CrowdStrike Holdings vs Oracle (CRWD vs ORCL)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Oracle is the larger company by revenue ($67.4B vs $4.8B) and market value ($378.9B vs $190.6B). CrowdStrike Holdings has grown revenue faster over the last 4 fiscal years (+231.5% cumulative vs +58.7%). Oracle runs the higher operating margin (30.6% vs -6.1%).
About CrowdStrike Holdings
CrowdStrike Holdings, Inc. provides cloud-native cybersecurity solutions designed to prevent breaches across endpoints, cloud workloads, identities, and AI systems. Its main product is the Falcon platform, which uses artificial intelligence and a single lightweight sensor to collect and analyze security data in real time for threat detection, investigation, and response. CrowdStrike serves organizations across various industries seeking to protect their digital environments from sophisticated cyberattacks.
About Oracle
Oracle provides enterprise information technology products and services, including cloud applications, infrastructure, and hardware systems. Its offerings incorporate artificial intelligence technologies and support various deployment models such as cloud-based, on-premise, and hybrid environments. Oracle serves a global customer base across multiple industries, including businesses, government agencies, educational institutions, and resellers.
Head to head (CRWD FY2026 vs ORCL FY2026)
| Metric | CRWDFY2026 | ORCLFY2026 |
|---|---|---|
| Revenue | $4.81B | $67.36B |
| Revenue growth (YoY) | 21.7% | 17.3% |
| Gross margin | 74.7% | — |
| Operating margin | -6.1% | 30.6% |
| Net margin | -3.4% | 25.4% |
| Net income | $-162.5M | $17.09B |
| Diluted EPS | $-0.65 | $5.83 |
| FCF margin | 27.2% | -35.2% |
| ROE | -3.6% | 39.7% |
| Debt / equity | 0.2× | — |
| Market cap | $190.60B | $378.90B |
| P/E (TTM) | — | 22.5× |
Fundamentals are from each company’s SEC filings (CRWD FY2026, ORCL FY2026). P/E and market cap are derived from recent market prices and update daily.
Five-year trend (as reported)
| Revenue | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|
| CRWD | $1.45B | $2.24B | $3.06B | $3.95B | $4.81B |
| ORCL | $42.44B | $49.95B | $52.96B | $57.40B | $67.36B |
Peer standing
Where each company ranks among the 330 software companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.
| Metric | CRWD | ORCL |
|---|---|---|
| Operating margin | -6.1%32nd percentile of 302 | 30.6%94th percentile of 302 |
| Net margin | -3.4%36th percentile of 306 | 25.4%88th percentile of 306 |
| FCF margin | 27.2%81st percentile of 283 | -35.2%5th percentile of 283 |
| Revenue growth (YoY) | +21.7%76th percentile of 323 | +17.3%68th percentile of 323 |
| ROE | -3.6%35th percentile of 283 | 39.7%91st percentile of 283 |
| Short interest (days to cover) | 2.24d36th percentile of 329 | 1.38d19th percentile of 329 |
Short interest
| FINRA settlement data | CRWD | ORCL |
|---|---|---|
| Shares sold short | 7.1M | 42.0M |
| Change vs prior settlement | -7.6% | +11.4% |
| Days to cover | 2.24 | 1.38 |
| As of settlement | 2026-06-30 | 2026-06-30 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Insider activity (last 90 days)
| Form 4 open-market activity | CRWD | ORCL |
|---|---|---|
| Buys | 0 | 0 |
| Sells | 1278 ($217.3M) | 11 ($63.7M) |
Open-market purchases and sales reported on SEC Form 4 (grants, exercises and tax withholding excluded). For context, about 16% of covered companies saw any open-market insider buy in a 90-day window.
Held by the same investors
7 tracked 13F managers hold both CrowdStrike Holdings and Oracle as of their latest quarterly filings: AQR Capital Management, Bridgewater Associates, Citadel Advisors, D. E. Shaw, Gotham Asset Management, Millennium Management, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.
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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.