InvestMoat

CrowdStrike vs Palo Alto

Palo Alto is cheaper. So why does CrowdStrike win?

CrowdStrike edges it, 71 to 69, on growth.

Palo Alto wins on valuation, but CrowdStrike's lead on growth counts for more.

CRWD · Software

CrowdStrike Holdings

…

HoldFull analysis

PANW · Software

Palo Alto Networks

…

HoldFull analysis

CRWD

PANW

Composite
71
(higher)
69
Moat
71
71
Growth
89
(higher)
78
Valuation
57
61
(higher)

CRWD

PANW

Bear
$140
$250
Base
$195
$340
Bull
$275
$440
Upside to base
—
—

CRWD

PANW

Revenue CAGR, 3–5 yr
22–26%
15–19%

CRWD

PANW

Proprietary Data
Intact
Intact
Regulatory Lock-In
Intact
Intact
Network Effects
Intact
Intact
Transaction Embedding
Strong
Strong
System of Record
Intact
Intact
Scale Economics
N/A
N/A
Brand & Pricing Power
N/A
N/A

CRWD

PANW

Learned Interfaces
Intact
Intact
Business Logic
Intact
Intact
Public Data Access
Weakened
Intact (higher)
Talent Scarcity
Intact
Intact
Bundling
Strong
Strong

Shaded cells mark the higher score or stronger moat on each row. Valuation and composite use the live price when it is available, the same as each stock page.

Which is the better stock, CrowdStrike or Palo Alto?

CrowdStrike edges it, 71 to 69, on growth. Palo Alto wins on valuation, but CrowdStrike's lead on growth counts for more. Our rating: CrowdStrike Hold, Palo Alto Hold.

Does CrowdStrike or Palo Alto have the wider moat?

Both score 71 on moat. Palo Alto is rated stronger on public data access.

Which is growing faster, CrowdStrike or Palo Alto?

CrowdStrike scores 89 on growth to Palo Alto's 78. We expect CrowdStrike to grow 22–26% a year, Palo Alto 15–19%.

Is CrowdStrike or Palo Alto cheaper right now?

Palo Alto scores 61 on valuation to CrowdStrike's 57. In our base case, Palo Alto has less downside: −6% vs −14%.

Scores in the answers use the price each valuation was last struck at; the table above updates with the live price. Not investment advice.