CrowdStrike Holdings, Inc.

🇺🇸NASDAQ Global Select
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CrowdStrike Holdings, Inc. stock analysis CRWD overview
Bullish +75

SentinelOne vs. CrowdStrike: What Their Quarterly Revenue Trends Tell Investors.

📊 CrowdStrike reports significantly higher revenue scale than SentinelOne across all observed reporting periods, with CrowdStrike's Q1 2026 revenue at $1.3 billion versus SentinelOne's $271.2 million.

📈 Both cybersecurity companies have demonstrated a stable pattern of quarter-over-quarter revenue increases over the last eight reporting periods.

🔄 Investors are advised to monitor whether the widening revenue gap between CrowdStrike and SentinelOne narrows or continues to expand in future quarters.

🛡️ SentinelOne generates revenue primarily through a centralized threat detection platform securing enterprise endpoints, cloud workloads, and connected devices.

🤝 SentinelOne recently expanded its security partnership with Google Cloud while reporting a net income margin of approximately -41% for the quarter ended Jan. 31, 2026.

☁️ CrowdStrike generates revenue through subscriptions to its cloud-delivered protection platform securing endpoints, identity systems, and data against cyber threats.

🏛️ CrowdStrike recently achieved new federal security authorizations while recording a net income margin of about 3% for the quarter ended Jan. 31, 2026.

📉 Both companies experienced share price declines in Q1 2026 due to Wall Street concerns that artificial intelligence would negatively impact their businesses.

🤖 Contrary to fears, both companies continue to grow revenue using AI within their platforms, with SentinelOne specifically touting its early adoption of AI technology.

📉 Both stocks recently hit 52-week lows but are recovering as investors realize AI-related fears were unfounded and CrowdStrike is approaching its 52-week high of $566.90.

🚀 CrowdStrike's latest quarterly revenue represents a 23% year-over-year increase, rising from $1 billion in the prior year to $1.3 billion in Q1 2026.

📈 SentinelOne's latest quarterly sales represent a 20% year-over-year growth, but its smaller company size means it is not growing as fast as CrowdStrike.

💰 The Motley Fool Stock Advisor analyst team currently recommends 10 better stocks than SentinelOne, suggesting CrowdStrike may be more appealing to investors.

📊 Historical returns for Motley Fool's Stock Advisor list are highlighted with examples of Netflix and Nvidia significantly outperforming the market since their recommendations.

🔍 Revenue analysis shows both companies successfully capturing customer spending as cybersecurity importance grows in the digital-focused world.

🚧 SentinelOne reports a net income margin of approximately -41% for the quarter ended Jan. 31, 2026, indicating ongoing operational losses.

✅ CrowdStrike maintains profitability with a net income margin of about 3% for the quarter ended Jan. 31, 2026.

Bullish Signals
  • CrowdStrike recorded quarterly revenue of $1.3 billion for the quarter ended Jan. 31, 2026, representing a 23% year-over-year increase from the prior year's $1 billion.
  • SentinelOne reported strong 20% year-over-year growth in its latest quarterly sales of $271.2 million for the fiscal quarter ended Jan. 31, 2026.
  • Both companies have demonstrated a stable pattern of quarter-over-quarter revenue increases across the last eight reporting periods, indicating consistent execution.
  • CrowdStrike recently achieved new federal security authorizations while maintaining a net income margin of about 3% for the recent quarter.
  • Share prices are making a comeback as investors realize that artificial intelligence fears were unfounded, with CrowdStrike stock approaching its 52-week high of $566.90.
  • Both companies are successfully using AI in their platforms to secure corporate endpoints, identity systems, and data against cyber threats.
  • The wide revenue gap between the two companies continues to expand, highlighting CrowdStrike's dominant market scale and growth trajectory.
Risk Factors
  • SentinelOne recorded a net income margin of approximately -41% for the quarter ended Jan. 31, 2026, compared to CrowdStrike's positive 3% margin.
  • The article explicitly notes that SentinelOne was not included in The Motley Fool Stock Advisor team's list of 10 best stocks to buy now.
  • Share prices for both companies plunged in the first quarter of 2026 due to Wall Street fears that artificial intelligence would eat into their businesses, leading to a widespread sell-off in the cybersecurity sector.
  • Although CrowdStrike is recovering, SentinelOne's smaller scale suggests it may be growing less effectively than its larger competitor CrowdStrike.
  • The significant revenue gap between CrowdStrike (overshadowing SentinelOne) continues to expand, potentially limiting SentinelOne's investment appeal.
Full Analysis
CrowdStrike currently holds a significantly larger market position compared to SentinelOne, evidenced by a revenue baseline that is substantially higher across all observed reporting periods. Both companies have demonstrated a consistent pattern of quarter-over-quarter revenue growth over the last eight quarters, yet investors are advised to monitor whether the substantial revenue gap between the two firms widens or narrows in future performance. CrowdStrike primarily generates income through subscriptions for its cloud-delivered platform that secures endpoints, identity systems, and data, while SentinelOne focuses on a centralized threat detection and response platform covering enterprise endpoints, cloud workloads, and connected devices. Recent financial highlights show CrowdStrike achieving new federal security authorizations and posting a net income margin of approximately 3% for the quarter ended January 31, 2026, whereas SentinelOne reported a net income margin of roughly -41% for the same period. The detailed quarterly data reveals a stark contrast in scale and growth rates, with CrowdStrike's revenue growing from $921 million in Q2 2024 to $1.3 billion by Q1 2026, while SentinelOne grew from $186.4 million to $271.2 million over the identical timeframe. CrowdStrike's most recent quarter represents a 23% year-over-year increase compared to its prior year, significantly outpacing SentinelOne's 20% year-over-year growth rate during the same period. Both companies saw their share prices plunge in early 2026 due to Wall Street concerns that artificial intelligence would erode their businesses, but subsequent quarterly sales indicate that AI fears are proving unfounded as both firms continue to generate revenue despite selling off in the sector; SentinelOne specifically touts its use of AI as one of the first cybersecurity companies to integrate it. Despite their recent 52-week lows, stock prices are recovering as investors recognize that core businesses remain resilient, with CrowdStrike's shares recently approaching a 52-week high of $566.90. The analysis suggests CrowdStrike is currently the more appealing investment vehicle due to its larger scale and superior growth trajectory compared to SentinelOne. Furthermore, The Motley Fool Stock Advisor team did not identify SentinelOne as one of their top ten stock recommendations for current purchase, highlighting a preference for other opportunities despite CrowdStrike being recommended by the publication itself. The article concludes with a standard disclosure noting that Robert Izquierdo holds positions in both companies and The Motley Fool maintains positions and recommendations for both stocks.