In today’s fast-evolving technology landscape, CrowdStrike Holdings, Inc. and Wix.com Ltd. stand out as leaders in software infrastructure, yet they cater to distinct but overlapping digital needs. CrowdStrike excels in cloud-delivered cybersecurity, while Wix empowers users with cloud-based website creation and business tools. This comparison explores their innovation strategies and market positions to help you decide which company holds the most promise for your investment portfolio.
Table of contents
Companies Overview
I will begin the comparison between CrowdStrike Holdings, Inc. and Wix.com Ltd. by providing an overview of these two companies and their main differences.
CrowdStrike Overview
CrowdStrike Holdings, Inc. operates in the software infrastructure industry, focusing on cloud-delivered protection for endpoints, cloud workloads, identity, and data. Its core offering is the Falcon platform, which includes threat intelligence, managed security, IT operations, and Zero Trust identity protection. Headquartered in Austin, Texas, CrowdStrike serves a global customer base through direct sales and channel partners.
Wix Overview
Wix.com Ltd. is a technology company specializing in a cloud-based platform that allows users to create websites and web applications worldwide. Its products include Wix Editor, Wix ADI, and a suite of business tools such as Ascend, Wix Payments, and Wix Logo Maker. Based in Tel Aviv, Israel, Wix supports millions of registered users and premium subscribers through a comprehensive ecosystem of web services and marketplaces.
Key similarities and differences
Both companies operate in the software infrastructure sector and leverage cloud technologies to deliver their services globally. CrowdStrike focuses on cybersecurity solutions with a subscription model centered on its Falcon platform, while Wix emphasizes website creation and business management tools, supported by a large user base and multiple product offerings. Their business models differ in specialization, target markets, and product scope, reflecting distinct approaches within the broader technology landscape.
Income Statement Comparison
This table presents a side-by-side comparison of key income statement metrics for CrowdStrike Holdings, Inc. and Wix.com Ltd. based on their most recent fiscal year results.
| Metric | CrowdStrike Holdings, Inc. | Wix.com Ltd. |
|---|---|---|
| Market Cap | 114.4B | 4.46B |
| Revenue | 3.95B | 1.76B |
| EBITDA | 295M | 186M |
| EBIT | 81M | 155M |
| Net Income | -19.3M | 138.3M |
| EPS | -0.08 | 2.49 |
| Fiscal Year | 2025 | 2024 |
Income Statement Interpretations
CrowdStrike Holdings, Inc.
From 2021 to 2025, CrowdStrike’s revenue surged by 352%, accompanied by a 79% rise in net income, indicating strong top-line expansion. Gross margins remained favorable at 74.92%, while EBIT margins hovered neutrally around 2%. The latest fiscal year showed a 29% revenue growth but a decline in EBIT by 46%, with net income turning slightly negative, reflecting margin pressures.
Wix.com Ltd.
Between 2020 and 2024, Wix’s revenue grew 79%, with net income increasing 183%. Gross margin was solid at 67.93%, and EBIT margin remained neutral at 8.81%. The most recent year registered a 13% revenue increase, alongside substantial EBIT growth of 269%, and net margin improvements, signaling enhanced profitability and operational efficiency.
Which one has the stronger fundamentals?
Wix displays consistently favorable growth in profitability metrics, with expanding net and EBIT margins and positive EPS trends. CrowdStrike exhibits impressive revenue expansion and gross margins but faces recent margin compression and net losses. Overall, Wix presents a more favorable balance of income statement strength, while CrowdStrike shows mixed signals despite strong revenue growth.
Financial Ratios Comparison
This table presents a side-by-side comparison of the latest key financial ratios for CrowdStrike Holdings, Inc. and Wix.com Ltd., reflecting their fiscal year 2025 and 2024 performances respectively.
| Ratios | CrowdStrike Holdings, Inc. (2025) | Wix.com Ltd. (2024) |
|---|---|---|
| ROE | -0.59% | -175.57% |
| ROIC | 0.70% | 9.13% |
| P/E | -5055.66 | 86.21 |
| P/B | 29.71 | -151.35 |
| Current Ratio | 1.67 | 0.84 |
| Quick Ratio | 1.67 | 0.84 |
| D/E (Debt-to-Equity) | 0.24 | -12.31 |
| Debt-to-Assets | 9.07% | 50.70% |
| Interest Coverage | -4.58 | 25.92 |
| Asset Turnover | 0.45 | 0.92 |
| Fixed Asset Turnover | 4.76 | 3.33 |
| Payout Ratio | 0% | 0% |
| Dividend Yield | 0% | 0% |
Interpretation of the Ratios
CrowdStrike Holdings, Inc.
