Cybersecurity: Falcon Cloud Endpoint vs Next-Gen Firewall

CRWD vs FTNT: Head-to-Head Comparison

Comparing quantitative economic moats, Forward P/E multiples, balance sheet liquidity, and institutional 13F whale conviction.

👑 Higher Moat Score
CRW
CRWD 🇺🇸
CrowdStrike Holdings, Inc.
$218.40
+0.00%
MOAT SCORE ⚡ 88.0/100
View Full 12-Point CRWD Audit →
VS
FTN
FTNT 🇺🇸
Fortinet, Inc.
$166.00
+0.00%
MOAT SCORE ⚡ 84.0/100
View Full 12-Point FTNT Audit →

📊 Quantitative Fundamental Matchup

Fundamental Metric CRWD (CrowdStrike Holdings, Inc.) FTNT (Fortinet, Inc.) Advantage
Moat Score™ (0-100) ⚡ 88.0 ⚡ 84.0 CRWD (+4.0 pts)
Market Capitalization $223.6B $121.8B -
Forward P/E Ratio 176.9x 48.1x FTNT (Cheaper Multiple)
Trailing P/E Ratio 4368.0x 58.7x -
Gross Profit Margin 75.2% 80.2% FTNT (Higher Pricing Power)
YoY Revenue Growth +25.8% +25.6% CRWD
Free Cash Flow $2.0B $2.3B -
Superinvestor 13F Backing None Tracked None Tracked -

🏆 The MoatPicks Verdict: CRWD Wins on Fundamentals

Based on our 12-point quantitative audit, CRWD (CrowdStrike Holdings, Inc.) achieves an overall Moat Score of 88.0/100 compared to 84.0/100 for FTNT. CRWD demonstrates superior capital allocation efficiency, wider gross margins, and stronger defensive economic moat characteristics in the Cybersecurity sector.

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