CRWD vs GOOGL: 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
$341.68
+23.3% upside to fair value
Grade C
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+106.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
GOOGL |
| Current Price |
$449.61 |
$341.68 |
| Fair Value Estimate |
$926.44 |
$421.22 |
| Upside to Fair Value |
+106.1%
|
+23.3%
|
| Market Cap |
$114.0B |
$4,133.3B |
| 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%
|
+18.1%
|
| 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 and information services, primarily through its dominant Google Services segment, Google Cloud, and Other Bets. The company benefits from a durable competitive moat driven by its dominant market shares in search, browser, and mobile OS, as well as significant infrastructure advantages in AI and cloud computing. Despite trading at a ver…
Accumulation Zones
| Metric |
CRWD |
GOOGL |
| Zone Low |
$694.83 |
$315.92 |
| Zone High |
$787.47 |
$358.04 |
| In Buy Zone? |
Yes
|
Yes
|