PANW vs CRWD vs ORCL
161 measures in 16 categories, one definition each, computed from filings and market data.
PANW58.6
Palo Alto Networks, Inc.
Technology · Software - Infrastructure
$342.00 −7.63%$279.8B mkt cap
Score DNA
CRWD73.1
CrowdStrike Holdings, Inc.
Technology · Software - Infrastructure
$227.39 −7.02%$232.8B mkt cap
Score DNA
ORCL51.5
Oracle Corporation
Technology · Software - Infrastructure
$128.22 −4.64%$387.7B mkt cap
Score DNA
Price, rebased to 100 three years ago
PANW CRWD ORCL · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | PANW | CRWD | ORCL |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 0 | 1 |
| Insider $ bought, 180d | — | — | $3.48M |
| Congress purchases, 180d | 6 | 10 | 1 |
| Last Congress purchase | 2026-07-16 | 2026-08-07 | 2026-03-27 |
| 13F net change in holders | +452 | +371 | +40 |
| ETFs adding shares, 30d | 1,974 | 1,684 | 1,620 |
| ETFs trimming, 30d | 1,610 | 1,304 | 1,315 |
| Net ETF funds, 30d | +364 | +380 | +305 |
Valuation
16 measures| Measure | PANW | CRWD | ORCL |
|---|---|---|---|
| P/E (TTM) | 911.3x
100th
|
— | 20.5x
38th
|
| PEG (P/E ÷ 3-yr EPS CAGR) | — | — | 0.86
33rd
|
| Price / sales | 24.4x
95th
|
43.1x
98th
|
5.4x
64th
|
| Price / book | 10.2x
78th
|
45.6x
96th
|
5.8x
58th
|
| Price / tangible book | — | 76.9x
92nd
|
99.3x
100th
|
| Price / free cash flow | 68.0x
89th
|
148.0x
96th
|
— |
| Price / operating cash flow | 61.4x
92nd
|
115.5x
96th
|
8.3x
22nd
|
| Enterprise value | $279.2B
96th
|
$228.6B
95th
|
$506.6B
99th
|
| EV / sales | 24.3x
95th
|
42.4x
97th
|
7.1x
68th
|
| EV / EBITDA | 181.3x
97th
|
523.4x
100th
|
13.4x
38th
|
| EV / EBIT | 520.9x
100th
|
— | 18.9x
40th
|
| EV / free cash flow | 67.9x
89th
|
145.4x
96th
|
— |
| Earnings yield | 0.1%
22nd
|
0.0%
21st
|
4.9%
70th
|
| FCF yield | 1.5%
21st
|
0.7%
15th
|
-7.4%
5th
|
| Operating cash flow yield | 1.6%
11th
|
0.9%
7th
|
12.1%
79th
|
| Graham number (per share) | $18.04
63rd
|
$2.50
8th
|
$56.20
86th
|
Profitability (TTM)
12 measures| Measure | PANW | CRWD | ORCL |
|---|---|---|---|
| Gross margin | 70.4%
51st
|
75.2%
68th
|
63.9%
42nd
|
| EBITDA margin | 13.4%
47th
|
8.1%
28th
|
52.6%
96th
|
| Operating margin | 6.1%
40th
|
-2.2%
20th
|
32.4%
89th
|
| EBIT margin | 4.7%
32nd
|
1.9%
22nd
|
37.4%
94th
|
| Net margin | 2.7%
33rd
|
1.1%
25th
|
26.4%
88th
|
| NOPAT margin | 3.5%
36th
|
-2.2%
19th
|
28.2%
88th
|
| FCF margin | 35.8%
91st
|
29.1%
74th
|
-40.0%
6th
|
| Operating cash flow margin | 39.7%
84th
|
37.4%
81st
