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CRWD vs NET

Side-by-side comparison of CrowdStrike Holdings Inc. (CRWD) and Cloudflare Inc. (NET): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both CRWD and NET operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
  • CRWD is the larger of the two at $190.29B, about 2.0x NET ($93.79B).
  • Over the past year, CRWD is up 62.2% and NET is up 55.3% - CRWD leads by 6.8 points.
  • CRWD has been more active in the news (44 items in the past 4 weeks vs 19 for NET).
  • Both have 25 recent analyst ratings on file.
PerformanceCRWD+62.17%NET+55.32%
2025-06-04+0.00%2026-06-03
MetricCRWDNET
Company
CrowdStrike Holdings Inc.
Cloudflare Inc.
Price
$747.02-2.84%
$265.48-2.59%
Market cap
$190.29B
$93.79B
1M return
+59.20%
+18.43%
1Y return
+62.17%
+55.32%
Industry
Computer Software: Prepackaged Software
Computer Software: Prepackaged Software
Exchange
NASDAQ
NYSE
IPO
2019
2019
News (4w)
44
19
Recent ratings
25
25
CRWD

CrowdStrike Holdings Inc.

CrowdStrike Holdings, Inc. provides cloud-delivered solutions for endpoint and cloud workload protection in the United States, Australia, Germany, India, Israel, Romania, and the United Kingdom. It offers 19 cloud modules on its Falcon platform through a software as a service subscription-based model that covers various security markets, such as corporate workload security, security and vulnerability management, managed security services, IT operations management, threat intelligence services, identity protection, and log management. The company primarily sells its platform and cloud modules through its direct sales team. CrowdStrike Holdings, Inc. was incorporated in 2011 and is headquartered in Sunnyvale, California.

NET

Cloudflare Inc.

CloudFlare, Inc. operates a cloud platform that delivers a range of network services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and Internet of Things (IoT) devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery, intelligent routing, and mobile software development kit, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, and always online solutions that enhances Internet experience and allows customers to run their digital operations efficiently. Further, the company provides Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to Cloudflare's network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it offers developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, and analytics; Consumer DNS Resolver, a consumer application to browse the Internet; and Consumer VPN for consumers designed to secure and accelerate traffic on mobile devices. The company serves customers in technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. It has a strategic agreement with Baidu, Inc. and JD Cloud & AI. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.

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