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Side-by-side financial comparison of CrowdStrike (CRWD) and M/I HOMES, INC. (MHO). Click either name above to swap in a different company.
CrowdStrike is the larger business by last-quarter revenue ($1.2B vs $1.1B, roughly 1.1× M/I HOMES, INC.). M/I HOMES, INC. runs the higher net margin — 5.6% vs -2.8%, a 8.3% gap on every dollar of revenue. On growth, CrowdStrike posted the faster year-over-year revenue change (22.2% vs -4.8%). CrowdStrike produced more free cash flow last quarter ($314.1M vs $-13.0M). Over the past eight quarters, CrowdStrike's revenue compounded faster (20.8% CAGR vs 4.7%).
CrowdStrike Holdings, Inc. is an American cybersecurity technology company based in Austin, Texas. It provides endpoint security, threat intelligence, and cyberattack response services.
M/I Homes, Inc. is a leading U.S. residential construction company that designs, builds and sells single-family homes, townhomes and duplexes across multiple U.S. states. It caters to entry-level, move-up and luxury homebuyers, offering energy-efficient designs, flexible floor plans and personalized customization options.
CRWD vs MHO — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.1B |
| Net Profit | $-34.0M | $64.0M |
| Gross Margin | 75.1% | 17.4% |
| Operating Margin | -5.6% | 6.5% |
| Net Margin | -2.8% | 5.6% |
| Revenue YoY | 22.2% | -4.8% |
| Net Profit YoY | -102.1% | -52.1% |
| EPS (diluted) | $-0.14 | $2.42 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.2B | $1.1B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.1B | $976.1M | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $963.9M | $1.1B | ||
| Q2 24 | $921.0M | $1.1B | ||
| Q1 24 | $845.3M | $1.0B |
| Q4 25 | $-34.0M | $64.0M | ||
| Q3 25 | $-77.7M | $106.5M | ||
| Q2 25 | $-110.2M | $121.2M | ||
| Q1 25 | $-92.3M | $111.2M | ||
| Q4 24 | $-16.8M | $133.5M | ||
| Q3 24 | $47.0M | $145.4M | ||
| Q2 24 | $42.8M | $146.7M | ||
| Q1 24 | $53.7M | $138.1M |
| Q4 25 | 75.1% | 17.4% | ||
| Q3 25 | 73.5% | 24.5% | ||
| Q2 25 | 73.8% | 24.7% | ||
| Q1 25 | 74.1% | 25.9% | ||
| Q4 24 | 74.7% | 24.6% | ||
| Q3 24 | 75.4% | 27.1% | ||
| Q2 24 | 75.6% | 27.9% | ||
| Q1 24 | 75.3% | 27.1% |
| Q4 25 | -5.6% | 6.5% | ||
| Q3 25 | -9.7% | 12.0% | ||
| Q2 25 | -11.3% | 13.4% | ||
| Q1 25 | -8.1% | 14.4% | ||
| Q4 24 | -5.5% | 13.6% | ||
| Q3 24 | 1.4% | 15.9% | ||
| Q2 24 | 0.8% | 16.8% | ||
| Q1 24 | 3.5% | 16.6% |
| Q4 25 | -2.8% | 5.6% | ||
| Q3 25 | -6.6% | 9.4% | ||
| Q2 25 | -10.0% | 10.4% | ||
| Q1 25 | -8.7% | 11.4% | ||
| Q4 24 | -1.7% | 11.1% | ||
| Q3 24 | 4.9% | 12.7% | ||
| Q2 24 | 4.6% | 13.2% | ||
| Q1 24 | 6.4% | 13.2% |
| Q4 25 | $-0.14 | $2.42 | ||
| Q3 25 | $-0.31 | $3.92 | ||
