CrowdStrike vs Amdocs
CrowdStrike and Amdocs are similar in size: $4.81bn and $4.53bn of revenue in their latest fiscal years. CrowdStrike grew faster (21.7% against -9.4%). Amdocs kept more of each dollar of sales as profit: a net margin of 12.5% against -3.4%. CrowdStrike carries less debt relative to equity (16.8% against 18.9%).
| Latest fiscal year | CrowdStrikeCRWD, 2026 | AmdocsDOX, 2025 |
|---|---|---|
| Revenue | $4.81bn | $4.53bn |
| Revenue growth | 21.7% | -9.4% |
| Net income | −$163m | $565m |
| Operating margin | -6.1% | 16.1% |
| Net margin | -3.4% | 12.5% |
| Return on equity | -4.2% | 16.4% |
| Free cash flow | $1.31bn | $645m |
| Cash | $5.23bn | $325m |
| Total debt | $745m | $647m |
| Debt to equity | 16.8% | 18.9% |
| Dividend per share | — | — |
| Dividend yield | — | 3.3% |
| Share buybacks | — | $551m |
| Employees | 10,698 | — |
| Market value | $255.46bn | $6.74bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 64 (Moderate) | — |
| Insider trades, 12 months | 0 buys, 2253 sales | 0 buys, 1 sales |