CRWD vs GOOG: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Alphabet Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
VS
Alphabet Inc. · Communication Services
$339.40
-4.4% upside to fair value
Grade D
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+106.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
GOOG |
| Current Price |
$449.61 |
$339.40 |
| Fair Value Estimate |
$926.44 |
$324.34 |
| Upside to Fair Value |
+106.1%
|
-4.4%
|
| Market Cap |
$114.0B |
$4,105.7B |
| Forward P/E |
-619.9x
|
31.2x
|
| EV / EBITDA |
981.7x
|
23.1x
|
| Price / Sales |
23.7x
|
10.3x
|
| Price / FCF |
92.0x
|
56.4x
|
| Revenue Growth YoY |
+23.3%
|
+11.3%
|
| Gross Margin |
74.9%
|
59.7%
|
| Operating Margin |
-5.4%
|
32.0%
|
| Return on Equity |
-4.7%
|
35.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.09%
|
1.77%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection and threat intelligence through its Falcon platform, which generates over 94% of its revenue from subscription services. The business quality is high due to its durable competitive moat built on cutting-edge big data security technology, strong management with a founder-led CEO who has o…
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
Accumulation Zones
| Metric |
CRWD |
GOOG |
| Zone Low |
$694.83 |
$243.25 |
| Zone High |
$787.47 |
$275.69 |
| In Buy Zone? |
Yes
|
No
|