

analyst low$103.25
analyst high$250.00
analyst mean$227.58
current price$245.70

+4.2% upside to analyst mean

Who should consider this stock?

CYBR may suit investors who:

prefer the dominant privileged access management and identity security specialist with near-monopoly at large regulated enterprises
value machine identity management (Venafi) as a rapidly growing attack surface addressing cloud workload credential sprawl
want a pure-play identity security investment as the market transitions from endpoint-centric to identity-centric security architectures
are comfortable with SaaS transition revenue compression while subscription ARR grows to replace perpetual license sales

CRWD may suit investors who:

prefer the AI cybersecurity platform leader with endpoint, cloud, and identity security in a single agent architecture
value CrowdStrike's platform consolidation strategy driving customer expansion across 10+ Falcon modules
want a profitable high-free-cash-flow security company with the deepest commercial threat intelligence network
are comfortable with identity module as a competitive expansion into CyberArk's domain and the July 2024 outage recovery

Performance & AI score

Performance & AI score
Metric	CYBR	CRWD
AI scorei	N/A	66.5
AI ranki	N/A	#66
Latest closei	N/A	$245.70
1M returni	N/A	+15.40%
6M returni	N/A	+129.53%
1Y returni	N/A	+120.86%

$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?

$10,000 invested — hypothetical growth (dividends reinvested)
Period	CYBR	CRWD
1Y ago	N/A	$22.06K (+120.6%) started 2025-09-17
5Y ago	N/A	$38.16K (+281.6%) started 2021-09-20
10Y ago	N/A	$169.45K (+1594.5%) started 2019-06-12

Hypothetical — past performance does not guarantee future results.

Valuation & upside potential

Valuation & upside potential
Metric	CYBR	CRWD
Market capi	N/A	$223.63B
Trailing P/Ei	N/A	5460.00
Forward P/Ei	N/A	131.85
Price/Salesi	15.16	42.86
EV/Revenuei	N/A	40.67
Analyst targeti	N/A	$227.58
Target upsidei	N/A	+4.20%

Full DCF model for CRWD

Growth, profitability & risk

Growth, profitability & risk
Metric	CYBR	CRWD
Revenue growthi	N/A	25.80%
Earnings growthi	N/A	N/A
EPS growthi	N/A	N/A
FCF margini	N/A	+36.98%
Operating margini	N/A	-2.26%
Profit margini	N/A	0.83%
ROIC proxyi	N/A	1.46%
Return on equityi	N/A	1.46%
Dividend yieldi	N/A	N/A
Payout ratioi	N/A	0.00%
Dividend growth streaki	N/A	N/A
Betai	-0.10	1.23
Debt/equityi	N/A	15.96
Current ratioi	N/A	1.57
Quick ratioi	N/A	1.37

