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).

brimindinvest.com / compare / cybr-vs-crwdLIVE

CYBR

CyberArk Software Ltd. · Technology

N/A

N/A this month

VERSUS

⟷

COMPARE

CRWD

CrowdStrike Holdings, Inc. · Technology

$684.86

+11.02% this month

Scoreboard verdict

Across AI score, momentum, valuation, upside, operating margin

CYBR

0

CRWD

0

MIXED SETUP

Comparison scoreboard

MIXED SETUP

AI Score

CYBR N/A

CRWD 50.8

1Y Return

CYBR N/A

CRWD +39.19%

Fwd P/E

CYBR N/A

CRWD 109.25

Target Up.

CYBR N/A

CRWD +4.33%

Op. Margin

CYBR N/A

CRWD -2.21%

Metrics last refreshed: 6/20/2026

Quick take

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

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 6/20/2026

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

Normalized 1Y performance

CYBR

CRWD

Not enough data to chart yet.

Recent returns

CYBR

CRWD

Analyst price targets & sentiment

CYBR

Price target data unavailable

N/A

CRWD · 47 analysts

STRONG BUYHOLDSTRONG SELL

Buy (1.9/5.0)

Price target range

analyst low$321.00
analyst mean$712.37
current price$684.86

+4.3% 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

Metric	CYBR	CRWD
AI score	N/A	50.8
AI rank	N/A	#415
Latest close	N/A	$684.86
1M return	N/A	+11.02%
6M return	N/A	+45.71%
1Y return	N/A	+39.19%

$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	CYBR	CRWD
1Y ago	N/A	$14.12K (+41.2%) started 2025-06-18
5Y ago	N/A	$28.81K (+188.1%) started 2021-06-21
10Y ago	N/A	$118.08K (+1080.8%) started 2019-06-12

Hypothetical — past performance does not guarantee future results.

Valuation & upside potential

Metric	CYBR	CRWD
Market cap	N/A	$173.82B
Trailing P/E	N/A	N/A
Forward P/E	N/A	109.25
Price/Sales	15.16	28.23
EV/Revenue	N/A	33.40
Analyst target	N/A	$712.37
Target upside	N/A	+4.33%

Growth, profitability & risk

Metric	CYBR	CRWD
Revenue growth	N/A	25.60%
Earnings growth	N/A	N/A
EPS growth	N/A	N/A
FCF margin	N/A	+37.81%
Operating margin	N/A	-2.21%
Profit margin	N/A	-0.60%
ROIC proxy	N/A	-0.25%
Return on equity	N/A	-0.25%
Dividend yield	N/A	N/A
Beta	-0.19	1.24
Debt/equity	N/A	17.57
Current ratio	N/A	1.53
Quick ratio	N/A	1.33

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 drawdownN/A

CRWD max drawdown37.18%

CYBR max wkly dropN/A

CRWD max wkly drop18.46%

5Y risk snapshot

CYBR max drawdownN/A

CRWD max drawdown67.69%

CYBR max wkly dropN/A

CRWD max wkly drop31.43%

10Y risk snapshot

CYBR max drawdownN/A

CRWD max drawdown67.69%

CYBR max wkly dropN/A

CRWD max wkly drop32.37%

Performance metrics by period

Period	Metric	CYBR	CRWD
1Y	Growth	N/A	+41.16%
	CAGR	N/A	+41.23%
	Sharpe ratio	N/A	0.89
	Max drawdown	N/A	37.18%
	Max daily drop	N/A	9.85%
	Max wkly drop	N/A	18.46%
5Y	Growth	N/A	+188.14%
	CAGR	N/A	+23.61%
	Sharpe ratio	N/A	0.58
	Max drawdown	N/A	67.69%
	Max daily drop	N/A	14.75%
	Max wkly drop	N/A	31.43%
10Y	Growth	N/A	+1080.79%
	CAGR	N/A	+42.16%
	Sharpe ratio	N/A	0.83
	Max drawdown	N/A	67.69%
	Max daily drop	N/A	16.54%
	Max wkly drop	N/A	32.37%

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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