CRWD vs HD: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and The Home Depot, 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 Home Depot, Inc. · Consumer Cyclical
$337.34
+12.1% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
CRWD has more upside to fair value
(+106.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
HD |
| Current Price |
$449.61 |
$337.34 |
| Fair Value Estimate |
$926.44 |
$378.00 |
| Upside to Fair Value |
+106.1%
|
+12.1%
|
| Market Cap |
$114.0B |
$336.0B |
| Forward P/E |
-619.9x
|
23.0x
|
| EV / EBITDA |
981.7x
|
18.1x
|
| Price / Sales |
23.7x
|
2.3x
|
| Price / FCF |
92.0x
|
29.7x
|
| Revenue Growth YoY |
+23.3%
|
+3.2%
|
| Gross Margin |
74.9%
|
33.3%
|
| Operating Margin |
-5.4%
|
12.7%
|
| Return on Equity |
-4.7%
|
110.5%
|
| Dividend Yield |
0% |
2.44% |
| FCF Yield |
1.09%
|
3.37%
|
| 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…
Home Depot remains the world's largest home improvement retailer with 2,350+ stores, dominant 52% market share, and a rapidly growing Pro contractor segment bolstered by the SRS Distribution acquisition. The stock has declined 21% from its $427 high to $337, but now trades at 2.28x P/S, near the 5-year median of 2.31x, and 26.5x P/E which is above the 5-year median of 23.5x. EPS declined 4.6% in …
Accumulation Zones
| Metric |
CRWD |
HD |
| Zone Low |
$694.83 |
$285.00 |
| Zone High |
$787.47 |
$320.00 |
| In Buy Zone? |
Yes
|
No
|