CRWD vs. IBM: CrowdStrike vs. IBM Stock Comparison
How do CrowdStrike (CRWD) and IBM (IBM) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
CrowdStrike (CRWD) and IBM (IBM) both fall under the Software & Services industry group, but CRWD is classified in Software while IBM is classified in IT Services.
| Profile Item | CRWD | IBM |
|---|---|---|
| Name | CrowdStrike Holdings, Inc. | International Business Machines Corporation |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | IT Services |
| GICS Sub-Industry | Systems Software | IT Consulting & Other Services |
| Market Capitalization | 194.64 billion USD | 197.85 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | June 12, 2019 | January 2, 1962 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CRWD | IBM |
|---|---|---|
| Total Return (1Y) | 58.77% | -24.17% |
| Total Return (3Y, Annualized) | 71.76% | 18.62% |
| Total Return (5Y, Annualized) | 24.70% | 13.64% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CRWD | IBM |
|---|---|---|
| Volatility (1Y, Annualized) | 47.67% | 48.37% |
| Beta (5Y) | 1.24 | 0.70 |
| Max Drawdown (5Y) | -67.69% | -36.06% |
| Avg. Volume (3M) | 12.34M | 10.96M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CRWD | IBM |
|---|---|---|
| Sharpe Ratio (1Y) | 1.15 | -0.58 |
| Sortino Ratio (1Y) | 1.77 | -0.74 |
Profitability
ROE (TTM)
CrowdStrike (CRWD) reports a negative ROE of -0.25%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile IBM (IBM) reports 35.77%, ranking against industry peers normally.
CRWD
Software & Services industry group
-0.25%
- Max
- 53.38%
- Q3
- 16.62%
- Median
- 5.48%
- CRWD
- -0.25%
- Q1
- -12.77%
- Min
- -55.27%
IBM
Software & Services industry group
35.77%
- Max
- 53.38%
- IBM
- 35.77%
- Q3
- 16.62%
- Median
- 5.48%
- Q1
- -12.77%
- Min
- -55.27%
Net Margin (TTM)
CrowdStrike (CRWD) reports a negative net margin of -0.60%, usually indicating a net loss over the period. Meanwhile IBM (IBM) reports 15.61%, ranking against industry peers normally.
CRWD
Software & Services industry group
-0.60%
- Max
- 44.20%
- Q3
- 15.06%
- Median
- 3.70%
- CRWD
- -0.60%
- Q1
- -5.19%
- Min
- -34.99%
IBM
Software & Services industry group
15.61%
- Max
- 44.20%
- IBM
- 15.61%
- Q3
- 15.06%
- Median
- 3.70%
- Q1
- -5.19%
- Min
- -34.99%
Operating Margin (TTM)
CrowdStrike (CRWD) reports a negative operating margin of -2.21%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile IBM (IBM) reports 13.81%, ranking against industry peers normally.
CRWD
Software & Services industry group
-2.21%
- Max
- 46.97%
- Q3
- 16.51%
- Median
- 5.70%
- CRWD
- -2.21%
- Q1
- -9.95%
- Min
- -43.35%
IBM
Software & Services industry group
13.81%
- Max
- 46.97%
- Q3
- 16.51%
- IBM
- 13.81%
- Median
- 5.70%
- Q1
- -9.95%
- Min
- -43.35%
Profitability Metrics
| Metric | CRWD | IBM |
|---|---|---|
| ROE (TTM) | -0.25% | 35.77% |
| ROA (TTM) | -1.00% | 5.39% |
| Net Margin (TTM) | -0.60% | 15.61% |
| Operating Margin (TTM) | -2.21% | 13.81% |
| Gross Margin (TTM) | 75.14% | 58.36% |
Growth
Revenue Growth
Both CrowdStrike (CRWD) at 21.71% and IBM (IBM) at 7.62% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Only one side can be read here: IBM (IBM) reports EPS growth of 73.72%, ranked against its industry; CrowdStrike (CRWD) has no EPS growth figure this period.
Growth Metrics
| Metric | CRWD | IBM |
|---|---|---|
| Revenue Growth (YoY) | 21.71% | 7.62% |
| Revenue Growth (3Y CAGR) | 29.01% | 3.72% |
| EPS Growth (YoY) | -- | 73.72% |
| EPS Growth (3Y CAGR) | -- | 83.76% |
Financial Strength
Current Ratio (MRQ)
CrowdStrike (CRWD) at 1.53 keeps current ratio within its industry’s typical mid-range, while IBM (IBM) at 0.80 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for IBM.
