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PANW compared with CRWD: revenue, margins and what each company keeps, and the suppliers and customers both name
PANW
Palo Alto Networks Inc
Change
Mkt cap
Revenue
Revenue
CRWD
CrowdStrike Holdings, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
PANW
Palo Alto Networks Inc
vs
CRWD
CrowdStrike Holdings, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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PANW
Palo Alto Networks Inc
Change
313.68
▼
−0.32%
· post 313.85
Mkt cap
$256.7B
Revenue
$3.4B
Q4 FY26
Revenue
$11.5B
FY26
CRWD
CrowdStrike Holdings, Inc.
Change
216.89
▼
−0.14%
· post 218.28
Closed
Nov 6 '26
Mkt cap
$222.1B
Revenue
$1.5B
Q2 FY27
Revenue
$4.8B
FY26
vs
Compare
Closed
Nov 6 '26
PANW
Palo Alto Networks Inc
vs
CRWD
CrowdStrike Holdings, Inc.
313.68
▼
−0.32%
post 313.85
Price
216.89
▼
−0.14%
post 218.28
$256.7B
Mkt cap
$222.1B
Q4 FY26
$3.4B
Revenue
$1.5B
Q2 FY27
FY26
$11.5B
Revenue
$4.8B
FY26
Change
Change
PANW
313.68
▼
−0.32%
vs
CRWD
216.89
▼
−0.14%
Closed
Nov 6 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
PANW, solid
CRWD, dashed
Supply-chain overlap
Revenue flow
PANW: latest quarter is a loss; flow not drawable. CRWD: latest quarter not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only PANW
2
CSPI
CSP
customer
—
Flex
unlisted
supplier
Shared
0
No shared counterparties.
Only CRWD
3
AMZN
Amazon Web Services
supplier
DAL
Delta Air Lines
customer
AAL
American Airlines
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR