CRWD vs. SHOP: CrowdStrike vs. Shopify Stock Comparison
How do CrowdStrike (CRWD) and Shopify (SHOP) 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 Shopify (SHOP) both fall under the Software & Services industry group, but CRWD is classified in Software while SHOP is classified in IT Services.
| Profile Item | CRWD | SHOP |
|---|---|---|
| Name | CrowdStrike Holdings, Inc. | Shopify Inc. |
| Country/Region | United States | Canada |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | IT Services |
| GICS Sub-Industry | Systems Software | Internet Services & Infrastructure |
| Market Capitalization | 269.31 billion USD | 232.57 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | June 12, 2019 | May 20, 2015 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CRWD | SHOP |
|---|---|---|
| Total Return (1Y) | 106.33% | 16.04% |
| Total Return (3Y, Annualized) | 78.11% | 51.23% |
| Total Return (5Y, Annualized) | 31.15% | 4.97% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Shopify (SHOP) carries a highly aggressive beta of 2.68, indicating much higher sensitivity to broad-market moves, whereas CrowdStrike (CRWD) is closer to market-like at 1.17 — a noticeable difference in market-sensitivity profile.
| Metric | CRWD | SHOP |
|---|---|---|
| Volatility (1Y, Annualized) | 55.11% | 58.56% |
| Beta (5Y) | 1.17 | 2.68 |
| Max Drawdown (5Y) | -67.69% | -84.82% |
| Avg. Volume (3M) | 9.42M | 9.43M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CRWD | SHOP |
|---|---|---|
| Sharpe Ratio (1Y) | 1.85 | 0.20 |
| Sortino Ratio (1Y) | 3.07 | 0.29 |
Profitability
ROE (TTM)
Both CrowdStrike (CRWD) at 1.46% and Shopify (SHOP) at 15.54% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
CRWD
Software & Services industry group
1.46%
- Max
- 62.27%
- Q3
- 18.32%
- Median
- 5.48%
- CRWD
- 1.46%
- Q1
- -13.62%
- Min
- -59.77%
SHOP
Software & Services industry group
15.54%
- Max
- 62.27%
- Q3
- 18.32%
- SHOP
- 15.54%
- Median
- 5.48%
- Q1
- -13.62%
- Min
- -59.77%
Net Margin (TTM)
Both CrowdStrike (CRWD) at 0.83% and Shopify (SHOP) at 14.53% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
CRWD
Software & Services industry group
0.83%
- Max
- 41.43%
- Q3
- 14.96%
- Median
- 4.26%
- CRWD
- 0.83%
- Q1
- -5.85%
- Min
- -30.95%
SHOP
Software & Services industry group
14.53%
- Max
- 41.43%
- Q3
- 14.96%
- SHOP
- 14.53%
- Median
- 4.26%
- Q1
- -5.85%
- Min
- -30.95%
Operating Margin (TTM)
CrowdStrike (CRWD) reports a negative operating margin of -2.26%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Shopify (SHOP) reports 17.56%, ranking against industry peers normally.
CRWD
Software & Services industry group
-2.26%
- Max
- 47.12%
- Q3
- 15.51%
- Median
- 4.87%
- CRWD
- -2.26%
- Q1
- -6.45%
- Min
- -39.13%
SHOP
Software & Services industry group
17.56%
- Max
- 47.12%
- SHOP
- 17.56%
- Q3
- 15.51%
- Median
- 4.87%
- Q1
- -6.45%
- Min
- -39.13%
Profitability Metrics
| Metric | CRWD | SHOP |
|---|---|---|
| ROE (TTM) | 1.46% | 15.54% |
| ROA (TTM) | -0.78% | 10.19% |
| Net Margin (TTM) | 0.83% | 14.53% |
| Operating Margin (TTM) | -2.26% | 17.56% |
| Gross Margin (TTM) | 75.19% | 47.77% |
Growth
Revenue Growth
Shopify (SHOP) at 30.14% sits in the top revenue growth quartile, while CrowdStrike (CRWD) at 21.71% is closer to the peer norm — faster top-line expansion for SHOP.
EPS Growth
Only one side can be read here: Shopify (SHOP) reports EPS growth of -39.47%, ranked against its industry; CrowdStrike (CRWD) has no EPS growth figure this period.