CRWD
Software & Services industry group
1.53
- Max
- 5.55
- Q3
- 2.88
- Median
- 1.70
- CRWD
- 1.53
- Q1
- 1.06
- Min
- 0.03
IBM
Software & Services industry group
0.80
- Max
- 5.55
- Q3
- 2.88
- Median
- 1.70
- Q1
- 1.06
- IBM
- 0.80
- Min
- 0.03
Debt / Equity (MRQ)
CrowdStrike (CRWD) at 0.18 carries an industry-typical debt-to-equity mix, while IBM (IBM) at 2.11 uses more debt funding than most peers.
CRWD
Software & Services industry group
0.18
- Max
- 2.62
- Q3
- 1.10
- Median
- 0.31
- CRWD
- 0.18
- Q1
- 0.06
- Min
- 0.00
IBM
Software & Services industry group
2.11
- Max
- 2.62
- IBM
- 2.11
- Q3
- 1.10
- Median
- 0.31
- Q1
- 0.06
- Min
- 0.00
Financial Strength Metrics
| Metric | CRWD | IBM |
|---|---|---|
| Current Ratio (MRQ) | 1.53 | 0.80 |
| Debt / Equity (MRQ) | 0.18 | 2.11 |
| Net Debt / EBITDA | -62.90 | 3.48 |
Dividends
Dividend Yield (TTM)
CrowdStrike (CRWD) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile IBM (IBM) reports a yield of 3.15%, ranking against industry peers normally.
CRWD
Software & Services industry group
0.00%
- CRWD
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
IBM
Software & Services industry group
3.15%
- IBM
- 3.15%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
CrowdStrike (CRWD) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile IBM (IBM) reports a payout of 59.47%, ranking against industry peers normally.
CRWD
Software & Services industry group
0.00%
- CRWD
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
IBM
Software & Services industry group
59.47%
- IBM
- 59.47%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CRWD | IBM |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 3.15% |
| Dividend Payout Ratio (TTM) | 0.00% | 59.47% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: IBM (IBM) trades at 18.83 times trailing earnings, ranked against its peers, while CrowdStrike (CRWD) has no P/E ratio this period.
CRWD
Software & Services industry group
--
- Max
- 122.10
- Q3
- 63.18
- Median
- 31.83
- Q1
- 16.77
- Min
- 0.43
- CRWD
- --
IBM
Software & Services industry group
18.83
- Max
- 122.10
- Q3
- 63.18
- Median
- 31.83
- IBM
- 18.83
- Q1
- 16.77
- Min
- 0.43
P/S Ratio (TTM)
IBM (IBM) at 2.87 prices around its industry’s typical P/S ratio, while CrowdStrike (CRWD) at 38.21 clears its benchmark range — CRWD looks notably rich on sales.
CRWD
Software & Services industry group
38.21
- CRWD
- 38.21
- Max
- 18.71
- Q3
- 8.98
- Median
- 4.08
- Q1
- 2.15
- Min
- 0.02
IBM
Software & Services industry group
2.87
- Max
- 18.71
- Q3
- 8.98
- Median
- 4.08
- IBM
- 2.87
- Q1
- 2.15
- Min
- 0.02
P/B Ratio (MRQ)
IBM (IBM) at 6.00 sits near its industry’s typical P/B ratio, while CrowdStrike (CRWD) at 42.00 prices above its benchmark range — CRWD looks rich relative to book.
CRWD
Software & Services industry group
42.00
- CRWD
- 42.00
- Max
- 16.97
- Q3
- 8.89
- Median
- 4.00
- Q1
- 1.93
- Min
- -8.32
IBM
Software & Services industry group
6.00
- Max
- 16.97
- Q3
- 8.89
- IBM
- 6.00
- Median
- 4.00
- Q1
- 1.93
- Min
- -8.32
Valuation Metrics
| Metric | CRWD | IBM |
|---|---|---|
| P/E Ratio (TTM) | -- | 18.83 |
| P/S Ratio (TTM) | 38.21 | 2.87 |
| P/B Ratio (MRQ) | 42.00 | 6.00 |
| Free Cash Flow Yield (TTM) | 0.99% | 6.63% |