Crowdstrike Holdings Inc (CRWD) — the peer cohort

As of 2026-09-18 — scores re-bake nightly. Cohort = shared Closelook index membership first, then sector. Diary readings, not advice.

Crowdstrike Holdings Inc ranks 14 of 16 in its cohort on the Closelook composite (49/100) — the cohort is led by Applovin Corp at 67/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
CRWD Crowdstrike Holdings Inc	49	98	39	5	bull	1.8%
AAPL Apple Inc.	55	82	83	23	bull	2.2%
ADBE Adobe Systems Incorporated	66	42	92	74	bear	31.9%
AMAT Applied Materials Inc	54	43	77	30	info	43.6%
AMD Advanced Micro Devices Inc	62	85	51	21	bull	6.8%
AMGN Amgen Inc	53	61	83	45	watch	15%
AMZN Amazon.com Inc	50	62	53	44	watch	12.5%
APP Applovin Corp	67	3	98	44	info	56.9%
ARM Arm Holdings plc American Depositary Shares	55	51	67	9	info	41.5%
ASML ASML Holding NV ADR	60	54	83	22	info	18.5%
AVGO Broadcom Inc	55	37	87	34	info	29.8%
AXON Axon Enterprise Inc.	32	40	28	11	bear	42.9%
CDNS Cadence Design Systems Inc	52	22	83	20	bull	32.6%
COST Costco Wholesale Corp	48	31	43	27	watch	18.5%
CPRT Copart Inc	53	22	69	45	bear	40.8%
CRM Salesforce.com Inc	63	68	73	57	bull	9.5%

Scores are relative readings across the Closelook coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.

FAQ · from the current data · as of 2026-09-18

Quick answers

Who are Crowdstrike Holdings Inc's peers in the Closelook universe?

The cohort is drawn from shared Closelook index membership first, then sector: Apple Inc. (AAPL), Adobe Systems Incorporated (ADBE), Applied Materials Inc (AMAT), Advanced Micro Devices Inc (AMD), Amgen Inc (AMGN), Amazon.com Inc (AMZN), Applovin Corp (APP), Arm Holdings plc American Depositary Shares (ARM) and others.

How does CRWD score against its peers?

Crowdstrike Holdings Inc's composite reads 49/100, ranking 14 of 16 in its cohort as of 2026-09-18; the cohort's highest composite is Applovin Corp at 67/100. Closelook scores are research diary readings, not ratings or advice.

Mentioned on Closelook

Where CRWD appears in the diary — 19 pieces, newest first. Every link is our own writing.

Go deeper

Long reads

Earnings — Post-Earnings Announcement DriftDossier · $29 · 27 Apr 2026We walk through three historical cases drawn from the SaaS and cybersecurity universe in 2024–2025: Rubrik in December 2024 as the Mid-Cap pure-form drift, CrowdStrike in November 2024 as the Reversal-PEAD case after the Falcon outage…
The Agentic Winners 25Dossier · $49 · 31 Mar 2026CrowdStrike secures the endpoints and cloud workloads that agents access — and as agent surface area expands, so does the attack surface.
Agentic Application Software: The SaaSpocalypse MapDossier · $39 · 27 Feb 2026CrowdStrike and Palo Alto are structural winners.
Agentic Infrastructure Software: The Orchestration LayerDossier · $39 · 24 Feb 2026Datadog (DDOG) · Dynatrace (DT) · HiddenLayer · Arize AI · Weights & Biases · Rubrik (RBRK) · CrowdStrike (CRWD) Edge & Distribution Layer 5 — The Delivery Network Cloud dependency kills latency and drains battery.

Dailies

Day after the hike — yields fall and the lines are retaken: 10-year 4.95%, chips +3% over $505, S&P ETF above $757.83Midday 10 · 17 Sept 2026Software recovers less than it fell: software ETF +0.9% to $105.93 after three days of selling; Microsoft +1.3% to $496.79, CrowdStrike +1.7% to $245.55, Adobe flat at $250.19 under its $256.29 paid line
Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69Midday 10 · 16 Sept 2026Software is today’s laggard rather than its leader: the software ETF flat at $105.41, Microsoft −0.5% at $494.39, ServiceNow −0.8%, Amazon flat, while the security names hold their bid — Palo Alto +1.2%, Cloudflare +0.8%, CrowdStrike +0.5%.
Rates — Fed day at a 5% 10-year: the hike is priced, the cycle is not; Yardeni cuts the S&P target to 7,900Morning 10 · 16 Sept 2026The AI sort paused and softened at the close: the semiconductor ETF +1.0% to $502.07, still under $505, with AMD +2.8%, Marvell +2.4%, Arm +1.7%, Nvidia +1.1% and the equipment names — Lam, Applied Materials, KLA — recovering from −1% to…
AI trade — sellers of compute sold, buyers bought: chips −5.6%, software +5%, SoftBank +7% in TokyoMorning 10 · 15 Sept 2026The software ETF gained 5.0% to $106.64, its best day of the year, and the security names that Sunday’s Weekly Signal named as the buyers of frontier models rose 13% to 17%: Zscaler, SentinelOne, CrowdStrike, Palo Alto.
Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their linesMidday 10 · 15 Sept 2026The security group keeps its bid — CrowdStrike +2.9%, SentinelOne +2.3%, Zscaler +1.8% — and the buyers of compute give some back: Alphabet −1.6%, Amazon −1.5%, Apple −1.0%, Microsoft −0.8%.
AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%Midday 10 · 14 Sept 2026The software ETF is up 4.5% at $106.07, its best day of the year, and the security names that Sunday’s Weekly said were being sold on price and bought on flow are up 12% to 15%: Zscaler +14.8%, SentinelOne +14.6%, CrowdStrike +14.7%, Palo…
From Silicon Scarcity to Software Scarcity: The Next AI Bottleneck Is Permission to Act, and the Market Graded It This WeekDaily Pulse · 3 Sept 2026Observability; runtime enforcement; recovery DDOG, DT, CRWD, PANW, FTNT, RBRK 4 · Govern the agent estate Can many agents and harnesses from different vendors coexist under one control plane?
Software and semis sell off together at midday — the green sits outside techMidday 10 · 1 Sept 2026CRWD is off 6.93% to 214.99 — one day after its earnings window closed at a card-record +22.1% and a fresh 52-week high.