Quick verdict: ADI vs CRWD in 2026

Overall, Analog Devices (ADI) holds an edge in traditional profitability and valuation metrics, while CrowdStrike (CRWD) leads in growth momentum and analyst-projected upside. Growth leader: CRWD. Value leader: CRWD. Margin leader: ADI. Analyst favourite: ADI. Most upside: CRWD. Not investment advice.

ADI vs CRWD: key metrics side by side

Full side-by-side comparison of ADI and CRWD across valuation, profitability, growth and analyst sentiment. Data updated 2026-04-16.

ADI vs CRWD valuation comparison

The ADI vs CRWD valuation picture presents a stark contrast. Analog Devices (ADI), with a P/E ratio of 63.29x, trades at a high multiple reflecting its solid profitability and market position, though this is still considered elevated. CrowdStrike (CRWD), on the other hand, reports a P/E ratio of -581.33x. This negative P/E signifies that CRWD is currently unprofitable, meaning its earnings are negative, which makes direct P/E comparisons challenging against a profitable company like ADI.

When looking at the price-to-book (P/B) ratio, ADI appears considerably more attractive with a P/B of 5.07x compared to CRWD’s 24.05x. This indicates that investors are paying significantly more for CRWD’s book value, often a sign of high growth expectations. The discounted cash flow (DCF) analysis reveals that both stocks are trading above their intrinsic value, with ADI showing a -29.9% DCF upside and CRWD a far more concerning -95.7%. While both are overvalued by this model, CRWD’s current price is dramatically higher than its calculated fair value, suggesting its valuation is heavily weighted by future growth prospects rather than current financials. From a traditional valuation perspective focusing on current profitability and asset backing, ADI appears less stretched, while CRWD’s valuation is driven purely by anticipated exponential growth.

ADI vs CRWD growth comparison

In the ADI vs CRWD growth comparison, CrowdStrike (CRWD) clearly demonstrates stronger momentum, reporting a year-over-year revenue growth of +21.7%. This outpaces Analog Devices (ADI), which grew its revenue by +16.9% over the same period. CRWD’s higher growth rate is typical for a cybersecurity firm operating in an expanding market, indicating its ability to capture a larger share of the evolving digital security landscape. With a market capitalization of $106.94B, CRWD is smaller than ADI’s $171.07B, which often allows for higher percentage growth rates as it scales.

ADI, a more established semiconductor company, still exhibits respectable growth for its size and industry, especially given its substantial revenue of $11.02B compared to CRWD’s $4.81B. However, CRWD’s operational agility and focus on a high-demand software-as-a-service model generally lend themselves to more rapid expansion. For investors prioritizing top-line expansion and market penetration, CRWD’s faster revenue growth suggests a company with stronger momentum, likely benefiting from sustained demand in the cybersecurity sector.

ADI vs CRWD profitability

The ADI vs CRWD profitability analysis highlights a significant divergence in their financial health. Analog Devices (ADI) is a highly profitable company, boasting a net margin of 23.02% and an impressive EBITDA margin of 46.99%. These figures demonstrate ADI’s strong operational efficiency and ability to translate revenue into substantial earnings. ADI’s free cash flow (FCF) yield of 2.67% further underscores its capacity to generate significant cash, a crucial indicator of financial strength and flexibility.

In contrast, CrowdStrike (CRWD) is currently unprofitable, reflected by its negative net margin of -3.81%. While CRWD’s gross margin is higher at 74.86% compared to ADI’s 62.84%, its operating expenses outweigh its gross profits, leading to the overall net loss. CRWD’s EBITDA margin of 2.32% is markedly lower than ADI’s, indicating much thinner operational profitability before interest, taxes, depreciation, and amortization. Its FCF yield is also lower at 1.16%. Both companies report N/A% for Return on Equity (ROE), suggesting either no equity or recent losses impacting the calculation, but ADI’s positive net income makes its overall profitability superior. Clearly, ADI generates far more cash and is a much more profitable entity on a per-revenue basis.

Analyst ratings: ADI vs CRWD

When examining the analyst ratings for ADI vs CRWD, both companies receive a consensus “Buy” recommendation, but there are nuanced differences in sentiment and price targets. Analog Devices (ADI) has garnered attention from 54 analysts, with a strong 79.6% of them issuing a “Buy” rating. Their consensus price target for ADI is $374.42, which implies a modest upside of +6.9% from its current price of $350.4083. This indicates a general confidence in ADI’s stable performance and market leadership within semiconductors.

CrowdStrike (CRWD) is covered by a larger group of 65 analysts, with 72.3% recommending a “Buy.” While this percentage is slightly lower than ADI’s, the implied upside for CRWD is significantly higher at +27.0% from its current price of $421.6464, with a consensus target of $535.65. This suggests that while fewer analysts are at a “strong buy,” those covering CRWD see considerable growth potential and expect a greater appreciation in its stock price. While ADI is the slight analyst “favourite” in terms of buy rating percentage, CRWD offers more compelling price target upside according to the collective analyst view.

Should I buy ADI or CRWD stock in 2026?

For investors prioritizing robust growth, CrowdStrike (CRWD) might be the more appealing option in 2026. CRWD’s revenue growth of +21.7% significantly outpaces ADI’s 16.9%, signaling stronger momentum in its market. Furthermore, analysts project a substantial price target upside of +27.0% for CRWD, compared to ADI’s +6.9%. While CRWD is currently unprofitable and trades at a negative P/E, its leadership in the rapidly expanding cybersecurity sector positions it well for continued top-line expansion and potential future profitability, which growth investors often focus on.

When considering traditional value metrics, Analog Devices (ADI) typically presents a more compelling case. ADI’s P/B ratio of 5.07x is much lower than CRWD’s 24.05x, and its positive P/E of 63.29x indicates strong profitability, unlike CRWD’s negative P/E of -581.33x. However, for those who interpret “value” in high-growth companies as future potential combined with strong financial management, CRWD’s lower debt-to-equity ratio of 0.19x compared to ADI’s 0.26x could be seen as a positive. Nonetheless, ADI’s superior net margin of 23.02% and better free cash flow yield of 2.67% make it a more traditionally “valuable” investment in terms of current financial performance.

For income-seeking investors, Analog Devices (ADI) is the clear choice, albeit with a minimal yield. ADI offers a dividend yield of 0.01%, providing a small income stream, while CrowdStrike (CRWD) currently does not pay any dividends (0% yield). Given ADI’s consistent profitability and strong cash generation, it has the capacity to sustain and potentially grow its dividend over time. CRWD, as a growth-focused company still investing heavily in expansion, is unlikely to initiate a dividend in the near future. This is not investment advice; investors should always conduct their own thorough research and consider their individual financial goals before making any investment decisions.

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