Falcon Cloud EDR Cybersecurity vs Network Platformization
CRWD vs PANW: 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.
$218.4
+0.0%
MOAT SCORE
⚡ 85.0/100
VS
PAN
PANW 🇺🇸
Palo Alto Networks, Inc.
$371.59
+0.0%
MOAT SCORE
⚡ 85.0/100
📊 Quantitative Fundamental Matchup
| Fundamental Metric | CRWD (CrowdStrike Holdings, Inc.) | PANW (Palo Alto Networks, Inc.) | Advantage |
|---|---|---|---|
| Moat Score™ (0-100) | ⚡ 85.0 | ⚡ 85.0 | CRWD (+0.0 pts) |
| Market Capitalization | $223.6B | $302.8B | - |
| Forward P/E Ratio | 176.9x | 98.4x | PANW (Cheaper Multiple) |
| Trailing P/E Ratio | 4368.0x | 323.1x | - |
| Gross Profit Margin | 75.2% | 72.0% | CRWD (Higher Pricing Power) |
| YoY Revenue Growth | +25.8% | +31.1% | PANW |
| Free Cash Flow | $2.0B | $3.6B | - |
| Superinvestor 13F Backing | None Tracked | None Tracked | PANW |
🏆 The MoatPicks Verdict: CRWD Wins on Fundamentals
Based on our 12-point quantitative audit, CRWD (CrowdStrike Holdings, Inc.) achieves an overall Moat Score of 85.0/100 compared to 85.0/100 for PANW. CRWD demonstrates superior capital allocation efficiency and wider defensive moat characteristics in the Technology sector.
Find All 100+ Top-Ranked Moat Compounders
Get real-time 3-hour price updates, 13F whale transaction alerts, and complete 12-point fundamental breakdowns.
Unlock MoatPicks PRO →