CrowdStrike vs Gen Digital
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KIRAβs take AI analyst
I put CrowdStrike and Gen Digital side by side, using each oneβs latest annual report. Here is what stands out:
- Gen Digital is the larger business, with $5.0B of revenue in fiscal 2026 against $4.8B for CrowdStrike.
- Gen Digital grew revenue faster (27.1%, against 21.7%).
- Gen Digital kept more of each dollar of sales as operating profit (42.4% operating margin, against β6.1%).
- Gen Digital turned more of its sales into free cash flow (30.5% FCF margin, against 27.2%).
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
CrowdStrike
CRWD
1/9
5-year growth
Gen Digital
GEN
8/9
Revenue growthGross marginOperating marginNet marginFCF marginReturn on equityPiotroski F-scoreShare count change
Side by side
Best in the row
| Latest fiscal year | CRWD FY26 | GEN FY26 |
|---|---|---|
| Size | ||
| Market cap | $273.5B | $14.7B |
| Revenue | $4.8B | $5.0B |
| Free cash flow | $1.3B | $1.5B |
| Net income | β$163M | $973M |
| Growth | ||
| Revenue growth | 21.7% | 27.1% |
| 5-year growth | 40.6% | 14.4% |
| Share count change | 2.4% | β0.8% |
| Profitability | ||
| Gross margin | 74.7% | 78.5% |
| Operating margin | β6.1% | 42.4% |
| Net margin | β3.4% | 19.5% |
| FCF margin | 27.2% | 30.5% |
| Return on capital | β | 13.7% |
| Return on equity | β4.2% | 39.9% |
| Balance sheet | ||
| Net debt | β$4.5B | $7.8B |
| Net debt / EBITDA | β | 3.0x |
| Dividends and buybacks | $0.0M | $946M |
| Valuation & quality | ||
| P/E | β | 14.3x |
| Piotroski F-score | 4 | 7 |
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.