Home Compare AXON vs CRWD
Stock Comparison · Structural lead, mixed market

Axon Enterprise vs CrowdStrike Holdings: Which Stock Looks Stronger in 2026?

CrowdStrike holds the cleaner structural position, with the lead spread across stability and profitability. Axon Enterprise does not offset that deficit through any equally strong structural edge elsewhere. On the market side, CrowdStrike is in better shape — its trend is intact while Axon Enterprise's trend has broken down. That puts structure and market broadly in agreement — CrowdStrike's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-08-16

The lead is spread across stability and profitability, rather than sitting in one isolated gap. The overall score gap is 22 points in favour of CrowdStrike Holdings, Inc..

Trajectory Similarity
0.68
Moderately similar
Peer-set rank: #4
within Axon Enterprise, Inc.'s functional peer set

This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.

The pair shares a valid long-term profile match, but the trajectories are not especially close.

Most of the shared profile comes through revenue growth trajectory and operating margin level.

Similarity drivers
revenue growth trajectoryoperating margin level
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
AXON
Axon Enterprise, Inc.
17
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
CRWD
CrowdStrike Holdings, Inc.
39
Peer-Score
Signal qualitylow
Peer basis: S&P 500

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: AXON vs CRWD Profitability 3 34 Stability 19 77 Valuation 10 18 Growth 45 43 AXON CRWD
Gap Ranking
#1 Stability +58
#2 Profitability +31
#3 Valuation +8
#4 Growth +2
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AXON and CRWD Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AXONCRWD Relative valuation Structural strength

The setup stays mixed because structure and the price setup do not align cleanly in one direction.

Valuation position uses peer-relative PE percentile (idx_pct_pe) and Forward P/E where available.

Entry today — historical context

Where AXON and CRWD each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY AXON Elevated · above norm 0th 50th 100th 14 pct gap CRWD Elevated · above norm 0th 50th 100th 85th 99th
AXON (85th percentile) and CRWD (99th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Stability
CrowdStrike Holdings, Inc. ranks near the top of the group on stability; Axon Enterprise, Inc. sits in the weaker half.
Profitability
Both sit in the weaker half on profitability, with CrowdStrike Holdings, Inc. still coming out ahead.
Stability — Dominant Gap
AXON
19
CRWD
77
Gap+58in favour of CRWD

The clearest distance comes from a steadier profile over time.

What keeps the gap from being one-sided

Axon Enterprise, Inc. still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.

What this means for the comparison

The lead is built on both stability and profitability, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the AXON vs CRWD comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar stability-and-profitability comparisons

Explore how AXON and CRWD each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.