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 2026-04-22.
Costco Wholesale Corporation · Consumer Defensive
$999.89
-19.1% upside to fair value
Grade D
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+106.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
COST |
CRWD |
| Current Price |
$999.89 |
$449.61 |
| Fair Value Estimate |
$808.71 |
$926.44 |
| Upside to Fair Value |
-19.1%
|
+106.1%
|
| Market Cap |
$443.6B |
$114.0B |
| Forward P/E |
51.9x
|
-619.9x
|
| EV / EBITDA |
30.9x
|
981.7x
|
| Price / Sales |
1.6x
|
23.7x
|
| Price / FCF |
48.8x
|
92.0x
|
| 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%
|
1.09%
|
| 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-native endpoint protection and threat intelligence through its Falcon platform, which generates over 94% of its revenue from subscription services. The business quality is high due to its durable competitive moat built on cutting-edge big data security technology, strong management with a founder-led CEO who has o…
Accumulation Zones
| Metric |
COST |
CRWD |
| Zone Low |
$606.53 |
$694.83 |
| Zone High |
$687.40 |
$787.47 |
| In Buy Zone? |
No
|
Yes
|