LIVE
S
SentinelOne, Inc. · Technology
$15.02
-14.95% this month
VERSUS
⟷
COMPARE
CRWD
CrowdStrike Holdings, Inc. · Technology
$684.86
+11.02% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
S
2
CRWD
2
Comparison scoreboard
MIXED SETUPAI Score
S 23.4
CRWD ✓50.8
1Y Return
S -14.71%
CRWD ✓+39.19%
Fwd P/E
S ✓30.37
CRWD 109.25
Target Up.
S ✓+27.54%
CRWD +4.33%
Op. Margin
S N/A
CRWD -2.21%
Metrics last refreshed: 6/20/2026
Quick take
S vs CRWD Stock Comparison: AI Score, Valuation, Performance and Upside
SentinelOne and CrowdStrike are the two leading pure-play AI cybersecurity platform companies, both offering next-generation EDR and XDR capabilities that have displaced legacy antivirus vendors. CrowdStrike is significantly larger, more profitable, and has the deepest Threat Intelligence network effects; SentinelOne is smaller with a newer platform, on-device AI differentiation, and is growing toward profitability from a smaller base.
S vs CRWD is a comparison between the established AI security platform leader (CrowdStrike) and the fast-growing AI-native challenger with on-device inference architecture (SentinelOne) — CrowdStrike wins on scale, profitability, and threat intelligence depth, while SentinelOne offers higher growth rates and potentially better architectural fit for offline or latency-sensitive environments.
Live analysis · updated 6/20/2026
S and CRWD are closely matched — they split the tracked metrics evenly. CRWD has delivered stronger 1-year price return (+39.19% vs -14.71%), though S trades at the lower forward P/E (30.37x vs 109.25x). Analyst consensus implies meaningfully more upside for S (+27.54%) than for CRWD (+4.33%).
Normalized 1Y performance
S
CRWD
Recent returns
S
CRWD
Analyst price targets & sentiment
S · 32 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.8/5.0)
Price target range
analyst low$15.00
analyst high$26.00
analyst mean$19.16
current price$15.02
+27.5% upside to analyst mean
CRWD · 47 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.9/5.0)
Price target range
analyst low$321.00
analyst mean$712.37
current price$684.86
+4.3% upside to analyst mean
Who should consider this stock?
S may suit investors who:
- →prefer a faster-growing AI-native EDR company with on-device AI models enabling autonomous offline threat response
- →value the Singularity Data Lake as a potential SIEM/security analytics platform alternative to Splunk
- →want higher percentage revenue growth than CrowdStrike from a smaller ARR base
- →are comfortable with pre-GAAP-profitability status and higher sales expenses while SentinelOne pushes toward scale
CRWD may suit investors who:
- →prefer the dominant AI cybersecurity platform with the largest Threat Intelligence network and 10+ module Falcon platform
- →value CrowdStrike's platform consolidation strategy and strong net dollar retention from cross-module expansion
- →want a profitable, high-free-cash-flow cybersecurity leader with proven large-enterprise customer relationships
- →are comfortable with the July 2024 outage recovery period and trust restoration process with customers
Performance & AI score
| Metric | S | CRWD |
|---|---|---|
| AI score | 23.4 | 50.8 |
| AI rank | #3589 | #415 |
| Latest close | $15.02 | $684.86 |
| 1M return | -14.95% | +11.02% |
| 6M return | +3.73% | +45.71% |
| 1Y return | -14.71% | +39.19% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | S | CRWD |
|---|---|---|
| 1Y ago | $8.53K (-14.7%) started 2025-06-18 | $14.12K (+41.2%) started 2025-06-18 |
| 5Y ago | $3.53K (-64.7%) started 2021-06-30 | $28.81K (+188.1%) started 2021-06-21 |
| 10Y ago | $3.53K (-64.7%) started 2021-06-30 | $118.08K (+1080.8%) started 2019-06-12 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | S | CRWD |
|---|---|---|
| Market cap | $5.15B | $173.82B |
| Trailing P/E | N/A | N/A |
| Forward P/E | 30.37 | 109.25 |
| Price/Sales | 4.91 | 28.23 |
| EV/Revenue | 4.29 | 33.40 |
| Analyst target | $19.16 | $712.37 |
| Target upside | +27.54% | +4.33% |
Growth, profitability & risk
| Metric | S | CRWD |
|---|---|---|
| Revenue growth | 20.80% | 25.60% |
| Earnings growth | N/A | N/A |
| EPS growth | N/A | N/A |
| FCF margin | +25.59% | +37.81% |
| Operating margin | N/A | -2.21% |
| Profit margin | -30.39% | -0.60% |
| ROIC proxy | -21.36% | -0.25% |
| Return on equity | -21.36% | -0.25% |
| Dividend yield | 0.00% | N/A |
| Beta | 0.83 | 1.24 |
| Debt/equity | N/A | 17.57 |
| Current ratio | 1.44 | 1.53 |
