Side by sidePalo Alto Networks (PANW) and CrowdStrike (CRWD)Memos of October 12, 2026
Palo Alto Networks vs CrowdStrike stock: side by side (October 2026)
How do Palo Alto Networks and CrowdStrike compare?
| Palo Alto Networks PANW | CrowdStrike CRWD | |
|---|---|---|
| Revenue growth | 24.5%Jul 2026 | 21.7%Jan 2026 |
| Operating margin | 6.1%Jul 2026 | -6.1%Jan 2026 |
| Free cash flow | 4,113US$ millions · Jul 2026 | 1,241,490US$ thousands · Jan 2026 |
| Free cash flow yield | 1.2%Today (Oct 12, 2026) | 0.4%Today (Oct 12, 2026) |
| Dividend yield | 0.0%Today (Oct 12, 2026) | 0.0%Today (Oct 12, 2026) |
| P/E, last 12 months | 821.1xToday (Oct 12, 2026) | 5500.8xToday (Oct 12, 2026) |
| P/E, next 12 months | 86.1xToday (Oct 12, 2026) | 172.1xToday (Oct 12, 2026) |
| Weighted price forecast, about 1 year | 230.62 (-45 %)October 2027 | 67.95 (-75 %)October 2027 |
| Weighted price forecast, about 3 years | 280.57 (-33 %)October 2029 | 81.96 (-70 %)October 2029 |
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Who leads on what?
| Leads | The lead is | |
|---|---|---|
| Revenue growth | Palo Alto Networks | The higher figure |
| Operating margin | Palo Alto Networks | The higher figure |
| Free cash flow | — | The higher figure |
| Free cash flow yield | Palo Alto Networks | The higher figure |
| Dividend yield | — | The higher figure |
| P/E, last 12 months | Palo Alto Networks | The lower figure |
| P/E, next 12 months | Palo Alto Networks | The lower figure |
| Weighted price forecast, about 1 year | Palo Alto Networks | The higher weighted return |
| Weighted price forecast, about 3 years | Palo Alto Networks | The higher weighted return |
What does each company do?
Palo Alto Networks protects organizations with firewalls that check traffic and block unauthorized access, cloud-delivered access, cloud and endpoint security, identity tools, and security-operations software.
Palo Alto Networks (PANW), from our memo of October 12, 2026 · Palo Alto Networks stock forecast
CrowdStrike sells Falcon cybersecurity subscriptions and expert services to businesses and public agencies, often through resellers and managed security providers—outside firms that monitor and manage cybersecurity.
CrowdStrike (CRWD), from our memo of October 12, 2026 · CrowdStrike stock forecast
Read the full Palo Alto Networks memoRead the full CrowdStrike memoYour first report is free · no card
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