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 2026-09-25.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
QuantHub Verdict
CRWD has more upside to fair value
(-13.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
DELL |
| Current Price |
$259.67 |
$569.00 |
| Fair Value Estimate |
$225.56 |
$383.93 |
| Upside to Fair Value |
-13.1%
|
-32.5%
|
| Market Cap |
$264.4B |
$378.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
21.8x
|
| Price / Sales |
49.0x
|
2.5x
|
| Price / FCF |
167.9x
|
42.9x
|
| Revenue Growth YoY |
+25.8%
|
+57.7%
|
| Gross Margin |
75.2%
|
19.8%
|
| Operating Margin |
-2.2%
|
9.6%
|
| Return on Equity |
1.3%
|
-574.6%
|
| Dividend Yield |
0% |
0.41% |
| FCF Yield |
0.6%
|
2.33%
|
| 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 …
Dell Technologies is a $378 billion market-cap computer hardware vendor spanning Infrastructure Solutions Group (servers, storage, networking), Client Solutions Group (PCs, displays, peripherals), and a VMware-related software franchise, led by founder-CEO Michael Dell. The business is fundamentally low-quality on the numbers: TTM gross margin is 19.8%, operating margin 9.6%, and net margin 7.5%,…
Accumulation Zones
| Metric |
CRWD |
DELL |
| Zone Low |
$169.17 |
$287.95 |
| Zone High |
$191.73 |
$326.34 |
| In Buy Zone? |
No
|
No
|