BLK vs CRWD: Which Is the Better Buy?
Side-by-side comparison of BlackRock, Inc. and CrowdStrike Holdings, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
BlackRock, Inc. · Financial Services
$1,069.78
+44.0% upside to fair value
High Conviction
Grade A
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
QuantHub Verdict
BLK has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BLK |
CRWD |
| Current Price |
$1,069.78 |
$259.67 |
| Fair Value Estimate |
$1,540.94 |
$225.56 |
| Upside to Fair Value |
+44.0%
|
-13.1%
|
| Market Cap |
$165.8B |
$264.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
15.9x
|
595.7x
|
| Price / Sales |
6.1x
|
49.0x
|
| Price / FCF |
71.5x
|
167.9x
|
| Revenue Growth YoY |
+30.6%
|
+25.8%
|
| Gross Margin |
55.7%
|
75.2%
|
| Operating Margin |
31.1%
|
-2.2%
|
| Return on Equity |
11.7%
|
1.3%
|
| Dividend Yield |
2.09% |
0% |
| FCF Yield |
1.4%
|
0.6%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
BlackRock is the world's largest asset manager, overseeing $15.345 trillion in assets across ETFs, active strategies, alternatives, and the Aladdin investment-technology platform, serving institutional, intermediary, and individual clients globally. The business quality is high: TTM gross margin of 55.7%, operating margin of 31.1%, and net margin of 24.1% reflect the scalability of a fee-based mo…
CrowdStrike Holdings is a cloud-native cybersecurity platform company that sells subscriptions to its Falcon platform and a growing array of cloud modules spanning endpoint protection, cloud workload security, identity protection, Next-Gen SIEM, threat intelligence, and managed services, generating revenue through a direct sales force and channel partners from its Austin, Texas headquarters with …
Accumulation Zones
| Metric |
BLK |
CRWD |
| Zone Low |
$1,155.70 |
$169.17 |
| Zone High |
$1,309.80 |
$191.73 |
| In Buy Zone? |
Yes
|
No
|