|
65.4%
95th
|
| R&D / revenue | 22.2%
73rd
|
28.8%
91st
|
14.2%
46th
|
| SG&A / revenue | 42.1%
65th
|
48.6%
79th
|
13.5%
10th
|
| Stock comp / revenue | 12.2%
77th
|
22.8%
95th
|
8.3%
60th
|
| Effective tax rate | 42.7%
95th
|
-1.5%
15th
|
12.9%
30th
|
Returns on capital
11 measures| Measure | PANW | CRWD | ORCL |
|---|---|---|---|
| ROE (on average equity) | 1.7%
23rd
|
1.3%
19th
|
41.6%
88th
|
| ROA | 0.9%
28th
|
0.5%
25th
|
7.8%
65th
|
| ROIC | 1.5%
31st
|
-13.4%
16th
|
10.9%
48th
|
| ROCE | 1.4%
25th
|
1.4%
23rd
|
10.5%
60th
|
| Return on tangible assets | 1.5%
23rd
|
1.0%
21st
|
11.1%
73rd
|
| Cash ROIC (OCF / invested capital) | 16.9%
31st
|
222.1%
90th
|
25.3%
45th
|
| Gross profitability (GP / assets) | 16.7%
21st
|
33.8%
53rd
|
15.1%
15th
|
| ROIC, 3-yr average | 13.5%
75th
|
— | 13.2%
73rd
|
| ROIC, 5-yr average | 10.0%
52nd
|
10.1%
54th
|
— |
| ROE, 5-yr average | -7.3%
30th
|
-4.0%
43rd
|
— |
| Incremental ROIC | -1.2%
33rd
|
13.3%
42nd
|
10.1%
41st
|
Growth
17 measures| Measure | PANW | CRWD | ORCL |
|---|---|---|---|
| Revenue growth (TTM YoY) | 24.5%
75th
|
24.3%
74th
|
21.6%
68th
|
| Revenue growth (QoQ) | 13.6%
80th
|
6.2%
52nd
|
0.8%
17th
|
| Revenue CAGR, 3 yr | 18.5%
71st
|
26.9%
84th
|
12.1%
53rd
|
| Revenue CAGR, 5 yr | 22.0%
70th
|
36.5%
86th
|
11.9%
38th
|
| Gross profit CAGR, 3 yr | 17.5%
65th
|
27.6%
80th
|
7.6%
32nd
|
| Operating income CAGR, 3 yr | 21.5%
62nd
|
— | 19.1%
53rd
|
| Net income growth (TTM YoY) | -72.9%
4th
|
— | 52.1%
67th
|
| Net income CAGR, 3 yr | -11.3%
10th
|
— | 26.4%
74th
|
| EPS growth (TTM YoY) | -74.9%
4th
|
— | 47.5%
65th
|
| EPS CAGR, 3 yr | -13.5%
13th
|
— | 23.8%
68th
|
| EPS CAGR, 5 yr | — | — | 5.3%
31st
|
| FCF growth (TTM YoY) | 10.7%
38th
|
51.5%
65th
|
— |
| FCF CAGR, 3 yr | 16.1%
33rd
|
25.4%
55th
|
— |
| Operating cash flow CAGR, 3 yr | 17.9%
38th
|
23.8%
54th
|
38.3%
71st
|
| Book value CAGR, 3 yr | 144.4%
97th
|
-13.5%
8th
|
198.2%
100th
|
| Dividend CAGR, 3 yr | — | — | 3.4%
67th
|
| Sustainable growth rate | 1.7%
9th
|
0.8%
2nd
|
28.6%
74th
|
Margin history & stability
7 measures| Measure | PANW | CRWD | ORCL |
|---|---|---|---|
| Gross margin, 3-yr average | 72.7%
55th
|
74.9%
62nd
|
68.3%
45th
|
| Operating margin, 3-yr average | 9.3%
57th
|
-3.1%
25th
|
30.9%
91st
|
| Net margin, 3-yr average | 15.7%
74th
|
-0.3%
38th
|
22.6%
88th
|
| FCF margin, 3-yr average | 38.3%
92nd
|
28.2%
79th
|
-9.7%
5th
|
| Revenue stability (0-1) | 0.98
64th
|
1.00
87th
|
0.93
40th
|
