CRWD vs CSCO vs RBRK Stock Comparison

CrowdStrike Holdings, Cisco Systems and Rubrik Prices as of Oct 29, 2026 Peers: Industry group
CSCO Cisco Systems, Inc.
$108.59 +1.5% 1M +52.2% 1Y
Market cap
$412.20B
P/E
31.1x
Revenue (TTM)
$63.33B
Div. yield
–
Networking Equipment Technology
7 wins
RBRK Rubrik, Inc.
$133.66 +16.5% 1M +85.8% 1Y
Market cap
$25.60B
P/E
–
Revenue (TTM)
$1.54B
Div. yield
–
Cybersecurity Software Technology
2 wins

Head to Head

11 decided of 12

Cisco Systems leads on 7 of the 12 questions below (Cisco Systems 7, Rubrik 2, CrowdStrike Holdings 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCRWDCSCORBRKLeader
Larger companyMarket capitalisation $255.01B $412.20B $25.60B CSCO
Cheaper on earningsLower P/E, profitable companies only 4,362x 31.1x -100.6x CSCO
Cheaper on forward earningsLower price / next fiscal year consensus EPS 196.4x 22.9x 252.2x CSCO
Faster revenue growthRevenue growth, trailing twelve months +24.3% +11.8% +42.4% RBRK
More profitableNet margin, trailing twelve months 1.1% 21.0% -16.5% CSCO
Better return on capitalReturn on invested capital -2.1% 15.9% — CSCO
Less leveragedLower net debt / EBITDA -6.5x 0.8x — CRWD
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -52.1% +52.2% +85.8% RBRK
Better 5-year returnAnnualised price return, 5 years -1.5%/yr +14.2%/yr — CSCO
Less volatileAnnualised volatility, 1 year 150.4% 35.5% 65.5% CSCO
Higher overall scoreMean of the five percentile scores vs peers 59/100 55/100 55/100 CRWD

Percentile Scorecard

CRWDCSCORBRK

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisCRWDCSCORBRK
Valuation 21 #98 of 124 33 #75 of 112 50 #63 of 124
Growth 88 #15 of 113 40 #65 of 108 92 #10 of 113
Profitability 68 #36 of 109 88 #13 of 104 57 #48 of 109
Financial Health 61 #50 of 127 30 #81 of 116 27 #93 of 127
Shareholder Returns 57 #28 of 63 81 #16 of 78 50 #32 of 63
Overall 59 55 55
  • CRWD ranked among 137 companies in Infrastructure Software
  • CSCO ranked among 121 companies in Computer Hardware
  • RBRK ranked among 137 companies in Infrastructure Software

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodCRWDCSCORBRKSPY
1 month -0.6%+1.5%+16.5% +0.7%
3 months +41.0%-4.4%+86.9% +3.7%
6 months -41.4%+18.7%+151.3% +7.1%
Year to date -44.3%+41.0%+74.8% +12.8%
1 year -52.1%+52.2%+85.8% +11.9%
3 years +49.6%+110.6%— +85.2%
3 years, per year +14.4%+28.2%— +22.8%
5 years -7.3%+94.0%— +67.6%
5 years, per year -1.5%+14.2%— +10.9%
10 years —+255.0%— +262.0%
10 years, per year —+13.5%— +13.7%

Risk

MeasureCRWDCSCORBRKSPY
Volatility, 1Y 150.4%35.5%65.5% 12.7%
Downside volatility, 1Y 208.4%37.1%59.0% 12.6%
Beta vs S&P 500, 1Y 1.701.101.67 1.00
Return / volatility, 1Y -0.351.471.31 0.94
Max drawdown, 5Y -77.1%-38.6%-56.1% -25.4%
From 52-week high -66.6%-16.5%-1.8% -1.2%
52-week high $782.17$130.00$136.14 $779.14
52-week low $179.38$71.04$43.81 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleCRWDCSCORBRK
P/E now vs peer median 4,554xmedian 39.0x 32.4xmedian 32.9x -108.3xmedian 39.0x
P/S now vs peer median 49.6xmedian 4.6x 6.8xmedian 2.9x 18.0xmedian 4.6x
EV/EBITDA now vs peer median 398.9xmedian 32.7x 24.7xmedian 20.0x -218.6xmedian 32.7x
P/FCF now vs peer median 166.2xmedian 27.4x 33.6xmedian 30.2x 91.1xmedian 27.4x
P/B now vs peer median 52.0xmedian 3.2x 8.5xmedian 2.9x -55.5xmedian 3.2x
PEG now vs peer median 122.58median 1.23 12.01median 1.08 —median 1.23

