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 2026-07-13.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
Alphabet Inc. · Communication Services
$355.03
-17.2% upside to fair value
Grade D
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+32.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
GOOG |
| Current Price |
$191.12 |
$355.03 |
| Fair Value Estimate |
$253.64 |
$294.10 |
| Upside to Fair Value |
+32.7%
|
-17.2%
|
| Market Cap |
$194.6B |
$4,320.1B |
| Forward P/E |
-4023.6x
|
27.0x
|
| EV / EBITDA |
570.3x
|
20.0x
|
| Price / Sales |
38.2x
|
10.2x
|
| Price / FCF |
134.0x
|
67.0x
|
| Revenue Growth YoY |
+25.6%
|
+21.8%
|
| Gross Margin |
75.0%
|
60.4%
|
| Operating Margin |
-3.9%
|
32.7%
|
| Return on Equity |
-0.6%
|
39.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
1.49%
|
| 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…
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant search engine, advertising platforms, and cloud services. The company exhibits high business quality with a durable competitive moat supported by strong network effects, brand recognition, and intangible assets. Alphabet's financials reflect robust profitability with a net margin…
Accumulation Zones
| Metric |
CRWD |
GOOG |
| Zone Low |
$190.23 |
$220.58 |
| Zone High |
$215.59 |
$249.99 |
| In Buy Zone? |
Yes
|
No
|