| Earnings stability (0-1) | 0.25
31st
|
0.12
17th
|
0.31
34th
|
| Margin stability (0-1) | 0.97
70th
|
0.99
96th
|
0.92
35th
|
Liquidity (latest quarter)
7 measures| Measure | PANW | CRWD | ORCL |
|---|---|---|---|
| Cash & short-term investments | $3.1B
83rd
|
$5.0B
91st
|
$37.1B
99th
|
| Net cash (− = net debt) | $571.0M
70th
|
$4.2B
96th
|
−$118.9B
0th
|
| Working capital | −$1.3B
4th
|
$2.5B
94th
|
$8.1B
96th
|
| Current ratio | 0.87
12th
|
1.57
54th
|
1.17
32nd
|
| Quick ratio | 0.87
12th
|
1.58
60th
|
1.17
32nd
|
| Cash ratio (cash + ST investments / current liabilities) | 0.31
15th
|
1.13
62nd
|
0.78
44th
|
| Defensive interval (days) | 361 days
35th
|
529 days
56th
|
780 days
72nd
|
Leverage & solvency (latest quarter)
13 measures| Measure | PANW | CRWD | ORCL |
|---|---|---|---|
| Total debt | $2.5B
75th
|
$820.2M
57th
|
$155.9B
100th
|
| Debt / equity | 0.09
30th
|
0.16
38th
|
2.34
84th
|
| Net debt / equity | −0.02
64th
|
−0.82
17th
|
1.78
88th
|
| Debt / assets | 5.2%
31st
|
6.8%
35th
|
51.4%
77th
|
| Debt / capital | 8.3%
30th
|
13.8%
37th
|
70.0%
83rd
|
| Debt / EBITDA | 1.62
41st
|
1.88
45th
|
4.13
73rd
|
| Net debt / EBITDA | −0.37
52nd
|
−9.60
7th
|
3.15
80th
|
| Interest coverage (EBIT / interest) | — | 3.9x
50th
|
5.3x
58th
|
| Cash interest coverage | — | 75.7x
80th
|
9.2x
43rd
|
| Debt payback (years of OCF) | 0.5 yrs
35th
|
0.4 yrs
33rd
|
3.3 yrs
59th
|
| Liabilities / assets | 43.3%
27th
|
57.3%
41st
|
77.8%
65th
|
| IS credit model rating | AA | A+ | BB |
| Implied credit spread (bps) | 80
23rd
|
125
36th
|
475
70th
|
Efficiency
11 measures| Measure | PANW | CRWD | ORCL |
|---|---|---|---|
| Asset turnover | 0.32
17th
|
0.51
42nd
|
0.30
14th
|
| Fixed asset turnover | 9.39
44th
|
4.34
22nd
|
0.44
6th
|
| Inventory turnover | — | — | — |
| Receivables turnover | 3.5
9th
|
5.6
40th
|
7.1
65th
|
| Days sales outstanding | 105 days
91st
|
65 days
60th
|
51 days
36th
|
| Days inventory outstanding | — | — | — |
| Days payables outstanding | 28 days
44th
|
32 days
51st
|
136 days
88th
|
| Cash conversion cycle (days) | 77 days
88th
|
28 days
43rd
|
−84 days
10th
|
| Capex / revenue | 3.8%
72nd
|
8.2%
84th
|
105.4%
95th
|
| Capex / depreciation | 0.44
46th
|
1.33
86th
|
6.95
96th
|
| Operating expense ratio | 62.5%
57th
|
76.8%
85th
|
25.2%
16th
|
Cash flow & earnings quality
7 measures| Measure | PANW | CRWD | ORCL |
|---|---|---|---|
| Operating cash flow / net income | 14.83
92nd
|
34.50
97th
|
2.48
66th
|
| FCF / net income | 13.40
