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Side-by-side financial comparison of CrowdStrike (CRWD) and SM Energy Co (SM). Click either name above to swap in a different company.
CrowdStrike is the larger business by last-quarter revenue ($1.2B vs $704.9M, roughly 1.8× SM Energy Co). On growth, CrowdStrike posted the faster year-over-year revenue change (22.2% vs -17.3%). Over the past eight quarters, CrowdStrike's revenue compounded faster (20.8% CAGR vs 12.2%).
CrowdStrike Holdings, Inc. is an American cybersecurity technology company based in Austin, Texas. It provides endpoint security, threat intelligence, and cyberattack response services.
SM Energy Company is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Denver, Colorado.
CRWD vs SM — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $704.9M |
| Net Profit | $-34.0M | — |
| Gross Margin | 75.1% | — |
| Operating Margin | -5.6% | 25.9% |
| Net Margin | -2.8% | — |
| Revenue YoY | 22.2% | -17.3% |
| Net Profit YoY | -102.1% | — |
| EPS (diluted) | $-0.14 | $0.94 |
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 | $704.9M | ||
| Q3 25 | $1.2B | $811.6M | ||
| Q2 25 | $1.1B | $792.9M | ||
| Q1 25 | $1.1B | $844.5M | ||
| Q4 24 | $1.0B | $852.0M | ||
| Q3 24 | $963.9M | $643.6M | ||
| Q2 24 | $921.0M | $634.6M | ||
| Q1 24 | $845.3M | $559.9M |
| Q4 25 | $-34.0M | — | ||
| Q3 25 | $-77.7M | $155.1M | ||
| Q2 25 | $-110.2M | $201.7M | ||
| Q1 25 | $-92.3M | $182.3M | ||
| Q4 24 | $-16.8M | — | ||
| Q3 24 | $47.0M | $240.5M | ||
| Q2 24 | $42.8M | $210.3M | ||
| Q1 24 | $53.7M | $131.2M |
| Q4 25 | 75.1% | — | ||
| Q3 25 | 73.5% | — | ||
| Q2 25 | 73.8% | — | ||
| Q1 25 | 74.1% | — | ||
| Q4 24 | 74.7% | — | ||
| Q3 24 | 75.4% | — | ||
| Q2 24 | 75.6% | — | ||
| Q1 24 | 75.3% | — |
| Q4 25 | -5.6% | 25.9% | ||
| Q3 25 | -9.7% | 30.4% | ||
| Q2 25 | -11.3% | 37.2% | ||
| Q1 25 | -8.1% | 32.7% | ||
| Q4 24 | -5.5% | 33.7% | ||
| Q3 24 | 1.4% | 51.4% | ||
| Q2 24 | 0.8% | 44.0% | ||
| Q1 24 | 3.5% | 31.9% |
| Q4 25 | -2.8% | — | ||
| Q3 25 | -6.6% | 19.1% | ||
| Q2 25 | -10.0% | 25.4% | ||
| Q1 25 | -8.7% | 21.6% | ||
| Q4 24 | -1.7% | — | ||
| Q3 24 | 4.9% | 37.4% | ||
| Q2 24 | 4.6% | 33.1% | ||
| Q1 24 | 6.4% | 23.4% |
| Q4 25 | $-0.14 | $0.94 | ||
| Q3 25 | $-0.31 | $1.35 | ||
| Q2 25 | $-0.44 | $1.76 | ||
| Q1 25 | $-0.37 | $1.59 | ||
| Q4 24 | $-0.07 | $1.63 | ||
| Q3 24 | $0.19 | $2.09 | ||
| Q2 24 | $0.17 | $1.82 | ||
| Q1 24 | $0.23 | $1.13 |
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 | $368.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.0B | $4.8B |
| Total Assets | $10.0B | $9.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.8B | $368.0M | ||
| Q3 25 | $5.0B | $162.3M | ||
| Q2 25 | $4.6B | $101.9M | ||
| Q1 25 | $4.3B | $54.0K | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.0B | $1.7B | ||
| Q2 24 | $3.7B | $487.9M | ||
| Q1 24 | $3.5B | $506.3M |
| Q4 25 | $4.0B | $4.8B | ||
| Q3 25 | $3.8B | $4.7B | ||
| Q2 25 | $3.5B | $4.6B | ||
| Q1 25 | $3.3B | $4.4B | ||
| Q4 24 | $3.1B | $4.2B | ||
| Q3 24 | $2.9B | $4.1B | ||
| Q2 24 | $2.5B | $3.8B | ||
| Q1 24 | $2.3B | $3.7B |
| Q4 25 | $10.0B | $9.3B | ||
| Q3 25 | $9.3B | $9.1B | ||
| Q2 25 | $8.7B | $9.0B | ||
| Q1 25 | $8.7B | $8.8B | ||
| Q4 24 | $7.8B | $8.6B | ||
| Q3 24 | $7.2B | $8.0B | ||
| Q2 24 | $6.8B | $6.7B | ||
| Q1 24 | $6.6B | $6.4B |
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 | $451.9M |
| Free Cash FlowOCF − Capex | $314.1M | — |
| FCF MarginFCF / Revenue | 25.5% | — |
| Capex IntensityCapex / Revenue | 6.8% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.2B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $397.5M | $451.9M | ||
| Q3 25 | $332.8M | $505.0M | ||
| Q2 25 | $384.1M | $571.1M | ||
| Q1 25 | $345.7M | $483.0M | ||
| Q4 24 | $326.1M | $578.4M | ||
| Q3 24 | $326.6M | $452.3M | ||
| Q2 24 | $383.2M | $476.4M | ||
| Q1 24 | $347.0M | $276.0M |
| Q4 25 | $314.1M | — | ||
| Q3 25 | $302.3M | — | ||
| Q2 25 | $298.4M | — | ||
| Q1 25 | $258.5M | — | ||
| Q4 24 | $247.4M | — | ||
| Q3 24 | $287.4M | — | ||
| Q2 24 | $333.5M | — | ||
| Q1 24 | $294.4M | — |
| Q4 25 | 25.5% | — | ||
| Q3 25 | 25.9% | — | ||
| Q2 25 | 27.0% | — | ||
| Q1 25 | 24.4% | — | ||
| Q4 24 | 24.5% | — | ||
| Q3 24 | 29.8% | — | ||
| Q2 24 | 36.2% | — | ||
| Q1 24 | 34.8% | — |
| Q4 25 | 6.8% | — | ||
| Q3 25 | 2.6% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 8.2% | — | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | 5.4% | — | ||
| Q1 24 | 6.2% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | 3.26× | ||
| Q2 25 | — | 2.83× | ||
| Q1 25 | — | 2.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | 6.95× | 1.88× | ||
| Q2 24 | 8.95× | 2.27× | ||
| Q1 24 | 6.46× | 2.10× |
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% |
SM
Segment breakdown not available.
