CRWD vs GS: Which Is the Better Buy?

Side-by-side comparison of CrowdStrike Holdings, Inc. and The Goldman Sachs Group, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-14.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
The Goldman Sachs Group, Inc. · Financial Services
$1,045.91
-45.0% upside to fair value
Grade D
QuantHub Verdict
CRWD has more upside to fair value (+32.7%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric CRWD GS
Current Price $191.12 $1,045.91
Fair Value Estimate $253.64 $575.25
Upside to Fair Value +32.7% -45.0%
Market Cap $194.6B $308.6B
Forward P/E -4023.6x 23.6x
EV / EBITDA 570.3x 15.9x
Price / Sales 38.2x 3.1x
Price / FCF 134.0x -7.4x
Revenue Growth YoY +25.6% -35.0%
Gross Margin 75.0% 47.4%
Operating Margin -3.9% 17.8%
Return on Equity -0.6% 15.3%
Dividend Yield 0% 0%
FCF Yield 0.75%
Analyst Consensus Strong Buy Hold
Investment Thesis
CRWD — CrowdStrike Holdings, Inc.
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…
GS — The Goldman Sachs Group, Inc.
The Goldman Sachs Group, Inc. operates as a leading global financial services firm specializing in investment banking, securities, investment management, and consumer banking. Despite its strong brand and competitive position in financial capital markets, the company currently faces significant headwinds as evidenced by a 35% decline in revenue and a 100% drop in earnings in the most recent quart…
Accumulation Zones
Metric CRWD GS
Zone Low $190.23 $431.44
Zone High $215.59 $488.96
In Buy Zone? Yes No
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