CrowdStrike 对比 Fortinet
可添加、更换或移除公司，最多四家。
简而言之
- Fortinet 规模更大:2025 财年营收 $6.8B，CrowdStrike 为 $4.8B。
- CrowdStrike 营收增长更快(21.7%，对方为 14.2%)。
- Fortinet 每一美元销售额中留下的营业利润更多(营业利润率 30.7%，对方为 −6.1%)。
- Fortinet 将更多销售额转化为自由现金流(自由现金流利润率 32.7%，对方为 27.2%)。
| 最近财年 | CRWD · FY26 | FTNT · FY25 |
|---|---|---|
| 规模 | ||
| 市值 | $269.0B | $133.2B |
| 营收 | $4.8B | $6.8B |
| 自由现金流 | $1.3B | $2.2B |
| 净利润 | −$163M | $1.9B |
| 增长 | ||
| 营收增长 | 21.7% | 14.2% |
| 5年增长率 | 40.6% | 21.3% |
| 股数变化 | 2.4% | −1.0% |
| 盈利能力 | ||
| 毛利率 | 74.7% | 80.5% |
| 营业利润率 | −6.1% | 30.7% |
| 净利率 | −3.4% | 27.3% |
| 自由现金流利润率 | 27.2% | 32.7% |
| 资本回报率 | — | — |
| 股本回报率 | −4.2% | 135.7% |
| 资产负债表 | ||
| 净债务 | −$4.5B | −$2.6B |
| 净债务 / EBITDA | — | −1.2x |
| 股息与回购 | $0.0M | $2.3B |
| 估值与质量 | ||
| 市盈率 | — | 63.6x |
| Piotroski F 分数 | 4 | 5 |
FY17
CRWD —
FTNT $1.5B
FY18
CRWD $119M
FTNT $1.8B
FY19
CRWD $250M
FTNT $2.2B
FY20
CRWD $481M
FTNT $2.6B
FY21
CRWD $874M
FTNT $3.3B
FY22
CRWD $1.5B
FTNT $4.4B
FY23
CRWD $2.2B
FTNT $5.3B
FY24
CRWD $3.1B
FTNT $6.0B
FY25
CRWD $4.0B
FTNT $6.8B
FY26
CRWD $4.8B
FTNT —
CRWD
FTNT
FY17
CRWD —
FTNT 7.3%
FY18
CRWD −110.7%
FTNT 13.0%
FY19
CRWD −54.8%
FTNT 16.2%
FY20
CRWD −30.3%
FTNT 20.5%
FY21
CRWD −10.6%
FTNT 19.5%
FY22
CRWD −9.8%
FTNT 22.0%
FY23
CRWD −8.5%
FTNT 23.4%
FY24
CRWD −0.6%
FTNT 30.3%
FY25
CRWD −2.9%
FTNT 30.7%
FY26
CRWD −6.1%
FTNT —
CRWD
FTNT
FY17
CRWD —
FTNT $459M
FY18
CRWD −$81.7M
FTNT $586M
FY19
CRWD −$58.8M
FTNT $716M
FY20
CRWD $19.8M
FTNT $958M
FY21
CRWD $304M
FTNT $1.2B
FY22
CRWD $463M
FTNT $1.4B
FY23
CRWD $706M
FTNT $1.7B
FY24
CRWD $990M
FTNT $1.9B
FY25
CRWD $1.1B
FTNT $2.2B
FY26
CRWD $1.3B
FTNT —
CRWD
FTNT
FY17
CRWD —
FTNT —
FY18
CRWD —
FTNT —
FY19
CRWD —
FTNT —
FY20
CRWD —
FTNT —
FY21
CRWD —
FTNT —
FY22
CRWD —
FTNT —
FY23
CRWD —
FTNT —
FY24
CRWD —
FTNT —
FY25
CRWD —
FTNT —
FY26
CRWD —
FTNT —
CRWD
FTNT
各公司最近一个财年的数据；各公司财年结束月份不同。在越高(或越低)明显越好的行中，突出显示最佳值。不构成投资建议。