CrowdStrike shows a mixed set of financial ratios with 43% favorable and 43% unfavorable metrics, resulting in a neutral overall evaluation. Strengths include a solid current ratio of 1.67 and low debt-to-equity of 0.24, but concerns arise from negative net margin (-0.49%) and return on equity (-0.59%). The company does not pay dividends, likely reinvesting earnings to support growth and innovation.
Wix.com Ltd.
Wix presents a slightly unfavorable ratio profile with 29% favorable and 36% unfavorable ratios. While it benefits from a strong interest coverage ratio of 40.14 and a favorable price-to-book ratio, the current ratio of 0.84 and negative debt-to-equity raise liquidity concerns. Wix also does not pay dividends, focusing resources on expansion and product development instead.
Which one has the best ratios?
CrowdStrike’s ratios are balanced between strengths and weaknesses, maintaining a neutral stance, whereas Wix’s metrics lean toward unfavorable, mainly due to liquidity and leverage issues. Consequently, CrowdStrike exhibits a more stable financial position compared to Wix, based on the latest ratio evaluations.
Strategic Positioning
This section compares the strategic positioning of CrowdStrike and Wix.com, focusing on Market position, Key segments, and Exposure to technological disruption:
CrowdStrike Holdings, Inc.
- Leading cybersecurity provider with strong NASDAQ presence and significant market cap.
- Main revenue from subscriptions to Falcon platform and professional services focused on security.
- Positioned in cloud security with continuous innovation, facing evolving cyber threats.
Wix.com Ltd.
- Cloud-based website platform with smaller market cap and global user base.
- Revenue driven by creative subscriptions and business solutions for website creation.
- Exposed to web development tech shifts with AI-driven tools and integrated payment solutions.
CrowdStrike vs Wix.com Positioning
CrowdStrike’s strategy centers on cybersecurity subscriptions, while Wix diversifies across website creation and business tools. CrowdStrike benefits from scale in security, Wix leverages broad user engagement but with smaller market cap and workforce.
Which has the best competitive advantage?
Both companies have a slightly unfavorable moat status with growing ROIC trends but still shed value. CrowdStrike’s larger scale contrasts with Wix’s diversified product suite; neither currently demonstrates a strong sustainable competitive advantage.
Stock Comparison
The stock price movements of CrowdStrike Holdings, Inc. and Wix.com Ltd. over the past 12 months reveal contrasting dynamics, with CrowdStrike showing a strong overall gain despite recent declines, while Wix.com exhibits a prolonged downward trajectory.
Trend Analysis
CrowdStrike Holdings, Inc. experienced a bullish trend over the past 12 months, with a 45.71% price increase and a deceleration in upward momentum. The stock ranged from a low of 217.89 to a high of 543.01, showing high volatility (std dev 80.53).
Wix.com Ltd. faced a bearish trend over the same period, declining by 40.28% with decelerating negative momentum. Its price fluctuated between 80.16 and 240.89, accompanied by moderate volatility (std dev 34.39).
Comparing both stocks, CrowdStrike outperformed Wix.com significantly, delivering the highest market performance with a strong positive return versus Wix.com’s substantial loss over the past year.
Target Prices
Analysts present a clear target price consensus for CrowdStrike Holdings, Inc. and Wix.com Ltd.
| Company | Target High | Target Low | Consensus |
|---|---|---|---|
| CrowdStrike Holdings, Inc. | 706 | 353 | 553.47 |
| Wix.com Ltd. | 210 | 70 | 160.27 |
Overall, analysts expect CrowdStrike’s stock to appreciate significantly from its current price of 453.88, while Wix.com shows a wide range but a consensus price roughly double its current 80.16 level.
Analyst Opinions Comparison
This section compares analysts’ ratings and grades for CrowdStrike Holdings, Inc. (CRWD) and Wix.com Ltd. (WIX):
Rating Comparison
CRWD Rating
- Rating: C, evaluated as Very Favorable overall.
- Discounted Cash Flow Score: 4, considered Favorable for future cash flows.
