Compare · CRWD vs NET
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 $199.09B, about 2.1x NET ($95.73B).
- Over the past year, CRWD is up 63.3% and NET is up 59.5% - CRWD leads by 3.8 points.
- CRWD has been more active in the news (36 items in the past 4 weeks vs 15 for NET).
- Both have 25 recent analyst ratings on file.
- Company
- CrowdStrike Holdings Inc.
- Cloudflare Inc.
- Price
- $781.36+6.88%
- $270.77+11.98%
- Market cap
- $199.09B
- $95.73B
- 1M return
- +75.36%
- +32.12%
- 1Y return
- +63.29%
- +59.53%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NASDAQ
- NYSE
- IPO
- 2019
- 2019
- News (4w)
- 36
- 15
- Recent ratings
- 25
- 25
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.
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.
Latest CRWD
- PRESIDENT AND CEO Kurtz George sold $1,421,423 worth of shares (1,967 units at $722.63), decreasing direct ownership by 0.09% to 2,147,022 units (SEC Form 4)
- PRESIDENT AND CEO Kurtz George sold $1,486,491 worth of shares (2,193 units at $677.83), decreasing direct ownership by 0.10% to 2,148,989 units (SEC Form 4)
- PRESIDENT AND CEO Kurtz George sold $2,165,165 worth of shares (3,340 units at $648.25), decreasing direct ownership by 0.16% to 2,151,182 units (SEC Form 4)
- CrowdStrike Named a Leader in the 2026 Gartner® Magic Quadrant™ for Endpoint Protection for Seventh Consecutive Time
- A Microcap Just Staked a Claim in the AI Agent Security Land Grab
- CrowdStrike Expands Project QuiltWorks with Cyber Insurance Industry Leaders to Combat Financial Exposure to Frontier AI Risk
- PRESIDENT AND CEO Kurtz George sold $26,398 worth of shares (39 units at $676.87), decreasing direct ownership by 0.00% to 2,154,522 units (SEC Form 4)
- PRESIDENT AND CEO Kurtz George sold $3,314,785 worth of shares (4,961 units at $668.17), decreasing direct ownership by 0.23% to 2,154,561 units (SEC Form 4)
- CrowdStrike Named the Leader and Fast Mover in the 2026 GigaOm Radar Report for Identity Threat Detection and Response (ITDR)
- Director Gandhi Sameer K sold $1,829,181 worth of shares (2,817 units at $649.34) as part of a pre-agreed trading plan (SEC Form 4)
Latest NET
- SEC Form 144 filed by Cloudflare Inc.
- SEC Form PRE 14A filed by Cloudflare Inc.
- President and Board Co-Chair Zatlyn Michelle converted options into 76,923 shares and sold $18,330,473 worth of shares (86,362 units at $212.25) as part of a pre-agreed trading plan (SEC Form 4)
- CEO & Board Co-Chair Prince Matthew converted options into 157,152 shares and sold $32,606,962 worth of shares (157,152 units at $207.49) as part of a pre-agreed trading plan (SEC Form 4)
- Scalable Media and Digital Transformation Spending Surges as IT Infrastructure Market Targets Trillion-Dollar Expansion
- JLens Flags Cloudflare's Failure to Prevent Its Services from Being Used by Websites that Spread Graphic Violence, Extremism, and Foreign Terrorist Content, Citing ADL Report
- Chief Financial Officer Seifert Thomas J covered exercise/tax liability with 9,667 shares, converted options into 10,000 shares and sold $2,006,068 worth of shares (10,000 units at $200.61) as part of a pre-agreed trading plan, decreasing direct ownership by 4% to 212,014 units (SEC Form 4)
- Chief Accounting Officer Riley Janel exercised 3,333 shares at a strike of $67.79, covered exercise/tax liability with 4,134 shares and sold $1,329,381 worth of shares (6,814 units at $195.10) as part of a pre-agreed trading plan, decreasing direct ownership by 13% to 49,163 units (SEC Form 4)
- Chief Legal Officer Starzak Alissa Michelle covered exercise/tax liability with 3,769 shares, decreasing direct ownership by 3% to 124,637 units (SEC Form 4)
- President and Board Co-Chair Zatlyn Michelle covered exercise/tax liability with 23,158 shares, decreasing direct ownership by 6% to 360,807 units (SEC Form 4)