CrowdStrike vs Zscaler
CRWD and ZS side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CRWD and ZS compare
CrowdStrike is the larger company, worth 6.6 times as much as Zscaler ($256B against $38.8B).
Zscaler grew revenue faster over the last twelve months (25.4% versus 24.3% for CrowdStrike).
CrowdStrike keeps more of each dollar of sales as profit, with a net margin of 1.1% compared with −1.9% at Zscaler.
CrowdStrike scores higher on the StockData Score (12 against 10 for Zscaler), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CRWD | ZS |
|---|---|---|
| Size and price | ||
| Market cap | $256B | $38.8B |
| Share price | $250.43 | $237.83 |
| Change, 1 year | 83.6% | −25.9% |
| Change, 5 years | 266% | −29.7% |
| Beta (5Y) | 1.69 | 1.79 |
| Employees | 11K | 8,700 |
| StockData Score | ||
| Total score | 12 (better) | 10 |
| Valuation score | 0 | 0 |
| Growth score | 4 (better) | 3 |
| Performance score | 3 (better) | 2 |
| Health score | 5 | 5 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 4007× | – |
| P/S | 47.5× | 11.6× (better) |
| P/B | 50.3× | 14.9× (better) |
| EV/EBITDA | – | 2478× |
| P/FCF | 159× | 45.5× (better) |
| FCF yield | 0.63% | 2.2% (better) |
| Growth | ||
| Revenue growth (TTM) | 24.3% | 25.4% (better) |
| Revenue growth, 5Y average | 40.6% (better) | 37.9% |
| Profitability | ||
| Gross margin | 75.2% | 76.8% (better) |
| Operating margin | −2.2% (better) | −4.0% |
| Net margin | 1.1% (better) | −1.9% |
| FCF margin | 29.8% (better) | 25.4% |
| Return on equity | 1.3% (better) | −2.9% |
| Return on invested capital | −65.8% | −19.5% (better) |
| Financial health | ||
| Debt / equity | 0.15 (better) | 0.00 |
| Interest coverage | −4.5× (better) | −11.3× |
| Current ratio | 1.57 | 1.70 (better) |
| Altman Z-score | 22.87 (better) | 4.88 |
| Piotroski F-score | 4 (better) | 3 |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 75.4% | 50.9% |
| Held by insiders | 3.3% | 18.9% |
| Insider net buying, 12 months | −$641M | −$16.7M (better) |
| Short interest, % of float | 2.6% | 4.4% |
Go deeper
- CRWD stock overview
- CRWD income statement
- CRWD valuation and score
- ZS stock overview
- ZS income statement
- ZS valuation and score
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- CRWD vs SSNC
- EPAM vs ZS
- NET vs ZS
- OKTA vs ZS
- VRSN vs ZS
For information only, not investment advice. Check the source filings before relying on any figure.