| Quick ratio | 1.25 | 1.33 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
S max drawdown39.64%
CRWD max drawdown37.18%
S max wkly drop14.26%
CRWD max wkly drop18.46%
5Y risk snapshot
S max drawdown84.35%
CRWD max drawdown67.69%
S max wkly drop40.12%
CRWD max wkly drop31.43%
10Y risk snapshot
S max drawdown84.35%
CRWD max drawdown67.69%
S max wkly drop40.12%
CRWD max wkly drop32.37%
Performance metrics by period
| Period | Metric | S | CRWD |
|---|---|---|---|
| 1Y | Growth | -14.71% | +41.16% |
| CAGR | -14.72% | +41.23% | |
| Sharpe ratio | -0.19 | 0.89 | |
| Max drawdown | 39.64% | 37.18% | |
| Max daily drop | 14.44% | 9.85% | |
| Max wkly drop | 14.26% | 18.46% | |
| 5Y | Growth | -64.66% | +188.14% |
| CAGR | -18.90% | +23.61% | |
| Sharpe ratio | -0.08 | 0.58 | |
| Max drawdown | 84.35% | 67.69% | |
| Max daily drop | 35.14% | 14.75% | |
| Max wkly drop | 40.12% | 31.43% | |
| 10Y | Growth | -64.66% | +1080.79% |
| CAGR | -18.90% | +42.16% | |
| Sharpe ratio | -0.08 | 0.83 | |
| Max drawdown | 84.35% | 67.69% | |
| Max daily drop | 35.14% | 16.54% | |
| Max wkly drop | 40.12% | 32.37% |
Business comparison
| Category | S | CRWD |
|---|---|---|
| Company | SentinelOne, Inc. | CrowdStrike Holdings, Inc. |
| Sector | Technology | Technology |
| Industry | N/A | Software - Infrastructure |
| Core business | SentinelOne provides AI-powered endpoint detection and response (EDR), extended detection and response (XDR), and cloud security through its Singularity platform. Unlike CrowdStrike, SentinelOne's agent uses on-device AI models that can detect and respond to threats autonomously without requiring cloud connectivity for each decision. Its data platform (Singularity Data Lake) also positions SentinelOne as a security data analytics competitor to Splunk. SentinelOne is growing toward profitability from a smaller revenue base than CrowdStrike. | CrowdStrike provides cloud-native AI security across endpoint protection, cloud security, identity security, and threat intelligence through the Falcon platform. Its lightweight Falcon agent collects telemetry and processes it in CrowdStrike's cloud using AI threat graphs to detect adversary behavior in real-time. With $3B+ in ARR, CrowdStrike is the dominant pure-play cybersecurity platform and is expanding from EDR into cloud security (CNAPP), identity protection, and log management (Humio). A high-profile software update outage in July 2024 caused global IT disruptions and created near-term headwinds. |
| Investor focus | Investors track ARR growth rate, platform module adoption (cloud security, identity, data lake), net dollar retention rate (indicating expansion within existing customers), and the timeline to GAAP profitability. | Investors focus on ARR growth recovery post-July 2024 outage, net new ARR as an indicator of forward growth, module adoption per customer (platform consolidation), and free cash flow margin as the business scales toward 30%+. |
S strengths
- →On-device AI inference allows faster threat response without latency from cloud API calls
- →Singularity Data Lake positions SentinelOne as a security analytics platform competing with SIEM vendors
- →Lower cost structure relative to revenue allows for aggressive pricing in competitive deals to take share from legacy AV vendors
CRWD strengths
- →Dominant enterprise EDR platform with the largest Threat Intelligence database in the industry
- →Falcon platform's 10+ module architecture drives strong cross-sell expansion within existing customers
- →Cloud-native, single-agent architecture enables rapid deployment and update capability superior to legacy AV vendors
Risks to watch — S
- →CrowdStrike is significantly larger and has more customer lock-in from its AI security platform and Threat Intelligence services
- →Sales and marketing expenses remain very high relative to revenue as SentinelOne pushes toward profitability
- →CrowdStrike's Falcon platform and Microsoft Defender both compete directly in the enterprise EDR market
Risks to watch — CRWD
- →July 2024 Falcon update outage caused massive global IT disruptions — customer trust and renewal rates are recovering but the brand impact was significant
- →Microsoft Defender and SentinelOne are both competing for new logos at lower price points in the enterprise EDR market
- →Customer concentration in large enterprises means any slowdown in enterprise security spending disproportionately impacts net new ARR
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