- ROE Score: 1, marked as Very Unfavorable in profit generation efficiency.
- ROA Score: 1, Very Unfavorable in asset utilization.
- Debt To Equity Score: 3, Moderate financial risk due to debt levels.
- Overall Score: 2, rated Moderate in overall financial standing.
WIX Rating
- Rating: C, also evaluated as Very Favorable overall.
- Discounted Cash Flow Score: 3, seen as Moderate in valuation.
- ROE Score: 1, similarly Very Unfavorable in profit efficiency.
- ROA Score: 4, Favorable in asset utilization and earnings generation.
- Debt To Equity Score: 1, Very Unfavorable, indicating higher financial risk.
- Overall Score: 2, also rated Moderate overall.
Which one is the best rated?
Both CRWD and WIX share the same overall rating (C) and overall score (2), indicating a moderate position. CRWD scores better on discounted cash flow and debt management, while WIX has a significantly stronger return on assets, highlighting differing strengths in their financial profiles.
Scores Comparison
Here is a comparison of the financial scores for CrowdStrike Holdings, Inc. and Wix.com Ltd.:
CRWD Scores
- Altman Z-Score: 12.38, indicating a safe zone with very low bankruptcy risk.
- Piotroski Score: 4, classified as average financial strength.
WIX Scores
- Altman Z-Score: 1.83, in the grey zone with moderate bankruptcy risk.
- Piotroski Score: 6, also reflecting average financial strength.
Which company has the best scores?
Based on the provided scores, CRWD demonstrates a much stronger Altman Z-Score, indicating greater financial stability, while WIX has a higher Piotroski Score but both remain in the average range. CRWD’s superior bankruptcy risk profile stands out clearly.
Grades Comparison
Here is a comparison of the latest grades from reputable grading companies for CrowdStrike Holdings, Inc. and Wix.com Ltd.:
CrowdStrike Holdings, Inc. Grades
The following table summarizes recent analyst grades for CrowdStrike Holdings, Inc.:
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| Citigroup | Maintain | Buy | 2026-01-13 |
| BTIG | Maintain | Buy | 2026-01-13 |
| Keybanc | Downgrade | Sector Weight | 2026-01-12 |
| Berenberg | Upgrade | Buy | 2026-01-09 |
| Stephens & Co. | Maintain | Overweight | 2025-12-18 |
| Morgan Stanley | Maintain | Equal Weight | 2025-12-18 |
| Freedom Capital Markets | Upgrade | Buy | 2025-12-11 |
| Citigroup | Maintain | Buy | 2025-12-04 |
| Goldman Sachs | Maintain | Buy | 2025-12-04 |
| Scotiabank | Maintain | Sector Outperform | 2025-12-03 |
Overall, grades for CrowdStrike show a strong bias toward “Buy” ratings, with some stability and a few downgrades to sector weight or equal weight.
Wix.com Ltd. Grades
The following table summarizes recent analyst grades for Wix.com Ltd.:
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| Morgan Stanley | Maintain | Overweight | 2026-01-15 |
| Wells Fargo | Maintain | Overweight | 2025-12-19 |
| Cantor Fitzgerald | Maintain | Overweight | 2025-12-11 |
| Citigroup | Maintain | Buy | 2025-11-20 |
| Citizens | Maintain | Market Outperform | 2025-11-20 |
| Cantor Fitzgerald | Maintain | Overweight | 2025-11-20 |
| Scotiabank | Maintain | Sector Outperform | 2025-11-20 |
| Evercore ISI Group | Maintain | Outperform | 2025-11-20 |
| Needham | Maintain | Buy | 2025-11-20 |
| B. Riley Securities | Maintain | Buy | 2025-11-20 |
Wix.com Ltd.’s grades consistently reflect positive analyst sentiment with multiple “Overweight,” “Buy,” and “Outperform” ratings maintained steadily.
Which company has the best grades?
Both CrowdStrike and Wix.com hold a consensus “Buy” rating, but Wix.com has more consistent “Overweight” and “Outperform” grades maintained without downgrades, suggesting slightly stronger analyst confidence. This may impact investor perception of relative stability and growth potential.
