CrowdStrike Holdings, Inc. (CRWD)
CrowdStrike delivers cloud-native endpoint and cloud-workload cybersecurity through its Falcon platform.
CRWD vs NVDA: how the two businesses compare
CrowdStrike (CRWD) and NVIDIA (NVDA) do not both have comparable annual revenue in the SEC XBRL snapshot, so this comparison rests on business descriptions, classifications, and filings. The SEC classifies them differently (Services-Prepackaged Software; Semiconductors & Related Devices); what connects them is shared exposure to the Artificial intelligence research theme, not a common industry.
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
- Information Technology
- Different
- Separate classifications
- January 31
- Same calendar
- Mar 5, 2026
CRWD vs NVDA: quick comparison
| Company fact | CRWD | NVDA |
|---|---|---|
| Company | CrowdStrike Holdings, Inc. | NVIDIA Corporation |
| Exchange | NASDAQ | NASDAQ |
| Headquarters | — | Santa Clara, California |
| Founded | — | 1993 |
| SEC industry | Services-Prepackaged Software | Semiconductors & Related Devices |
| Fiscal year-end | January 31 | January 31 |
| Latest annual filing | 10-K · 2026-03-05 | 10-K · 2026-02-25 |
Where CRWD and NVDA overlap, and where they don't
Overlap
- Shared research theme: Artificial intelligence.
- Same fiscal calendar: both fiscal years end January 31.
Differences
- Different SEC industries: CRWD files as Services-Prepackaged Software; NVDA as Semiconductors & Related Devices.
- Only NVDA maps to Tariffs & trade.
- CRWD reported a net loss of $161M in its fiscal year ended Jan 2026.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
NVIDIA Corporation (NVDA)
NVIDIA makes the graphics processors and data-center accelerators that train and run most modern AI models. Its chips have become the default hardware of the AI boom, making it a bellwether for the entire sector.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves CRWD
We have not yet published a company-specific driver list for CRWD. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-03-05.
What moves NVDA
- Data Center compute and networking demand from cloud providers, AI developers and enterprises
- Revenue concentration among a limited number of partners, distributors and direct customers
- U.S. export controls, which the fiscal 2026 10-K says effectively foreclosed China's data-center compute market
- Foundry, packaging and memory supply from partners such as TSMC, concentrated in Asia
The investment question
You now know how CRWD and NVDA are classified, when their fiscal years end, and where their exposures overlap. Those are the facts. The investment question is what each share price already assumes about their exposure to artificial intelligence, including “Data Center compute and networking demand from cloud providers, AI developers and enterprises” at NVDA, and which evidence in the next filings would prove that assumption wrong.
Members-only research
Members-only research on CRWD and NVDA
- Issue 05: NVIDIA Is Building the Credit Market for AI
NVIDIA has found a way to turn knowledge of its own roadmap into a lower cost of capital for its customers. The result could move AI infrastructure from venture equity into private credit, insurance balance sheets and securitized debt.
- Issue 07: The Vote That Knocked Almost a Quarter off Data Center Stocks
Texas has frozen new data center approvals since the summer. The vote extends that freeze, but it cannot unplug campuses that already have power. We map who is exposed, test whether the sell-off overshot and say where the real risk sits.
The thesis, the numbers behind it, and what would break it. Full access is $39 a month.
Read the full researchSEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. Both fiscal years end January 31, so annual reports line up, but check segment definitions before comparing growth or margins.
The current verified House and Senate snapshot contains 18 matched transaction rows for CRWD and 186 matched transaction rows for NVDA. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
CRWD primary filings
NVDA primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
CRWD vs NVDA FAQs
Are CRWD and NVDA direct competitors?
Not necessarily. CrowdStrike files as Services-Prepackaged Software and NVIDIA as Semiconductors & Related Devices. The pair is compared because both map to the Artificial intelligence research theme, not because the filings show head-to-head competition.
Which is better, CRWD or NVDA?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this CRWD vs NVDA comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers CrowdStrike Holdings, Inc. and NVIDIA Corporation tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-11-09. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-11-09. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
CRWD vs NVDA compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
Members-only research
$39/mo or $249/yr · cancel future renewals anytime · sources included