CrowdStrike (NASDAQ:CRWD) vs. Smartsheet (NYSE:SMAR) Head to Head Contrast

Smartsheet (NYSE:SMAR) and CrowdStrike (NASDAQ:CRWD) are both computer and technology companies, but which is the better investment? We will compare the two companies based on the strength of their risk, institutional ownership, profitability, earnings, dividends, valuation and analyst recommendations.

Institutional and Insider Ownership

90.0% of Smartsheet shares are owned by institutional investors. Comparatively, 71.2% of CrowdStrike shares are owned by institutional investors. 4.5% of Smartsheet shares are owned by company insiders. Comparatively, 4.3% of CrowdStrike shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Volatility and Risk

Smartsheet has a beta of 0.71, meaning that its stock price is 29% less volatile than the S&P 500. Comparatively, CrowdStrike has a beta of 1.11, meaning that its stock price is 11% more volatile than the S&P 500.

Valuation & Earnings

This table compares Smartsheet and CrowdStrike”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Smartsheet	$1.08 billion	7.24	-$104.63 million	($0.06)	-933.33
CrowdStrike	$3.74 billion	23.12	$89.33 million	$0.51	688.29

CrowdStrike has higher revenue and earnings than Smartsheet. Smartsheet is trading at a lower price-to-earnings ratio than CrowdStrike, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Smartsheet and CrowdStrike’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Smartsheet	-0.80%	2.33%	1.12%
CrowdStrike	3.39%	7.11%	2.72%

Analyst Ratings

This is a breakdown of recent ratings for Smartsheet and CrowdStrike, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Smartsheet	1	17	2	0	2.05
CrowdStrike	1	9	30	3	2.81

Smartsheet presently has a consensus price target of $55.82, indicating a potential downside of 0.32%. CrowdStrike has a consensus price target of $361.25, indicating a potential upside of 2.91%. Given CrowdStrike’s stronger consensus rating and higher probable upside, analysts plainly believe CrowdStrike is more favorable than Smartsheet.

Summary

CrowdStrike beats Smartsheet on 13 of the 15 factors compared between the two stocks.

About Smartsheet

Smartsheet, Inc. engages in managing and automating collaborative work. Its platform provides solutions that eliminate the obstacles to capturing information, including a familiar and intuitive spreadsheet interface as well as easily customizable forms. The company was founded by W. Eric Browne, Maria Colacurcio, John D. Creason and Brent R. Frei in June 2005 and is headquartered in Bellevue, WA.

About CrowdStrike

CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services. It primarily sells subscriptions to its Falcon platform and cloud modules. The company was incorporated in 2011 and is headquartered in Austin, Texas.