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

CYBR max drawdowniN/A

CRWD max drawdowni37.18%

CYBR max wkly dropiN/A

CRWD max wkly dropi18.46%

5Y risk snapshot

CYBR max drawdowniN/A

CRWD max drawdowni74.94%

CYBR max wkly dropiN/A

CRWD max wkly dropi74.83%

10Y risk snapshot

CYBR max drawdowniN/A

CRWD max drawdowni74.94%

CYBR max wkly dropiN/A

CRWD max wkly dropi74.83%

Performance metrics by period

Performance metrics by period
Period	Metric	CYBR	CRWD
1Y	Growthi	N/A	+120.61%
	CAGRi	N/A	+120.86%
	Volatilityi	N/A	55.73%
	Sharpe ratioi	N/A	1.62
	Sortino ratioi	N/A	2.76
	Max drawdowni	N/A	37.18%
	Current drawdowni	N/A	0.00%
	Avg drawdowni	N/A	12.00%
	Ulcer Indexi	N/A	15.61%
	Max daily dropi	N/A	9.85%
	Max wkly dropi	N/A	18.46%
5Y	Growthi	N/A	+281.58%
	CAGRi	N/A	+30.77%
	Volatilityi	N/A	437.57%
	Sharpe ratioi	N/A	1.14
	Sortino ratioi	N/A	4.32
	Max drawdowni	N/A	74.94%
	Current drawdowni	N/A	18.06%
	Avg drawdowni	N/A	47.90%
	Ulcer Indexi	N/A	52.06%
	Max daily dropi	N/A	74.75%
	Max wkly dropi	N/A	74.83%
10Y	Growthi	N/A	+1594.48%
	CAGRi	N/A	+47.61%
	Volatilityi	N/A	364.47%
	Sharpe ratioi	N/A	1.01
	Sortino ratioi	N/A	3.74
	Max drawdowni	N/A	74.94%
	Current drawdowni	N/A	18.06%
	Avg drawdowni	N/A	38.69%
	Ulcer Indexi	N/A	45.39%
	Max daily dropi	N/A	74.75%
	Max wkly dropi	N/A	74.83%

AI Prediction Signali

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Next 5 trading days

CYBR

+2.8%BUY

CRWD

+1.1%HOLD

Next 30 trading days

CYBR

+6.4%BUY

CRWD

+3.2%HOLD

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Business comparison

Business comparison
Category	CYBR	CRWD
Company	CyberArk Software Ltd.	CrowdStrike Holdings, Inc.
Sector	Technology	Technology
Industry	N/A	Software - Infrastructure
Core business	CyberArk is the global leader in privileged access management (PAM) and identity security, protecting credentials, secrets, and machine identities that attackers use to move laterally within breached environments. Its platform spans PAM (privileged credential vaulting), endpoint privilege security, secrets management for DevOps, and SaaS security. CyberArk's Identity Security Platform addresses the 'identity is the new perimeter' security architecture shift where most breaches involve compromised credentials rather than malware.	CrowdStrike is the dominant AI-powered endpoint detection and response and cloud security platform. The Falcon platform spans EDR, cloud security (CNAPP), identity protection, and log management. CrowdStrike's identity module (Falcon Identity Protection) competes with CyberArk in identity-based threat detection, though CrowdStrike focuses more on detection/response while CyberArk focuses on privileged access governance and prevention.
Investor focus	Investors track ARR growth, transition from perpetual license to SaaS subscription (improving revenue quality), identity security market expansion as machine identities multiply in cloud environments, and the acquisition integration of Venafi (machine identity management).	Investors track net new ARR, module adoption per customer, free cash flow margin, and customer renewal rate recovery after the July 2024 outage.

CYBR strengths

Dominant market position in privileged access management with near-monopoly at large financial services, government, and critical infrastructure customers
Machine identity management via Venafi acquisition addresses a rapidly growing attack surface as enterprises deploy thousands of cloud workloads and microservices
SaaS transition is progressing well — recurring subscription revenue growing as a percentage of total creates higher-quality earnings

CRWD strengths

Dominant endpoint security platform with 10+ security modules enabling broad platform consolidation by customers
AI threat graph processes massive telemetry to detect adversary behavior in real-time across the largest commercial Threat Intelligence network
Identity security module positions CrowdStrike to compete with CyberArk in detection-oriented identity protection

Risks to watch — CYBR

SaaS transition compresses near-term reported revenue as perpetual license revenue is replaced by ratable subscription revenue
CrowdStrike is expanding its Identity Security module to compete with CyberArk in the identity protection market
Microsoft Entra (identity platform) competes in some identity security categories within Microsoft-first enterprise environments

Risks to watch — CRWD

July 2024 outage created trust recovery challenges that SentinelOne and others are exploiting competitively
Identity module is CrowdStrike's expansion into CyberArk's domain — competitive overlap may intensify
Premium valuation requires sustained ARR growth above 20% as the platform matures at larger scale

Frequently asked questions

Both are excellent cybersecurity investments with different specializations. CyberArk's identity security moat is deep and defensible — PAM is one of the most entrenched security categories with the highest compliance requirements. CrowdStrike's platform is broader and more profitable. For investors who want identity security leadership, CyberArk is the purer play. For broader AI security platform exposure with profitability, CrowdStrike is the preferred choice.

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