CRWD vs FFIV vs AXON Stock Comparison

CrowdStrike Holdings, F5 and Axon Enterprise Prices as of Oct 29, 2026 Peers: Industry group
FFIV F5, Inc.
$363.46 -17.0% 1M +40.5% 1Y
Market cap
$19.17B
P/E
26.6x
Revenue (TTM)
—
Div. yield
–
Cybersecurity Software Technology
4 wins
AXON Axon Enterprise, Inc.
$438.05 +4.4% 1M -42.3% 1Y
Market cap
$34.46B
P/E
172.9x
Revenue (TTM)
$3.22B
Div. yield
–
Cybersecurity Software Technology
4 wins

Head to Head

11 decided of 12

F5 leads on 4 of the 12 questions below (F5 4, Axon Enterprise 4, CrowdStrike Holdings 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCRWDFFIVAXONLeader
Larger companyMarket capitalisation $255.01B $19.17B $34.46B CRWD
Cheaper on earningsLower P/E, profitable companies only 4,362x 26.6x 172.9x FFIV
Cheaper on forward earningsLower price / next fiscal year consensus EPS 196.4x 21.3x 55.1x FFIV
Faster revenue growthRevenue growth, trailing twelve months +24.3% — +34.6% AXON
More profitableNet margin, trailing twelve months 1.1% — 6.2% AXON
Better return on capitalReturn on invested capital -2.1% — 0.4% AXON
Less leveragedLower net debt / EBITDA -6.5x — 7.9x CRWD
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -52.1% +40.5% -42.3% FFIV
Better 5-year returnAnnualised price return, 5 years -1.5%/yr +11.5%/yr +19.5%/yr AXON
Less volatileAnnualised volatility, 1 year 150.4% 41.0% 61.6% FFIV
Higher overall scoreMean of the five percentile scores vs peers 59/100 — 48/100 CRWD

Percentile Scorecard

CRWDFFIVAXON

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

AxisCRWDFFIVAXON
Valuation 21 #98 of 124 73 #34 of 124 40 #75 of 124
Growth 88 #15 of 113 38 #70 of 113 55 #51 of 113
Profitability 68 #36 of 109 – 60 #44 of 109
Financial Health 61 #50 of 127 – 36 #82 of 127
Shareholder Returns 57 #28 of 63 – –
Overall 59 – 48
  • CRWD ranked among 137 companies in Infrastructure Software
  • FFIV ranked among 137 companies in Infrastructure Software
  • AXON ranked among 137 companies in Infrastructure Software

Price Performance

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

Returns

PeriodCRWDFFIVAXONSPY
1 month -0.6%-17.0%+4.4% +0.7%
3 months +41.0%-6.5%-16.6% +3.7%
6 months -41.4%+12.2%+9.0% +7.1%
Year to date -44.3%+42.4%-22.9% +12.8%
1 year -52.1%+40.5%-42.3% +11.9%
3 years +49.6%+143.6%+117.1% +85.2%
3 years, per year +14.4%+34.6%+29.5% +22.8%
5 years -7.3%+72.1%+143.4% +67.6%
5 years, per year -1.5%+11.5%+19.5% +10.9%
10 years —+169.9%+1,849.5% +262.0%
10 years, per year —+10.4%+34.6% +13.7%

Risk

MeasureCRWDFFIVAXONSPY
Volatility, 1Y 150.4%41.0%61.6% 12.7%
Downside volatility, 1Y 208.4%46.6%61.6% 12.6%
Beta vs S&P 500, 1Y 1.701.051.54 1.00
Return / volatility, 1Y -0.350.99-0.69 0.94
Max drawdown, 5Y -77.1%-47.4%-60.3% -25.4%
From 52-week high -66.6%-24.3%-42.3% -1.2%
52-week high $782.17$479.83$759.44 $779.14
52-week low $179.38$223.99$345.94 $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.

MultipleCRWDFFIVAXON
P/E now vs peer median 4,554xmedian 39.0x 28.6xmedian 39.0x 177.1xmedian 39.0x
P/S now vs peer median 49.6xmedian 4.6x 7.5xmedian 4.6x 11.1xmedian 4.6x
EV/EBITDA now vs peer median 398.9xmedian 32.7x —median 32.7x 275.2xmedian 32.7x
P/FCF now vs peer median 166.2xmedian 27.4x 25.7xmedian 27.4x 267.2xmedian 27.4x
P/B now vs peer median 52.0xmedian 3.2x 5.2xmedian 3.2x 9.7xmedian 3.2x
PEG now vs peer median 122.58median 1.23 1.18median 1.23 7.73median 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 monthsCRWDFFIVAXON
Revenue $5.40B – $3.22B
Gross profit $4.06B $2.80B $1.91B
Operating income -$119.49M $818.22M $23.77M
Net income $77.40M $722.15M $199.30M
Free cash flow $1.61B – $133.19M
R&D $1.56B $621.42M $768.36M
EPS (diluted) $0.06 $12.55 $2.41
Cash & equivalents $5.01B $1.59B $597.70M
Total debt $2.98B – $1.73B
Shares (diluted) 1.04B 57.55M 82.54M
Enterprise value $235.42B $19.17B $28.98B

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
MetricCRWDFFIVAXON
P/E 4,554x 28.6x 177.1x
P/FCF 166.2x 25.7x 267.2x
P/Operating cash flow 132.6x 21.5x 133.9x
P/S 49.6x 7.5x 11.1x
P/B 52.0x 5.2x 9.7x
P/Tangible book 54.9x 5.2x 10.5x
EV/EBITDA 398.9x – 275.2x
EV/EBIT -2,202x – 1,541x
EV/Revenue 48.8x – 11.4x
EV/FCF 163.6x – 275.1x
EV/Operating cash flow 130.5x 21.5x 137.9x
PEG (3Y EPS CAGR) 122.58 1.18 7.73

