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 2026-09-25.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
The Goldman Sachs Group, Inc. · Financial Services
$923.29
+25.9% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
GS has more upside to fair value
(+25.9%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
GS |
| Current Price |
$259.67 |
$923.29 |
| Fair Value Estimate |
$225.56 |
$1,162.79 |
| Upside to Fair Value |
-13.1%
|
+25.9%
|
| Market Cap |
$264.4B |
$272.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
26.3x
|
| Price / Sales |
49.0x
|
2.3x
|
| Price / FCF |
167.9x
|
—
|
| Revenue Growth YoY |
+25.8%
|
+22.9%
|
| Gross Margin |
75.2%
|
57.3%
|
| Operating Margin |
-2.2%
|
24.8%
|
| Return on Equity |
1.3%
|
17.0%
|
| Dividend Yield |
0% |
1.95% |
| FCF Yield |
0.6%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
Goldman Sachs is a global financial services firm operating four divisions: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management, with 46,200 full-time employees and a market cap of $272.38 billion at a current price of $923.29. The business quality is high because of its leading franchise in advisory, underwriting, and trading, evidenced by a 17.0% ROE, a 57.3% …
Accumulation Zones
| Metric |
CRWD |
GS |
| Zone Low |
$169.17 |
$872.09 |
| Zone High |
$191.73 |
$988.37 |
| In Buy Zone? |
No
|
Yes
|