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsCRWDCSCORBRK
Revenue $5.40B $63.33B $1.54B
Gross profit $4.06B $40.86B $1.24B
Operating income -$119.49M $15.37B -$282.40M
Net income $77.40M $13.27B -$254.43M
Free cash flow $1.61B $12.77B $303.91M
R&D $1.56B $9.56B $440.96M
EPS (diluted) $0.06 $3.33 $-1.23
Cash & equivalents $5.01B $7.22B $416.17M
Total debt $2.98B $29.53B –
Shares (diluted) 1.04B 3.99B 206.10M
Enterprise value $235.42B $348.13B $18.82B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricCRWDCSCORBRK
P/E 4,554x 32.4x -108.3x
P/FCF 166.2x 33.6x 91.1x
P/Operating cash flow 132.6x 30.2x 82.2x
P/S 49.6x 6.8x 18.0x
P/B 52.0x 8.5x -55.5x
P/Tangible book 54.9x 10.0x -55.5x
EV/EBITDA 398.9x 24.7x -218.6x
EV/EBIT -2,202x 28.8x -91.9x
EV/Revenue 48.8x 7.0x 16.8x
EV/FCF 163.6x 34.6x 85.4x
EV/Operating cash flow 130.5x 31.2x 77.0x
PEG (3Y EPS CAGR) 122.58 12.01 –

Growth

14 metrics
MetricCRWDCSCORBRK
Revenue growth (1Y) 24.3% 11.8% 42.4%
Revenue CAGR (3Y) 26.9% 3.6% –
Gross profit growth (1Y) 26.2% 11.1% 46.6%
Gross profit CAGR (3Y) 27.6% 4.6% –
Operating income growth (1Y) 66.9% 30.7% 34.1%
Operating income CAGR (3Y) 7.9% 0.7% –
Net income growth (1Y) 127.3% 30.3% 42.7%
Net income CAGR (3Y) 41.4% 1.7% –
EPS growth (1Y) 120.0% 30.7% 45.8%
EPS CAGR (3Y) 37.2% 2.7% –
Operating cash flow growth (1Y) 45.2% -0.1% 59.7%
Operating cash flow CAGR (3Y) 23.8% -10.7% –
Free cash flow growth (1Y) 45.4% -3.9% 56.6%
Free cash flow CAGR (3Y) 24.1% -12.5% –

Profitability

14 metrics
MetricCRWDCSCORBRK
Gross margin 75.2% 64.5% 80.2%
EBITDA margin 12.2% 28.3% -7.7%
Operating margin -2.2% 24.3% -18.3%
Pretax margin 1.4% 25.3% -14.6%
Net margin 1.1% 21.0% -16.5%
FCF margin 29.8% 20.2% 19.7%
Operating cash flow margin 37.4% 22.4% 21.9%
Return on equity 1.6% 26.8% –
Return on assets 0.7% 10.4% -9.1%
Return on invested capital -2.1% 15.9% –
Return on capital employed -1.7% 17.9% -19.8%
Asset turnover 0.5x 0.5x 0.5x
Cash conversion (OCF / net income) 26.1x 1.1x -1.3x
Stock comp / revenue 23.1% 6.0% 22.2%

