---
title: "CRWD vs PANW"
canonical: "https://supercyclehq.com/compare/crwd-vs-panw"
type: "comparison"
dataAsOf: "2026-11-06"
tickers: ["CRWD", "PANW"]
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# CrowdStrike (CRWD) vs Palo Alto Networks (PANW)

Both are tracked in the Supercycle AI universe. End-of-day data, updated nightly.

| Measure | CRWD | PANW |
| --- | --- | --- |
| AI Exposure Score | 40 (Growing) | 35 (Growing) |
| Price | $216.90 | $313.84 |
| Market cap | $222.1B | $256.9B |
| Change 1d | -0.14% | -0.26% |
| Change 30d | -17.53% | -21.24% |
| Change 1y | +60.72% | +47.84% |
| P/E | 4,338 | 784.6 |
| Buildout layers | Cybersecurity AI | Cybersecurity AI |

## CrowdStrike (CRWD)

**AI exposure:** Sells the Falcon security platform with AI-driven detection and the Charlotte AI analyst to enterprises. It benefits from AI-era attacks and budgets, but growth tracks cybersecurity spending rather than the AI infrastructure buildout itself.

CrowdStrike sits in the Cybersecurity AI layer as one of the original AI-native security vendors. Machine learning detection is the core of the Falcon product, and Charlotte AI extends that into automated analysis. The AI era helps it twice: attacks get more sophisticated and budgets follow. Still, growth tracks overall cybersecurity spending rather than the infrastructure buildout itself, which is why Supercycle scores its exposure as meaningful but not pure.

Full profile: https://supercyclehq.com/stock/crowdstrike.md

## Palo Alto Networks (PANW)

**AI exposure:** Sells AI-driven security platforms like Cortex XSIAM to enterprises, and secures AI applications and cloud infrastructure. Growth comes from security spending broadly, with AI as product differentiation more than a direct buildout revenue stream.

Palo Alto Networks anchors the Cybersecurity AI layer of the buildout. Its AI plays two roles: it differentiates products like Cortex XSIAM against rivals, and it positions the company to secure the AI applications and cloud infrastructure enterprises are deploying. Growth still comes from security spending broadly rather than AI infrastructure itself, which is why Supercycle scores its AI exposure at 35 out of 100.

Full profile: https://supercyclehq.com/stock/palo-alto-networks.md

---

Source: https://supercyclehq.com/compare/crwd-vs-panw. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.