Comparing Procore Technologies (NYSE:PCOR) & CrowdStrike (NASDAQ:CRWD)

Procore Technologies (NYSE:PCOR) and CrowdStrike (NASDAQ:CRWD) are both computer and technology companies, but which is the better stock? We will compare the two companies based on the strength of their valuation, earnings, analyst recommendations, institutional ownership, dividends, risk and profitability.

Analyst Ratings

This is a summary of current ratings and price targets for Procore Technologies and CrowdStrike, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Procore Technologies	0	4	13	1	2.83
CrowdStrike	2	11	30	1	2.68

Procore Technologies currently has a consensus target price of $89.94, suggesting a potential upside of 37.41%. CrowdStrike has a consensus target price of $398.78, suggesting a potential upside of 20.93%. Given Procore Technologies’ stronger consensus rating and higher probable upside, analysts clearly believe Procore Technologies is more favorable than CrowdStrike.

Profitability

This table compares Procore Technologies and CrowdStrike’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Procore Technologies	-9.20%	-5.10%	-3.25%
CrowdStrike	3.39%	7.11%	2.72%

Risk & Volatility

Procore Technologies has a beta of 0.85, meaning that its stock price is 15% less volatile than the S&P 500. Comparatively, CrowdStrike has a beta of 1.19, meaning that its stock price is 19% more volatile than the S&P 500.

Valuation & Earnings

This table compares Procore Technologies and CrowdStrike”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Procore Technologies	$1.15 billion	8.52	-$105.96 million	($0.72)	-90.91
CrowdStrike	$3.95 billion	20.54	$89.33 million	($0.08)	-4,121.88

CrowdStrike has higher revenue and earnings than Procore Technologies. CrowdStrike is trading at a lower price-to-earnings ratio than Procore Technologies, indicating that it is currently the more affordable of the two stocks.

Institutional and Insider Ownership

81.1% of Procore Technologies shares are owned by institutional investors. Comparatively, 71.2% of CrowdStrike shares are owned by institutional investors. 29.0% of Procore Technologies shares are owned by insiders. Comparatively, 4.3% of CrowdStrike shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Summary

CrowdStrike beats Procore Technologies on 10 of the 14 factors compared between the two stocks.

About Procore Technologies

Procore Technologies, Inc. engages in the provision of a cloud-based construction management platform and related software products in the United States and internationally. The company’s platform enables owners, general and specialty contractors, architects, and engineers to collaborate on construction projects. It offers Preconstruction that facilitates collaboration between internal and external stakeholders during the planning, budgeting, estimating, bidding, and partner selection phase of a construction project; and Project Execution, which enables real-time collaboration, information storage, design, BIM model clash detection, and regulation compliance for teams on the jobsite and in the back office. The company also provides Workforce Management, that helps contractors to schedule, track, and forecast labor productivity, enhance time management, communication with workforces, and manage profitability on construction projects; Financial Management, which provides customers with visibility into the financial health of their individual construction projects and portfolios, as well as facilitates untethered access to financial data, linking the field, and the office in real-time; and Construction Intelligence, that allows customers to capture, manage, and learn from data for project and portfolio reporting, analytics, and artificial intelligence-guided workflows, as well as to monitor projects and drive informed decision-making for business needs. It serves owners, general contractors, and specialty contractors operating in the commercial, residential, industrial, and infrastructure segments of the construction industry. The company allow users to access its products on computers, smartphones, and tablets through any web browser or from its mobile application available for iOS and Android platforms through its direct sales team. Procore Technologies, Inc. was incorporated in 2002 and is headquartered in Carpinteria, California.

About CrowdStrike

CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services. It primarily sells subscriptions to its Falcon platform and cloud modules. The company was incorporated in 2011 and is headquartered in Austin, Texas.