Financial Health

11 metrics
MetricCRWDCSCORBRK
Debt / assets 6.2% 22.8% –
Debt / equity 0.1x 0.6x –
Net debt / EBITDA -6.5x 0.8x –
Debt / FCF 0.5x 2.3x –
Liabilities / assets 57.3% 61.2% 117.5%
Equity / assets 42.7% 38.8% -17.5%
Interest coverage -4.5x 10.5x -65.0x
Current ratio 1.6x 0.9x 1.6x
Quick ratio 1.4x 0.6x 1.5x
Cash ratio 1.1x 0.4x 1.3x
Altman Z-score 23.82 4.11 3.94

Shareholder Returns

7 metrics
MetricCRWDCSCORBRK
Dividend yield – 1.5% –
Net buyback yield 0.0% 1.3% -0.1%
Shareholder yield 0.0% 2.9% -0.1%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusCRWDCSCORBRK
Forward P/E 196.4xFY2026 22.9xFY2027 252.2xFY2026
EPS, next fiscal year $1.33FY2026 $4.74FY2027 $0.53FY2026
EPS growth, next FY +43.0%FY2026 +9.5%FY2027 –
EPS growth, the year after +23.3% +20.7% +41.5%
Revenue, next fiscal year $6.28BFY2026 $74.93BFY2027 $1.78BFY2026
Revenue growth, next FY +30.5%FY2026 +18.3%FY2027 +34.8%FY2026
Revenue growth, the year after +22.3% +0.6% +12.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCRWDCSCORBRK
Held by institutions 77.4% 80.1% 63.1%
Institutions holding 2,434 4,047 573
Change in shares held, QoQ +12.2% +5.0% +12.3%
Institutions buying 1,375 1,847 405
Institutions selling 838 1,818 116
Buyers to sellers 1.64 1.02 3.49

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

CRWDCSCORBRK
CRWD 1.00 0.18 0.25
CSCO 0.18 1.00 0.16
RBRK 0.25 0.16 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CRWD, CSCO and RBRK?

Cisco Systems (CSCO) is the largest by market capitalisation: CrowdStrike Holdings (CRWD) $255.01B, Cisco Systems (CSCO) $412.20B, Rubrik (RBRK) $25.60B.

Which stock is cheaper, CRWD, CSCO and RBRK?

Cisco Systems (CSCO) trades on the lowest price-to-earnings ratio (CrowdStrike Holdings (CRWD) 4,362x, Cisco Systems (CSCO) 31.1x, Rubrik (RBRK) -100.6x). On next year's consensus earnings, Cisco Systems (CSCO) is cheapest (CrowdStrike Holdings (CRWD) 196.4x, Cisco Systems (CSCO) 22.9x, Rubrik (RBRK) 252.2x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Rubrik (RBRK) grew revenue fastest over the trailing twelve months: CrowdStrike Holdings (CRWD) +24.3%, Cisco Systems (CSCO) +11.8%, Rubrik (RBRK) +42.4%.

Which company is more profitable?

Cisco Systems (CSCO) has the highest net margin (CrowdStrike Holdings (CRWD) 1.1%, Cisco Systems (CSCO) 21.0%, Rubrik (RBRK) -16.5%). On return on invested capital, Cisco Systems (CSCO) leads (CrowdStrike Holdings (CRWD) -2.1%, Cisco Systems (CSCO) 15.9%).

Which stock has performed better?

Over the past year Rubrik (RBRK) returned the most: CrowdStrike Holdings (CRWD) -52.1%, Cisco Systems (CSCO) +52.2%, Rubrik (RBRK) +85.8%. Over five years, Cisco Systems (CSCO) compounded fastest (CrowdStrike Holdings (CRWD) -1.5%/yr, Cisco Systems (CSCO) +14.2%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Cisco Systems (CSCO) has been the steadiest (CrowdStrike Holdings (CRWD) 150.4%, Cisco Systems (CSCO) 35.5%, Rubrik (RBRK) 65.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CRWD, CSCO and RBRK?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Cisco Systems (CSCO) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.