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 2026-05-20.
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
VS
The Home Depot, Inc. · Consumer Cyclical
$302.44
+22.0% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
CRWD 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 |
$436.32 |
$302.44 |
| Fair Value Estimate |
$587.16 |
$369.00 |
| Upside to Fair Value |
+34.6%
|
+22.0%
|
| Market Cap |
$110.7B |
$301.2B |
| Forward P/E |
-601.6x
|
20.5x
|
| EV / EBITDA |
951.5x
|
16.5x
|
| Price / Sales |
23.0x
|
2.0x
|
| Price / FCF |
89.3x
|
26.6x
|
| Revenue Growth YoY |
+23.3%
|
+4.8%
|
| Gross Margin |
74.9%
|
33.3%
|
| Operating Margin |
-5.4%
|
12.7%
|
| Return on Equity |
-4.7%
|
110.5%
|
| Dividend Yield |
0% |
2.72% |
| FCF Yield |
1.12%
|
3.75%
|
| Analyst Consensus |
Buy
|
Buy
|
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…
Home Depot remains the world's largest home improvement retailer with 2,350+ stores, dominant 52% market share, and an expanding Pro contractor segment bolstered by the SRS Distribution acquisition. Q1 FY2026 results released May 19 beat both the top and bottom line, with revenue of $41.77B up 4.8% year over year and adjusted EPS of $3.43 versus the $3.41 consensus. Comp sales grew only 0.6% howe…
Accumulation Zones
| Metric |
CRWD |
HD |
| Zone Low |
$440.37 |
$276.75 |
| Zone High |
$499.09 |
$313.65 |
| In Buy Zone? |
Yes
|
Yes
|