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 2026-04-29.
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
VS
The Goldman Sachs Group, Inc. · Financial Services
$926.55
-45.0% upside to fair value
Grade D
QuantHub Verdict
CRWD has more upside to fair value
(+34.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
GS |
| Current Price |
$436.32 |
$926.55 |
| Fair Value Estimate |
$587.16 |
$509.60 |
| Upside to Fair Value |
+34.6%
|
-45.0%
|
| Market Cap |
$110.7B |
$275.0B |
| Forward P/E |
-601.6x
|
15.6x
|
| EV / EBITDA |
951.5x
|
30.6x
|
| Price / Sales |
23.0x
|
2.5x
|
| Price / FCF |
89.3x
|
-5.8x
|
| Revenue Growth YoY |
+23.3%
|
-45.4%
|
| Gross Margin |
74.9%
|
55.5%
|
| Operating Margin |
-5.4%
|
20.5%
|
| Return on Equity |
-4.7%
|
14.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.12%
|
—
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-based endpoint protection and threat intelligence, with a dominant subscription revenue model accounting for over 95% of total revenue. The business quality is medium due to strong revenue growth of 23.3% in the most recent quarter and a robust earnings growth of 141.9% in the same period, supported by a high gros…
The Goldman Sachs Group, Inc. operates as a leading global financial services firm specializing in investment banking, securities, investment management, and consumer banking. The company benefits from a high-quality business model characterized by strong brand recognition, deep client relationships, and a history of stable leadership. However, the stock is currently significantly overvalued, tra…
Accumulation Zones
| Metric |
CRWD |
GS |
| Zone Low |
$440.37 |
$382.20 |
| Zone High |
$499.09 |
$433.16 |
| In Buy Zone? |
Yes
|
No
|