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 2026-07-13.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
The Home Depot, Inc. · Consumer Cyclical
$343.30
+34.6% upside to fair value
Grade A
High Quality
QuantHub Verdict
HD has more upside to fair value
(+34.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
HD |
| Current Price |
$191.12 |
$343.30 |
| Fair Value Estimate |
$253.64 |
$462.14 |
| Upside to Fair Value |
+32.7%
|
+34.6%
|
| Market Cap |
$194.6B |
$342.3B |
| Forward P/E |
-4023.6x
|
24.3x
|
| EV / EBITDA |
570.3x
|
16.5x
|
| Price / Sales |
38.2x
|
2.0x
|
| Price / FCF |
134.0x
|
23.9x
|
| Revenue Growth YoY |
+25.6%
|
+4.8%
|
| Gross Margin |
75.0%
|
33.1%
|
| Operating Margin |
-3.9%
|
12.4%
|
| Return on Equity |
-0.6%
|
113.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
4.18%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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…
The Home Depot, Inc. operates as a leading home improvement retailer in the consumer cyclical sector, leveraging a strong brand and cost advantages to maintain a durable competitive moat. Despite a modest revenue growth of 4.8% and a decline in earnings by 4.2% in the most recent quarter, the company exhibits exceptional profitability metrics including a 113.3% return on equity and solid margins …
Accumulation Zones
| Metric |
CRWD |
HD |
| Zone Low |
$190.23 |
$346.61 |
| Zone High |
$215.59 |
$392.82 |
| In Buy Zone? |
Yes
|
Yes
|