COST vs CRWD: Which Is the Better Buy?
Side-by-side comparison of Costco Wholesale Corporation and CrowdStrike Holdings, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Costco Wholesale Corporation · Consumer Defensive
$896.48
+24.7% upside to fair value
Med Conviction
Grade B
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
QuantHub Verdict
COST has more upside to fair value
(+24.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
COST |
CRWD |
| Current Price |
$896.48 |
$259.67 |
| Fair Value Estimate |
$1,117.50 |
$225.56 |
| Upside to Fair Value |
+24.7%
|
-13.1%
|
| Market Cap |
$397.6B |
$264.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
32.7x
|
595.7x
|
| Price / Sales |
1.3x
|
49.0x
|
| Price / FCF |
42.4x
|
167.9x
|
| Revenue Growth YoY |
+11.1%
|
+25.8%
|
| Gross Margin |
17.5%
|
75.2%
|
| Operating Margin |
3.9%
|
-2.2%
|
| Return on Equity |
28.0%
|
1.3%
|
| Dividend Yield |
0.62% |
0% |
| FCF Yield |
2.36%
|
0.6%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Costco Wholesale Corporation operates a global network of membership-based warehouse clubs, selling branded and private-label merchandise across the United States, Canada, Mexico, Japan, the United Kingdom, South Korea, Taiwan, Australia, Spain, France, Iceland, and China, supplemented by pharmacies, optical centers, food courts, hearing aid centers, tire installation, 636 gas stations, and e-com…
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 |
COST |
CRWD |
| Zone Low |
$838.12 |
$169.17 |
| Zone High |
$949.88 |
$191.73 |
| In Buy Zone? |
Yes
|
No
|