CRWD vs GEV: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and GE Vernova 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
GE Vernova Inc. · Industrials
$951.82
+35.4% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GEV has more upside to fair value
(+35.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
GEV |
| Current Price |
$259.67 |
$951.82 |
| Fair Value Estimate |
$225.56 |
$1,288.67 |
| Upside to Fair Value |
-13.1%
|
+35.4%
|
| Market Cap |
$264.4B |
$253.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
28.2x
|
| Price / Sales |
49.0x
|
6.1x
|
| Price / FCF |
167.9x
|
20.5x
|
| Revenue Growth YoY |
+25.8%
|
+21.9%
|
| Gross Margin |
75.2%
|
20.2%
|
| Operating Margin |
-2.2%
|
4.4%
|
| Return on Equity |
1.3%
|
83.4%
|
| Dividend Yield |
0% |
0.18% |
| FCF Yield |
0.6%
|
4.88%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 …
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,…
Accumulation Zones
| Metric |
CRWD |
GEV |
| Zone Low |
$169.17 |
$966.50 |
| Zone High |
$191.73 |
$1,095.37 |
| In Buy Zone? |
No
|
Yes
|