CrowdStrike
CRWD · Systems Software
$257.57
8.3%Nutanix
NTNX · Systems Software
$70.58
1.5%The short version
- CrowdStrike is the larger business, with $4.8B of revenue in fiscal 2026 against $2.9B for Nutanix, about 1.7 times as much.
- CrowdStrike grew revenue faster (21.7%, against 12.4%).
- Nutanix kept more of each dollar of sales as operating profit (9.6% operating margin, against −6.1% operating margin).
- Nutanix turned more of its sales into free cash flow (29.5% FCF margin, against 27.2% FCF margin).
| Latest fiscal year | CRWD · FY26 | NTNX · FY26 |
|---|---|---|
| Size | ||
| Market cap | $269.0B | — |
| Revenue | $4.8B | $2.9B |
| Free cash flow | $1.3B | $841M |
| Net income | −$163M | $1.5B |
| Growth | ||
| Revenue growth | 21.7% | 12.4% |
| 5-year growth | 40.6% | 15.4% |
| Share count change | 2.4% | — |
| Profitability | ||
| Gross margin | 74.7% | 86.8% |
| Operating margin | −6.1% | 9.6% |
| Net margin | −3.4% | 52.8% |
| FCF margin | 27.2% | 29.5% |
| Return on capital | — | — |
| Return on equity | −4.2% | — |
| Balance sheet | ||
| Net debt | −$4.5B | −$1.0B |
| Net debt / EBITDA | — | −2.9x |
| Dividends and buybacks | $0.0M | $484M |
| Valuation & quality | ||
| P/E | — | — |
| Piotroski F-score | 4 | — |
FY17
CRWD —
NTNX $846M
FY18
CRWD $119M
NTNX $1.2B
FY19
CRWD $250M
NTNX $1.2B
FY20
CRWD $481M
NTNX $1.3B
FY21
CRWD $874M
NTNX $1.4B
FY22
CRWD $1.5B
NTNX $1.6B
FY23
CRWD $2.2B
NTNX $1.9B
FY24
CRWD $3.1B
NTNX $2.1B
FY25
CRWD $4.0B
NTNX $2.5B
FY26
CRWD $4.8B
NTNX $2.9B
CRWD
NTNX
FY17
CRWD —
NTNX −41.2%
FY18
CRWD −110.7%
NTNX −24.3%
FY19
CRWD −54.8%
NTNX −48.4%
FY20
CRWD −30.3%
NTNX −63.4%
FY21
CRWD −10.6%
NTNX −47.5%
FY22
CRWD −9.8%
NTNX −29.0%
FY23
CRWD −8.5%
NTNX −11.1%
FY24
CRWD −0.6%
NTNX 0.4%
FY25
CRWD −2.9%
NTNX 6.8%
FY26
CRWD −6.1%
NTNX 9.6%
CRWD
NTNX
FY17
CRWD —
NTNX −$35.4M
FY18
CRWD −$81.7M
NTNX $30.2M
FY19
CRWD −$58.8M
NTNX −$76.3M
FY20
CRWD $19.8M
NTNX −$249M
FY21
CRWD $304M
NTNX −$158M
FY22
CRWD $463M
NTNX $18.5M
FY23
CRWD $706M
NTNX $207M
FY24
CRWD $990M
NTNX $598M
FY25
CRWD $1.1B
NTNX $750M
FY26
CRWD $1.3B
NTNX $841M
CRWD
NTNX
FY17
CRWD —
NTNX —
FY18
CRWD —
NTNX —
FY19
CRWD —
NTNX —
FY20
CRWD —
NTNX —
FY21
CRWD —
NTNX —
FY22
CRWD —
NTNX —
FY23
CRWD —
NTNX —
FY24
CRWD —
NTNX —
FY25
CRWD —
NTNX —
FY26
CRWD —
NTNX —
CRWD
NTNX
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.