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 2026-04-24.
Costco Wholesale Corporation · Consumer Defensive
$999.89
-20.7% upside to fair value
Grade D
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.
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Valuation & Fundamentals
| Metric |
COST |
CRWD |
| Current Price |
$999.89 |
$436.32 |
| Fair Value Estimate |
$793.02 |
$587.16 |
| Upside to Fair Value |
-20.7%
|
+34.6%
|
| Market Cap |
$443.6B |
$110.7B |
| Forward P/E |
51.9x
|
-601.6x
|
| EV / EBITDA |
30.9x
|
951.5x
|
| Price / Sales |
1.6x
|
23.0x
|
| Price / FCF |
48.8x
|
89.3x
|
| Revenue Growth YoY |
+9.2%
|
+23.3%
|
| Gross Margin |
12.9%
|
74.9%
|
| Operating Margin |
3.8%
|
-5.4%
|
| Return on Equity |
28.8%
|
-4.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.05%
|
1.12%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Costco Wholesale Corporation operates a global membership-based warehouse club model that leverages scale, low costs, and superior employee retention to deliver consistent revenue and earnings growth. The company reported $269.9 billion in net sales for fiscal 2025 with an 8% year-over-year increase, driven by strong segments in Foods and Sundries and membership fees exceeding $5.65 billion in th…
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 |
COST |
CRWD |
| Zone Low |
$594.76 |
$440.37 |
| Zone High |
$674.07 |
$499.09 |
| In Buy Zone? |
No
|
Yes
|