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 2026-09-25.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
Deere & Company · Industrials
$703.12
-12.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
DE has more upside to fair value
(-12.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
DE |
| Current Price |
$259.67 |
$703.12 |
| Fair Value Estimate |
$225.56 |
$616.99 |
| Upside to Fair Value |
-13.1%
|
-12.2%
|
| Market Cap |
$264.4B |
$189.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
22.1x
|
| Price / Sales |
49.0x
|
4.0x
|
| Price / FCF |
167.9x
|
49.1x
|
| Revenue Growth YoY |
+25.8%
|
+7.0%
|
| Gross Margin |
75.2%
|
35.7%
|
| Operating Margin |
-2.2%
|
19.0%
|
| Return on Equity |
1.3%
|
18.1%
|
| Dividend Yield |
0% |
0.92% |
| FCF Yield |
0.6%
|
2.04%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
CrowdStrike Holdings is a cloud-native cybersecurity platform company that sells subscriptions to its Falcon platform and a growing array of cloud modules spanning endpoint protection, cloud workload security, identity protection, Next-Gen SIEM, threat intelligence, and managed services, generating revenue through a direct sales force and channel partners from its Austin, Texas headquarters with …
Deere & Company is a 1837-founded global manufacturer of agricultural, turf, and construction equipment organized across Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services, employing roughly 73,100 people under CEO John C. May. Business quality is high on franchise strength but currently strained by the large-agriculture cycle: TTM …
Accumulation Zones
| Metric |
CRWD |
DE |
| Zone Low |
$169.17 |
$462.74 |
| Zone High |
$191.73 |
$524.44 |
| In Buy Zone? |
No
|
No
|