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 2026-07-09.
Costco Wholesale Corporation · Consumer Defensive
$947.50
-1.4% upside to fair value
Grade C
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 |
COST |
CRWD |
| Current Price |
$947.50 |
$191.12 |
| Fair Value Estimate |
$933.84 |
$253.64 |
| Upside to Fair Value |
-1.4%
|
+32.7%
|
| Market Cap |
$420.2B |
$194.6B |
| Forward P/E |
47.6x
|
-4023.6x
|
| EV / EBITDA |
28.3x
|
570.3x
|
| Price / Sales |
1.4x
|
38.2x
|
| Price / FCF |
47.7x
|
134.0x
|
| Revenue Growth YoY |
+11.6%
|
+25.6%
|
| Gross Margin |
12.9%
|
75.0%
|
| Operating Margin |
3.8%
|
-3.9%
|
| Return on Equity |
28.3%
|
-0.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.1%
|
0.75%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Costco Wholesale Corporation operates as a membership-only warehouse club offering a wide range of merchandise at low prices. The company exhibits high business quality with a durable competitive moat driven by cost advantages, strong brand loyalty, and efficient operations, reflected in a robust ROE of 28.3% and solid revenue growth of 11.6% in the most recent quarter. Despite these strengths, t…
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 |
COST |
CRWD |
| Zone Low |
$700.38 |
$190.23 |
| Zone High |
$793.76 |
$215.59 |
| In Buy Zone? |
No
|
Yes
|