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 2026-09-25.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
Alphabet Inc. · Communication Services
$342.36
+16.6% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GOOGL has more upside to fair value
(+16.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
GOOGL |
| Current Price |
$259.67 |
$342.36 |
| Fair Value Estimate |
$225.56 |
$399.26 |
| Upside to Fair Value |
-13.1%
|
+16.6%
|
| Market Cap |
$264.4B |
$4,143.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
12.9x
|
| Price / Sales |
49.0x
|
9.3x
|
| Price / FCF |
167.9x
|
78.1x
|
| Revenue Growth YoY |
+25.8%
|
+24.2%
|
| Gross Margin |
75.2%
|
60.9%
|
| Operating Margin |
-2.2%
|
33.1%
|
| Return on Equity |
1.3%
|
50.8%
|
| Dividend Yield |
0% |
0.25% |
| FCF Yield |
0.6%
|
1.28%
|
| 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 …
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
Accumulation Zones
| Metric |
CRWD |
GOOGL |
| Zone Low |
$169.17 |
$299.44 |
| Zone High |
$191.73 |
$339.37 |
| In Buy Zone? |
No
|
No
|