CRWD vs DE: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Deere & Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-09.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
Deere & Company · Industrials
$596.74
-29.8% upside to fair value
Grade C
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+32.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
DE |
| Current Price |
$191.12 |
$596.74 |
| Fair Value Estimate |
$253.64 |
$418.72 |
| Upside to Fair Value |
+32.7%
|
-29.8%
|
| Market Cap |
$194.6B |
$161.1B |
| Forward P/E |
-4023.6x
|
33.7x
|
| EV / EBITDA |
570.3x
|
19.0x
|
| Price / Sales |
38.2x
|
3.4x
|
| Price / FCF |
134.0x
|
42.8x
|
| Revenue Growth YoY |
+25.6%
|
+6.7%
|
| Gross Margin |
75.0%
|
35.4%
|
| Operating Margin |
-3.9%
|
18.4%
|
| Return on Equity |
-0.6%
|
18.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
2.34%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
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…
Deere & Company operates in the agricultural machinery sector, providing durable equipment critical to farming and construction industries. The business quality is high, supported by a strong 18.3% return on equity and solid gross and operating margins of 35.4% and 18.4%, respectively. However, the stock is currently overvalued, trading approximately 30% above its fair value estimate of $418.72, …
Accumulation Zones
| Metric |
CRWD |
DE |
| Zone Low |
$190.23 |
$314.04 |
| Zone High |
$215.59 |
$355.91 |
| In Buy Zone? |
Yes
|
No
|