Crowdstrike Holdings Inc (CRWD) — the peer cohort

As of 2026-09-16 — scores re-bake nightly. Cohort = shared Closelook index membership first, then sector. Diary readings, not advice.

Crowdstrike Holdings Inc ranks 13 of 16 in its cohort on the Closelook composite (49/100) — the cohort is led by Applovin Corp at 68/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
CRWD Crowdstrike Holdings Inc	49	97	39	6	bull	0.6%
AAPL Apple Inc.	54	80	83	27	bull	3.8%
ADBE Adobe Systems Incorporated	66	42	93	77	bull	30.5%
AMAT Applied Materials Inc	53	44	75	31	info	43.1%
AMD Advanced Micro Devices Inc	61	80	48	22	watch	13.8%
AMGN Amgen Inc	53	60	83	50	bull	16%
AMZN Amazon.com Inc	49	57	51	46	watch	13.5%
APP Applovin Corp	68	4	98	50	info	55.5%
ARM Arm Holdings plc American Depositary Shares	54	51	65	9	info	46.6%
ASML ASML Holding NV ADR	60	56	83	22	info	20.4%
AVGO Broadcom Inc	55	39	87	36	info	31.5%
AXON Axon Enterprise Inc.	32	45	26	11	bear	46.4%
CDNS Cadence Design Systems Inc	53	26	82	22	bear	34.3%
COST Costco Wholesale Corp	48	34	42	31	bull	17.8%
CPRT Copart Inc	53	27	67	50	bull	38.1%
CRM Salesforce.com Inc	64	72	72	62	bull	4.8%

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 2026-09-16

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 13 of 16 in its cohort as of 2026-09-16; the cohort's highest composite is Applovin Corp at 68/100. Closelook scores are research diary readings, not ratings or advice.

Mentioned on Closelook

Where CRWD appears in the diary — 18 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

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.
The morning chip slide rounds back to flat; oil takes the bidMidday 10 · 31 Aug 2026Fabless semis round-trip a 3.7% morning drop to flat, energy rides crude's 2.5% jump, metals and e-commerce are sold, bonds slip below Friday's failed line — and CrowdStrike prints a fresh 52-week high into tonight's scoring close.