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 2026-06-20.
CrowdStrike Holdings, Inc. · Technology
$684.86
+33.0% upside to fair value
Grade B
High Quality
VS
Deere & Company · Industrials
$589.24
-29.6% upside to fair value
Grade D
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+33.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
DE |
| Current Price |
$684.86 |
$589.24 |
| Fair Value Estimate |
$910.68 |
$414.61 |
| Upside to Fair Value |
+33.0%
|
-29.6%
|
| Market Cap |
$174.3B |
$159.1B |
| Forward P/E |
-3604.5x
|
33.3x
|
| EV / EBITDA |
509.7x
|
18.8x
|
| Price / Sales |
34.2x
|
3.4x
|
| Price / FCF |
120.1x
|
42.2x
|
| 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 |
0.83%
|
2.37%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection through its Falcon platform, which benefits from strong data network effects and is gaining market share against legacy competitors. The company exhibits high business quality with durable competitive advantages, strong revenue growth of 25.6% in the most recent quarter, and accelerating…
Deere & Company is a leading global manufacturer of agricultural, construction, and forestry machinery with a durable competitive moat anchored by its number one market share in large agricultural equipment and a dense dealer network. The company benefits from embedded precision agriculture technology that widens its competitive gap, particularly in North America where it holds 40 to 60 percent m…
Accumulation Zones
| Metric |
CRWD |
DE |
| Zone Low |
$683.01 |
$310.96 |
| Zone High |
$774.08 |
$352.42 |
| In Buy Zone? |
Yes
|
No
|