CrowdStrike vs Nutanix
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KIRAβs take AI analyst
I put CrowdStrike and Nutanix side by side, using each oneβs latest annual report. Here is what stands out:
- 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 β6.1%).
- Nutanix turned more of its sales into free cash flow (29.5% FCF margin, against 27.2%).
Who comes out ahead
Of the 6 measures where higher (or lower) is clearly better, how many each company leads.
CrowdStrike
CRWD
2/6
Revenue growth5-year growth
Nutanix
NTNX
4/6
Gross marginOperating marginNet marginFCF margin
Side by side
Best in the row
| Latest fiscal year | CRWD FY26 | NTNX FY26 |
|---|---|---|
| Size | ||
| Market cap | $273.5B | β |
| Revenue | $4.8B | $2.9B |
| Free cash flow | $1.3B | $841M |
| Net income | β$163M | $1.5B |
| Growth | ||
| Revenue growth | 21.7% | 12.4% |
| 5-year growth | 40.6% | 15.4% |
| Share count change | 2.4% | β |
| Profitability | ||
| Gross margin | 74.7% | 86.8% |
| Operating margin | β6.1% | 9.6% |
| Net margin | β3.4% | 52.8% |
| FCF margin | 27.2% | 29.5% |
| Return on capital | β | β |
| Return on equity | β4.2% | β |
| Balance sheet | ||
| Net debt | β$4.5B | β$1.0B |
| Net debt / EBITDA | β | β2.9x |
| Dividends and buybacks | $0.0M | $484M |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | 4 | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.