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 2026-05-20.
Amazon.com, Inc. · Consumer Cyclical
$259.34
+21.8% upside to fair value
Grade B High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
QuantHub Verdict
CRWD has more upside to fair value (+34.6%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric AMZN CRWD
Current Price $259.34 $436.32
Fair Value Estimate $316.00 $587.16
Upside to Fair Value +21.8% +34.6%
Market Cap $2,789.8B $110.7B
Forward P/E 26.5x -601.6x
EV / EBITDA 16.8x 951.5x
Price / Sales 3.9x 23.0x
Price / FCF 89.3x
Revenue Growth YoY +17.0% +23.3%
Gross Margin 51.8% 74.9%
Operating Margin 13.1% -5.4%
Return on Equity 21.5% -4.7%
Dividend Yield 0% 0%
FCF Yield -0.81% 1.12%
Analyst Consensus Strong Buy Buy
Investment Thesis
AMZN — Amazon.com, Inc.
Amazon delivered a landmark Q1 2026 with revenue of $181.5 billion up 17% year over year and diluted EPS of $2.78 versus the $1.63 consensus, driven by AWS reaccelerating to 28% growth, its fastest pace in fifteen quarters, and a record consolidated operating margin of 13.1%. AWS generated $37.6 billion in revenue at a 37.7% segment operating margin, contributing $14.2 billion in operating income…
CRWD — CrowdStrike Holdings, Inc.
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-based endpoint protection and threat intelligence, with a dominant subscription revenue model accounting for over 95% of total revenue. The business quality is medium due to strong revenue growth of 23.3% in the most recent quarter and a robust earnings growth of 141.9% in the same period, supported by a high gros…
Accumulation Zones
Metric AMZN CRWD
Zone Low $237.00 $440.37
Zone High $268.60 $499.09
In Buy Zone? Yes Yes
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