analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
CRWD: 4—ACIW: 1wins
Rule of 40
51.6CRWD
24.2ACIW
check_circleCRWD leads
Revenue Growth
23.7%CRWD
6.9%ACIW
check_circleCRWD leads
Gross Margin
74%CRWD
47%ACIW
check_circleCRWD leads
FCF Margin
27.9%CRWD
17.3%ACIW
check_circleCRWD leads
Operating Margin
-6.9%CRWD
16.4%ACIW
check_circleACIW leads
NRR
—CRWD
—ACIW
Metric
Rule of 40Efficiency score
CRWD
51.6check_circle
ACIW
24.2
Revenue GrowthYoY
CRWD
23.7%check_circle
ACIW
6.9%
Gross Margin% of revenue
CRWD
74%check_circle
ACIW
47%
FCF MarginFree cash flow
CRWD
27.9%check_circle
ACIW
17.3%
Operating MarginGAAP
CRWD
-6.9%
ACIW
16.4%check_circle
NRRNet retention
CRWD
N/A
ACIW
N/A
EV / RevenueValuation multiple
CRWD
34.2x
ACIW
3.0xcheck_circle
Market CapUSD
CRWD
$170.8Bcheck_circle
ACIW
$4.4B
ARR GrowthYoY
CRWD
N/A
ACIW
N/A
CAC PaybackMonths to recover
CRWD
N/A
ACIW
N/A
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insights
Analysis
As of Q2 2026, CrowdStrike Holdings, Inc. trades at 34.2x EV/Revenue versus ACI WORLDWIDE, INC. at 3.0x. On the Rule of 40, CrowdStrike Holdings, Inc. scores 51.6 compared to ACI WORLDWIDE, INC.'s 24.2, placing CrowdStrike Holdings, Inc. ahead in operating efficiency. Gross margins stand at CrowdStrike Holdings, Inc. 74% vs ACI WORLDWIDE, INC. 47%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.