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 2026-07-09.
Amazon.com, Inc. · Consumer Cyclical
$242.67
+22.0% upside to fair value
Grade B
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
QuantHub Verdict
CRWD has more upside to fair value
(+32.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMZN |
CRWD |
| Current Price |
$242.67 |
$191.12 |
| Fair Value Estimate |
$295.95 |
$253.64 |
| Upside to Fair Value |
+22.0%
|
+32.7%
|
| Market Cap |
$2,610.4B |
$194.6B |
| Forward P/E |
28.7x
|
-4023.6x
|
| EV / EBITDA |
14.4x
|
570.3x
|
| Price / Sales |
3.5x
|
38.2x
|
| Price / FCF |
-1056.0x
|
134.0x
|
| Revenue Growth YoY |
+16.6%
|
+25.6%
|
| Gross Margin |
50.6%
|
75.0%
|
| Operating Margin |
11.5%
|
-3.9%
|
| Return on Equity |
23.3%
|
-0.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
0.75%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon.com, Inc. operates a diversified platform with core engines in retail, AWS cloud services, and advertising, leveraging a strong competitive moat driven by scale, logistics, and technology leadership. The company exhibits high business quality with 23.3% ROE, 16.6% revenue growth, and 76.7% earnings growth in the most recent quarter, supported by a widening moat in e-commerce and cloud. Des…
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
Accumulation Zones
| Metric |
AMZN |
CRWD |
| Zone Low |
$221.96 |
$190.23 |
| Zone High |
$251.56 |
$215.59 |
| In Buy Zone? |
Yes
|
Yes
|