Growth Metrics
| Metric | CRWD | SHOP |
|---|---|---|
| Revenue Growth (YoY) | 21.71% | 30.14% |
| Revenue Growth (3Y CAGR) | 29.01% | 27.31% |
| EPS Growth (YoY) | -- | -39.47% |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
CrowdStrike (CRWD) at 1.57 keeps current ratio within its industry’s typical mid-range, while Shopify (SHOP) at 5.35 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
CRWD
Software & Services industry group
1.57
- Max
- 5.11
- Q3
- 2.74
- Median
- 1.63
- CRWD
- 1.57
- Q1
- 1.02
- Min
- 0.03
SHOP
Software & Services industry group
5.35
- SHOP
- 5.35
- Max
- 5.11
- Q3
- 2.74
- Median
- 1.63
- Q1
- 1.02
- Min
- 0.03
Debt / Equity (MRQ)
Shopify (SHOP) at 0.01 keeps leverage in the lower industry quartile, while CrowdStrike (CRWD) at 0.16 runs a more typical debt-to-equity mix.
CRWD
Software & Services industry group
0.16
- Max
- 2.52
- Q3
- 1.10
- Median
- 0.35
- CRWD
- 0.16
- Q1
- 0.06
- Min
- 0.00
SHOP
Software & Services industry group
0.01
- Max
- 2.52
- Q3
- 1.10
- Median
- 0.35
- Q1
- 0.06
- SHOP
- 0.01
- Min
- 0.00
Financial Strength Metrics
| Metric | CRWD | SHOP |
|---|---|---|
| Current Ratio (MRQ) | 1.57 | 5.35 |
| Debt / Equity (MRQ) | 0.16 | 0.01 |
| Net Debt / EBITDA | -39.24 | -1.99 |
Dividends
Dividend Yield (TTM)
Neither CrowdStrike (CRWD) nor Shopify (SHOP) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
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%
SHOP
Software & Services industry group
0.00%
- SHOP
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither CrowdStrike (CRWD) nor Shopify (SHOP) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
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%
SHOP
Software & Services industry group
0.00%
- SHOP
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CRWD | SHOP |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Both look expensive on trailing earnings: Shopify (SHOP) at 121.09 sits in the richer P/E ratio quartile, and CrowdStrike (CRWD) at 5,260.20 is richer still, above its industry range.
CRWD
Software & Services industry group
5,260.20
- CRWD
- 5,260.20
- Max
- 121.09
- Q3
- 60.42
- Median
- 31.84
- Q1
- 17.70
- Min
- 6.45
SHOP
Software & Services industry group
121.09
- SHOP
- 121.09
- Max
- 121.09
- Q3
- 60.42
- Median
- 31.84
- Q1
- 17.70
- Min
- 6.45
P/S Ratio (TTM)
Both look expensive on sales: Shopify (SHOP) at 17.53 sits in the upper P/S ratio quartile, and CrowdStrike (CRWD) at 49.91 prices even higher, above its industry range.
CRWD
Software & Services industry group
49.91
- CRWD
- 49.91
- Max
- 19.98
- Q3
- 9.41
- Median
- 4.36
- Q1
- 2.30
- Min
- 0.02
SHOP
Software & Services industry group
17.53
- Max
- 19.98
- SHOP
- 17.53
- Q3
- 9.41
- Median
- 4.36
- Q1
- 2.30
- Min
- 0.02
P/B Ratio (MRQ)
Both look rich against book: Shopify (SHOP) at 18.22 sits in the upper P/B ratio quartile, and CrowdStrike (CRWD) at 52.78 prices even higher, above its industry range.
CRWD
Software & Services industry group
52.78
- CRWD
- 52.78
- Max
- 19.30
- Q3
- 9.10
- Median
- 4.43
- Q1
- 1.98
- Min
- -3.90
SHOP
Software & Services industry group
18.22
- Max
- 19.30
- SHOP
- 18.22
- Q3
- 9.10
- Median
- 4.43
- Q1
- 1.98
- Min
- -3.90
Valuation Metrics
| Metric | CRWD | SHOP |
|---|---|---|
| P/E Ratio (TTM) | 5,260.20 | 121.09 |
| P/S Ratio (TTM) | 49.91 | 17.53 |
| P/B Ratio (MRQ) | 52.78 | 18.22 |
| Free Cash Flow Yield (TTM) | 0.74% | 0.68% |