| Q2 25 | $-0.44 | $4.42 | ||
| Q1 25 | $-0.37 | $3.98 | ||
| Q4 24 | $-0.07 | $4.71 | ||
| Q3 24 | $0.19 | $5.10 | ||
| Q2 24 | $0.17 | $5.12 | ||
| Q1 24 | $0.23 | $4.78 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.8B | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.0B | $3.2B |
| Total Assets | $10.0B | $4.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.8B | — | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $4.6B | — | ||
| Q1 25 | $4.3B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $3.7B | — | ||
| Q1 24 | $3.5B | — |
| Q4 25 | $4.0B | $3.2B | ||
| Q3 25 | $3.8B | $3.1B | ||
| Q2 25 | $3.5B | $3.1B | ||
| Q1 25 | $3.3B | $3.0B | ||
| Q4 24 | $3.1B | $2.9B | ||
| Q3 24 | $2.9B | $2.8B | ||
| Q2 24 | $2.5B | $2.7B | ||
| Q1 24 | $2.3B | $2.6B |
| Q4 25 | $10.0B | $4.8B | ||
| Q3 25 | $9.3B | $4.8B | ||
| Q2 25 | $8.7B | $4.7B | ||
| Q1 25 | $8.7B | $4.6B | ||
| Q4 24 | $7.8B | $4.5B | ||
| Q3 24 | $7.2B | $4.5B | ||
| Q2 24 | $6.8B | $4.3B | ||
| Q1 24 | $6.6B | $4.2B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $397.5M | $-8.7M |
| Free Cash FlowOCF − Capex | $314.1M | $-13.0M |
| FCF MarginFCF / Revenue | 25.5% | -1.1% |
| Capex IntensityCapex / Revenue | 6.8% | 0.4% |
| Cash ConversionOCF / Net Profit | — | -0.14× |
| TTM Free Cash FlowTrailing 4 quarters | $1.2B | $127.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $397.5M | $-8.7M | ||
| Q3 25 | $332.8M | $43.4M | ||
| Q2 25 | $384.1M | $37.8M | ||
| Q1 25 | $345.7M | $64.9M | ||
| Q4 24 | $326.1M | $104.4M | ||
| Q3 24 | $326.6M | $-67.9M | ||
| Q2 24 | $383.2M | $27.5M | ||
| Q1 24 | $347.0M | $115.8M |
| Q4 25 | $314.1M | $-13.0M | ||
| Q3 25 | $302.3M | $42.0M | ||
| Q2 25 | $298.4M | $35.1M | ||
| Q1 25 | $258.5M | $63.5M | ||
| Q4 24 | $247.4M | $102.3M | ||
| Q3 24 | $287.4M | $-68.5M | ||
| Q2 24 | $333.5M | $22.0M | ||
| Q1 24 | $294.4M | $115.5M |
| Q4 25 | 25.5% | -1.1% | ||
| Q3 25 | 25.9% | 3.7% | ||
| Q2 25 | 27.0% | 3.0% | ||
| Q1 25 | 24.4% | 6.5% | ||
| Q4 24 | 24.5% | 8.5% | ||
| Q3 24 | 29.8% | -6.0% | ||
| Q2 24 | 36.2% | 2.0% | ||
| Q1 24 | 34.8% | 11.0% |
| Q4 25 | 6.8% | 0.4% | ||
| Q3 25 | 2.6% | 0.1% | ||
| Q2 25 | 7.8% | 0.2% | ||
| Q1 25 | 8.2% | 0.1% | ||
| Q4 24 | 7.8% | 0.2% | ||
| Q3 24 | 4.1% | 0.1% | ||
| Q2 24 | 5.4% | 0.5% | ||
| Q1 24 | 6.2% | 0.0% |
| Q4 25 | — | -0.14× | ||
| Q3 25 | — | 0.41× | ||
| Q2 25 | — | 0.31× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.78× | ||
| Q3 24 | 6.95× | -0.47× | ||
| Q2 24 | 8.95× | 0.19× | ||
| Q1 24 | 6.46× | 0.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CRWD
| Subscription And Circulation | $1.2B | 95% |
| Professional Services | $65.5M | 5% |
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 0% |
