CRWD vs DELL: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Dell Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-10.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
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 |
DELL |
| Current Price |
$191.12 |
$450.22 |
| Fair Value Estimate |
$253.64 |
$391.48 |
| Upside to Fair Value |
+32.7%
|
-13.0%
|
| Market Cap |
$194.6B |
$299.1B |
| Forward P/E |
-4023.6x
|
35.2x
|
| EV / EBITDA |
570.3x
|
22.9x
|
| Price / Sales |
38.2x
|
2.2x
|
| Price / FCF |
134.0x
|
31.7x
|
| Revenue Growth YoY |
+25.6%
|
+87.5%
|
| Gross Margin |
75.0%
|
19.2%
|
| Operating Margin |
-3.9%
|
8.0%
|
| Return on Equity |
-0.6%
|
-363.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
3.16%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Dell Technologies Inc. operates in the technology sector focusing on computer hardware, delivering strong revenue and earnings growth in the most recent quarter with 87.5% and 256.3% year-over-year increases respectively. Despite these impressive growth metrics and a solid operating margin of 8.0%, the company is currently overvalued with its stock trading 13% above the fair value estimate of $39…
Accumulation Zones
| Metric |
CRWD |
DELL |
| Zone Low |
$190.23 |
$293.61 |
| Zone High |
$215.59 |
$332.76 |
| In Buy Zone? |
Yes
|
No
|