AMZN vs CRWD: Which Is the Better Buy?

Side-by-side comparison of Amazon.com, Inc. and CrowdStrike Holdings, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-22.
Amazon.com, Inc. · Consumer Cyclical
$250.56
+32.0% upside to fair value
Grade B High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C High Quality
QuantHub Verdict
CRWD has more upside to fair value (+106.1%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric AMZN CRWD
Current Price $250.56 $449.61
Fair Value Estimate $330.77 $926.44
Upside to Fair Value +32.0% +106.1%
Market Cap $2,689.7B $114.0B
Forward P/E 34.5x -619.9x
EV / EBITDA 16.7x 981.7x
Price / Sales 3.8x 23.7x
Price / FCF 349.5x 92.0x
Revenue Growth YoY +13.6% +23.3%
Gross Margin 50.3% 74.9%
Operating Margin 11.2% -5.4%
Return on Equity 21.9% -4.7%
Dividend Yield 0% 0%
FCF Yield 0.29% 1.09%
Analyst Consensus Strong Buy Buy
Investment Thesis
AMZN — Amazon.com, Inc.
Amazon.com, Inc. operates as a global leader in e-commerce and cloud computing, generating $716.9 billion in net sales for fiscal 2025 with a strong presence in North America, International markets, and AWS. The company benefits from durable competitive moats in e-commerce, where it is America’s largest online retailer with over four times the sales of its nearest rival as of 2015, and in cloud c…
CRWD — CrowdStrike Holdings, Inc.
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection and threat intelligence through its Falcon platform, which generates over 94% of its revenue from subscription services. The business quality is high due to its durable competitive moat built on cutting-edge big data security technology, strong management with a founder-led CEO who has o…
Accumulation Zones
Metric AMZN CRWD
Zone Low $248.08 $694.83
Zone High $281.15 $787.47
In Buy Zone? Yes Yes
← AMZN Research    CRWD Research →    All Research