CrowdStrike (CRWD) vs Cloudflare (NET)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
CrowdStrike (CRWD) has outperformed Cloudflare (NET) over the past year, gaining 106.3% versus a gain of 55.4%. Over five years, CRWD leads with a +285.2% price change compared with +103.9% for NET. CrowdStrike is the larger company by market cap ($269.31 billion vs $121.74 billion), about 2.2 times the size, while Cloudflare is growing revenue faster (+29.8% vs +21.7%).
On valuation, CrowdStrike trades at a lower forward P/E (163.8x vs 204.0x for Cloudflare). CrowdStrike converts more of its revenue into profit, with a net margin of -3.4% versus -4.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CRWD | NET |
|---|---|---|
| Share price | $263.01 | $341.89 |
| Market cap | $269.31B | $121.74B |
| 1-day change | -0.92% | -0.31% |
| YTD return | +124.43% | +73.42% |
| 1-year return | +106.30% | +55.40% |
| 5-year return | +285.21% | +103.88% |
| Forward P/E | 163.78 | 203.97 |
| EPS (TTM) | $0.05 | $-0.58 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $4.81B | $2.17B |
| Revenue growth (YoY) | +21.71% | +29.85% |
| Net income (latest FY) | $-162.50M | $-102.27M |
| Gross margin | 74.67% | 74.51% |
| Operating margin | -6.10% | -9.56% |
| Net margin | -3.38% | -4.72% |
| 52-week high | $286.99 | $370.35 |
| 52-week low | $85.68 | $158.83 |
| Distance from 52-week high | -8.36% | -7.68% |
| Analyst consensus | buy | buy |
| Avg. price target upside | -9.60% | -0.64% |
| Average volume | 9.61M | 3.32M |
| Shares outstanding | 1.02B | 322.62M |
| Employees | 11,706 | 5,156 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | Computer Software: Prepackaged Software |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- CrowdStrike is about 2.2 times larger than Cloudflare by market value ($269.31B vs $121.74B).
- CRWD has outperformed NET by 50.9 percentage points over the past year.
- Cloudflare grew revenue faster in its latest fiscal year (+29.85% vs +21.71%).
About CrowdStrike
CRWD stock →CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Technology · Computer Software: Prepackaged Software · 11,706 employees
About Cloudflare
NET stock →Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide.
Technology · Computer Software: Prepackaged Software · 5,156 employees
CRWD vs NET FAQ
Which is bigger, CrowdStrike or Cloudflare?
CrowdStrike (CRWD) is larger, with a market capitalization of $269.31B compared with $121.74B for Cloudflare (NET).
Which stock has performed better over the past year, CRWD or NET?
CRWD returned +106.30% over the past 12 months, compared with +55.40% for NET (price return, excluding dividends). Past performance does not predict future results.
Are CrowdStrike and Cloudflare in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.