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 2026-04-22.
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
VS
The Goldman Sachs Group, Inc. · Financial Services
$907.80
-3.1% upside to fair value
Low Conviction
Grade C+
QuantHub Verdict
CRWD has more upside to fair value
(+106.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
GS |
| Current Price |
$449.61 |
$907.80 |
| Fair Value Estimate |
$926.44 |
$880.00 |
| Upside to Fair Value |
+106.1%
|
-3.1%
|
| Market Cap |
$114.0B |
$269.4B |
| Forward P/E |
-619.9x
|
15.6x
|
| EV / EBITDA |
981.7x
|
29.7x
|
| Price / Sales |
23.7x
|
2.1x
|
| Price / FCF |
92.0x
|
—
|
| Revenue Growth YoY |
+23.3%
|
+9.0%
|
| Gross Margin |
74.9%
|
47.5%
|
| Operating Margin |
-5.4%
|
17.5%
|
| Return on Equity |
-4.7%
|
13.8%
|
| Dividend Yield |
0% |
1.71% |
| FCF Yield |
1.09%
|
—
|
| Analyst Consensus |
Buy
|
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…
Goldman Sachs remains the premier global investment bank with dominant franchises in M&A advisory, equities trading, and asset management. FY2025 delivered $58.3B net revenues, 15% ROE, and $51.32 diluted EPS, powered by record equities trading and a resurgent IB pipeline. The stock has pulled back 8% from January highs near $985 but still trades at 2.27x book value, well above the 5-year median …
Accumulation Zones
| Metric |
CRWD |
GS |
| Zone Low |
$694.83 |
$600.00 |
| Zone High |
$787.47 |
$680.00 |
| In Buy Zone? |
Yes
|
No
|