94th
|
26.91
97th
|
−1.52
0th
|
| FCF / operating cash flow | 90.3%
48th
|
78.0%
31st
|
-61.2%
5th
|
| Capex / operating cash flow | 9.7%
52nd
|
22.0%
69th
|
161.2%
95th
|
| Accruals ratio | -11.8%
31st
|
-18.4%
10th
|
-11.6%
32nd
|
| Sloan accruals ratio | -3.9%
43rd
|
-8.1%
33rd
|
5.2%
79th
|
| Earnings quality score (0-1) | 0.75
11th
|
0.75
11th
|
0.75
11th
|
Scores & forensic checks
15 measures| Measure | PANW | CRWD | ORCL |
|---|---|---|---|
| IS score | 59
52nd
|
73
79th
|
51
37th
|
| IS profitability | 25
30th
|
22
27th
|
86
90th
|
| IS growth | 40
14th
|
75
70th
|
77
85th
|
| IS value | 24
17th
|
36
47th
|
47
67th
|
| IS momentum | 70
32nd
|
100
92nd
|
98
88th
|
| IS risk (safety) | 100
67th
|
100
67th
|
30
21st
|
| IS quality | 62
40th
|
71
54th
|
71
58th
|
| IS balance sheet | 72
56th
|
77
63rd
|
40
30th
|
| IS earnings quality | 51
31st
|
44
22nd
|
61
47th
|
| IS cash flow | 92
89th
|
94
93rd
|
35
17th
|
| Piotroski F-score (0-9) | 3
1st
|
7
58th
|
6
36th
|
| Altman Z-score | 7.6
85th
|
17.8
95th
|
1.7
31st
|
| Beneish M-score | −2.46
64th
|
−2.74
40th
|
−2.61
50th
|
| Ohlson O-score | −8.71
26th
|
−8.63
30th
|
−7.98
37th
|
| IS credit score | 89
73rd
|
80
64th
|
40
27th
|
Size (TTM)
8 measures| Measure | PANW | CRWD | ORCL |
|---|---|---|---|
| Market cap | $279.8B
96th
|
$232.8B
95th
|
$387.7B
98th
|
| Revenue | $11.5B
96th
|
$5.4B
88th
|
$71.8B
99th
|
| EBITDA | $1.5B
89th
|
$436.9M
70th
|
$37.7B
99th
|
| Net income | $307.0M
72nd
|
$58.5M
40th
|
$18.9B
99th
|
| Free cash flow | $4.1B
99th
|
$1.6B
90th
|
−$28.7B
0th
|
| Total assets | $48.5B
96th
|
$12.0B
86th
|
$303.3B
99th
|
| Shareholders' equity | $27.5B
96th
|
$5.1B
89th
|
$66.8B
99th
|
| Employees | 21,921
95th
|
11,706
91st
|
141,000
99th
|
Price performance
9 measures| Measure | PANW | CRWD | ORCL |
|---|---|---|---|
| 1 day | −7.6% | −7.0% | −4.6% |
| 1 week | −18.3% | −17.3% | −9.3% |
| 1 month | −8.8% | −7.5% | −14.5% |
| 3 months | −1.9% | +14.6% | +6.0% |
| 6 months | +103.8% | +114.5% | −26.2% |
| Year to date | +90.7% | +100.5% | −33.6% |
| 1 year | +65.5% | +86.0% | −57.2% |
| 3 years, cumulative | +163.9% | +383.2% | +21.2% |
| 5 years, cumulative | +316.4% | +271.2% | +45.4% |
Technicals
4 measures| Measure | PANW | CRWD | ORCL |
|---|---|---|---|
| RSI 14 | 37.0 | 39.0 | 40.0 |
| From 52-week high | −20.9% | −20.8% | −59.7% |
| From 52-week low | +145.0% | +165.4% | +12.4% |
| Beta | 0.93 | 1.20 | 1.77 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17