Strengths and Weaknesses
Below is a comparison of key strengths and weaknesses between CrowdStrike Holdings, Inc. (CRWD) and Wix.com Ltd. (WIX) based on their recent financial and operational data.
| Criterion | CrowdStrike Holdings, Inc. (CRWD) | Wix.com Ltd. (WIX) |
|---|---|---|
| Diversification | Primarily focused on cybersecurity subscriptions with growing professional services; limited product diversification | Balanced revenue from business solutions and creative subscriptions, showing moderate diversification |
| Profitability | Negative net margin (-0.49%), ROE (-0.59%); ROIC slightly positive but unfavorable overall | Moderate net margin (7.86%), negative ROE (-175.57%); ROIC neutral; profitability improving but unstable |
| Innovation | High innovation in cybersecurity with growing ROIC trend (+114%), but currently value-destroying | Innovation in web development platforms with strong ROIC trend (+159%), yet also value-destroying |
| Global presence | Strong global footprint in cybersecurity market | Established global user base in website building and digital services |
| Market Share | Leader in endpoint security subscriptions, with rapid revenue growth | Significant share in website development market, steady revenue growth |
Key takeaways: Both companies show strong innovation and growth potential, but currently they are value-destroying with profitability challenges. CrowdStrike excels in cybersecurity with focused offerings, while Wix benefits from diversified digital services. Investors should weigh growth prospects against ongoing profitability issues and maintain cautious risk management.
Risk Analysis
Below is a comparison of key risk factors for CrowdStrike Holdings, Inc. (CRWD) and Wix.com Ltd. (WIX) based on the most recent data from 2025 and 2024 respectively:
| Metric | CrowdStrike Holdings, Inc. (CRWD) | Wix.com Ltd. (WIX) |
|---|---|---|
| Market Risk | Moderate beta of 1.03; tech sector volatility | Higher beta of 1.42; more volatile stock price |
| Debt level | Low debt-to-equity: 0.24; debt/assets 9.07% | High debt-to-equity negative; debt/assets 50.7% (unfavorable) |
| Regulatory Risk | Moderate, US-based cybersecurity regulations | Elevated, operates internationally with diverse regulatory environments |
| Operational Risk | Neutral interest coverage (3.07); stable operations | Strong interest coverage (40.14), but liquidity concerns (current ratio 0.84) |
| Environmental Risk | Low, typical for software infrastructure | Low, software company with limited direct environmental impact |
| Geopolitical Risk | US-based, moderate geopolitical exposure | Higher, headquartered in Israel with broader international exposure |
Synthesis: Wix faces higher leverage and liquidity risks, with a debt ratio above 50%, placing it in a more vulnerable financial position. CrowdStrike demonstrates stronger balance sheet resilience and lower debt levels but operates in a highly competitive cybersecurity market with moderate volatility. Geopolitical risks are more pronounced for Wix due to its international footprint. Investors should weigh these factors carefully, prioritizing risk management aligned with their portfolio tolerance.
Which Stock to Choose?
CrowdStrike Holdings, Inc. (CRWD) shows strong revenue growth of 29.4% in the last year and 352.1% over the 2021-2025 period. Its profitability is mixed, with a negative net margin of -0.49% and an improving return on invested capital (ROIC) that remains below its weighted average cost of capital (WACC). Financial ratios are balanced, with favorable liquidity and low debt levels, but a high price-to-book ratio and negative returns on equity suggest caution. The company’s overall rating is very favorable, but with moderate scores on some key metrics.
Wix.com Ltd. (WIX) exhibits steady revenue growth of 12.7% last year and 78.9% over 2020-2024, alongside a positive net margin of 7.86%. While its ROIC is slightly below WACC, it has shown growth, indicating improving profitability. Financial ratios include favorable interest coverage and price-to-book ratios, but weak liquidity and high debt-to-assets ratio are concerns. The overall rating is very favorable, though key return metrics and valuation ratios are mostly unfavorable or neutral.
Given these profiles, investors seeking growth potential might find CRWD’s robust income expansion and solid liquidity appealing, despite profitability challenges. Conversely, those prioritizing stable margins and improving profitability could interpret WIX’s financials as aligning better with such goals, albeit with higher leverage risks. Both companies show slightly unfavorable economic moats but positive ROIC trends, suggesting improving capital efficiency.
Disclaimer: Investment carries a risk of loss of initial capital. The past performance is not a reliable indicator of future results. Be sure to understand risks before making an investment decision.
Go Further
I encourage you to read the complete analyses of CrowdStrike Holdings, Inc. and Wix.com Ltd. to enhance your investment decisions:
