Comparing CrowdStrike Holdings With Industry Competitors In Software Industry
Portfolio Pulse from Benzinga Insights
The article provides a comprehensive comparison of CrowdStrike Holdings (NASDAQ:CRWD) with its major competitors in the Software industry. Key financial metrics such as P/E, P/B, P/S ratios, ROE, EBITDA, gross profit, and revenue growth are analyzed. CrowdStrike shows high valuation ratios and strong revenue growth but lower profitability metrics compared to industry averages.
June 03, 2024 | 3:00 pm
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NEUTRAL IMPACT
CrowdStrike Holdings (NASDAQ:CRWD) is trading at a premium with high P/E, P/B, and P/S ratios. Despite strong revenue growth, the company shows lower profitability metrics such as ROE, EBITDA, and gross profit compared to industry averages.
The high valuation ratios suggest that investors have high expectations for CrowdStrike's future performance. However, the lower profitability metrics indicate potential challenges in converting revenue growth into profits. This mixed performance may result in a neutral short-term impact on the stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEUTRAL IMPACT
ServiceNow Inc (NYSE:NOW) shows a balanced performance with moderate valuation ratios and strong revenue growth. The company's profitability metrics are lower compared to some peers.
ServiceNow's balanced performance with moderate valuation ratios and strong revenue growth suggests a stable financial position. This may result in a neutral short-term impact on the stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Microsoft Corp (NASDAQ:MSFT) shows strong profitability metrics with a lower P/E ratio compared to CrowdStrike. The company has a higher ROE and EBITDA, indicating efficient use of equity and strong profitability.
Microsoft's strong profitability metrics and lower valuation ratios compared to CrowdStrike suggest a more favorable financial position. This could positively impact Microsoft's stock price in the short term.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 50
POSITIVE IMPACT
Oracle Corp (NYSE:ORCL) has a high ROE and EBITDA, indicating strong profitability. The company's P/B ratio is significantly higher than the industry average, suggesting a premium valuation.
Oracle's strong profitability metrics and premium valuation suggest investor confidence in the company's financial health. This could positively impact Oracle's stock price in the short term.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 50
POSITIVE IMPACT
Palo Alto Networks Inc (NYSE:PANW) shows strong profitability with a moderate P/E ratio. The company's revenue growth is lower compared to CrowdStrike but still above the industry average.
Palo Alto Networks' strong profitability and moderate valuation ratios suggest a favorable financial position. This could positively impact the company's stock price in the short term.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 50