Growth

14 metrics
MetricCRWDFFIVAXON
Revenue growth (1Y) 24.3% – 34.6%
Revenue CAGR (3Y) 26.9% – 33.2%
Gross profit growth (1Y) 26.2% 11.3% 32.2%
Gross profit CAGR (3Y) 27.6% 8.0% 32.0%
Operating income growth (1Y) 66.9% 6.8% 1,682%
Operating income CAGR (3Y) 7.9% 20.1% -40.2%
Net income growth (1Y) 127.3% 4.3% -38.9%
Net income CAGR (3Y) 41.4% 22.3% 26.5%
EPS growth (1Y) 120.0% 6.4% -39.3%
EPS CAGR (3Y) 37.2% 24.2% 22.9%
Operating cash flow growth (1Y) 45.2% 1.0% -3.5%
Operating cash flow CAGR (3Y) 23.8% 13.7% 18.8%
Free cash flow growth (1Y) 45.4% – -24.5%
Free cash flow CAGR (3Y) 24.1% – 6.3%

Profitability

14 metrics
MetricCRWDFFIVAXON
Gross margin 75.2% – 59.4%
EBITDA margin 12.2% – 4.1%
Operating margin -2.2% – 0.7%
Pretax margin 1.4% – 5.7%
Net margin 1.1% – 6.2%
FCF margin 29.8% – 4.1%
Operating cash flow margin 37.4% – 8.3%
Return on equity 1.6% – 5.5%
Return on assets 0.7% – 2.7%
Return on invested capital -2.1% – 0.4%
Return on capital employed -1.7% – 0.4%
Asset turnover 0.5x – 0.4x
Cash conversion (OCF / net income) 26.1x 1.3x 1.3x
Stock comp / revenue 23.1% – 19.7%

Financial Health

11 metrics
MetricCRWDFFIVAXON
Debt / assets 6.2% – 23.1%
Debt / equity 0.1x – 0.5x
Net debt / EBITDA -6.5x – 7.9x
Debt / FCF 0.5x – 13.0x
Liabilities / assets 57.3% – 50.9%
Equity / assets 42.7% 56.7% 49.1%
Interest coverage -4.5x – 0.2x
Current ratio 1.6x 1.7x 2.1x
Quick ratio 1.4x – 1.6x
Cash ratio 1.1x – 0.5x
Altman Z-score 23.82 – 6.52

Shareholder Returns

7 metrics
MetricCRWDFFIVAXON
Dividend yield – – –
Net buyback yield 0.0% – –
Shareholder yield 0.0% – –
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.

ConsensusCRWDFFIVAXON
Forward P/E 196.4xFY2026 21.3xFY2027 55.1xFY2026
EPS, next fiscal year $1.33FY2026 $17.06FY2027 $7.95FY2026
EPS growth, next FY +43.0%FY2026 +34.0%FY2027 +16.1%FY2026
EPS growth, the year after +23.3% +14.3% +29.2%
Revenue, next fiscal year $6.28BFY2026 $3.52BFY2026 $3.57BFY2026
Revenue growth, next FY +30.5%FY2026 +13.8%FY2026 +28.3%FY2026
Revenue growth, the year after +22.3% +6.4% +41.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCRWDFFIVAXON
Held by institutions 77.4% 96.6% 88.7%
Institutions holding 2,434 832 1,119
Change in shares held, QoQ +12.2% -2.6% +8.0%
Institutions buying 1,375 484 668
Institutions selling 838 240 324
Buyers to sellers 1.64 2.02 2.06

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.

CRWDFFIVAXON
CRWD 1.00 0.22 0.12
FFIV 0.22 1.00 0.12
AXON 0.12 0.12 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CRWD, FFIV and AXON?

CrowdStrike Holdings (CRWD) is the largest by market capitalisation: CrowdStrike Holdings (CRWD) $255.01B, F5 (FFIV) $19.17B, Axon Enterprise (AXON) $34.46B.

Which stock is cheaper, CRWD, FFIV and AXON?

F5 (FFIV) trades on the lowest price-to-earnings ratio (CrowdStrike Holdings (CRWD) 4,362x, F5 (FFIV) 26.6x, Axon Enterprise (AXON) 172.9x). On next year's consensus earnings, F5 (FFIV) is cheapest (CrowdStrike Holdings (CRWD) 196.4x, F5 (FFIV) 21.3x, Axon Enterprise (AXON) 55.1x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Axon Enterprise (AXON) grew revenue fastest over the trailing twelve months: CrowdStrike Holdings (CRWD) +24.3%, Axon Enterprise (AXON) +34.6%.

Which company is more profitable?

Axon Enterprise (AXON) has the highest net margin (CrowdStrike Holdings (CRWD) 1.1%, Axon Enterprise (AXON) 6.2%). On return on invested capital, Axon Enterprise (AXON) leads (CrowdStrike Holdings (CRWD) -2.1%, Axon Enterprise (AXON) 0.4%).

Which stock has performed better?

Over the past year F5 (FFIV) returned the most: CrowdStrike Holdings (CRWD) -52.1%, F5 (FFIV) +40.5%, Axon Enterprise (AXON) -42.3%. Over five years, Axon Enterprise (AXON) compounded fastest (CrowdStrike Holdings (CRWD) -1.5%/yr, F5 (FFIV) +11.5%/yr, Axon Enterprise (AXON) +19.5%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, F5 (FFIV) has been the steadiest (CrowdStrike Holdings (CRWD) 150.4%, F5 (FFIV) 41.0%, Axon Enterprise (AXON) 61.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CRWD, FFIV and AXON?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, F5 (FFIV) leads on 4. 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.