CrowdStrike Holdings, Inc. (CRWD) vs Cloudflare, Inc. (NET)
A side-by-side comparison of CrowdStrike Holdings, Inc. and Cloudflare, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 14, 2026. Differences are shown without an overall score or investment verdict.
CRWD
CrowdStrike Holdings, Inc.
$216.95TechnologyDelayed quote: Aug 14, 2026, 4:00 PM EDT
NET
Cloudflare, Inc.
$315.67TechnologyDelayed quote: Aug 14, 2026, 3:59 PM EDT
Total return — CRWD vs NET
growth of $100 · dividends reinvested · last 7yCRWD +1194.7% (+44.2%/yr)NET +1737.9% (+51.6%/yr)NET compounded faster over this window
CRWD NET
CRWD vs NET: by the numbers
- •CRWD is the larger company ($220.91B vs $112.04B market cap).
- •Both run net losses; CRWD's is the smaller (-0.48% vs -8.21% net margin).
- •CRWD grew revenue faster over the past five years (38.52% vs 36.49% CAGR).
Metrics side by side
Valuation
| Metric | CRWD | NET |
|---|---|---|
| Forward P/E | 242.92 | 276.28 |
| P/S ratio | 45.67 | 46.66 |
| P/B ratio | 50.20 | 72.36 |
| EV / EBITDA | 2157.78 | N/A |
| FCF yield | 0.62% | 0.39% |
Profitability
| Metric | CRWD | NET |
|---|---|---|
| Gross margin | 75.03% | 72.58% |
| Operating margin | -3.91% | -14.11% |
| Net margin | -0.48% | -8.21% |
| ROE | -0.53% | -12.73% |
| ROIC | -4.24% | -4.10% |
Growth (annualized)
| Metric | CRWD | NET |
|---|---|---|
| Revenue CAGR (5Y) | 38.52% | 36.49% |
| FCF CAGR (5Y) | 35.07% | N/A |
| Total return CAGR (5Y) | 29.91% | 22.13% |
Frequently asked
- Which has grown faster, CRWD or NET?
- Over the past five years, CRWD grew revenue faster — CRWD at a 38.52% CAGR versus NET at 36.49%.
- How have CRWD and NET total returns compared?
- Over the past 5 years, CRWD delivered 29.91% and NET delivered 22.13% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
CrowdStrike ROECloudflare ROECrowdStrike operating marginCloudflare operating marginCrowdStrike revenue growthCloudflare revenue growthCrowdStrike free cash flowCloudflare free cash flow
CrowdStrike & Cloudflare appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 14, 2026.