CRWD vs HON: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Honeywell International 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
Honeywell International Inc. · Industrials
$235.04
-9.9% 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.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
HON |
| Current Price |
$449.61 |
$235.04 |
| Fair Value Estimate |
$926.44 |
$211.73 |
| Upside to Fair Value |
+106.1%
|
-9.9%
|
| Market Cap |
$114.0B |
$149.4B |
| Forward P/E |
-619.9x
|
22.3x
|
| EV / EBITDA |
981.7x
|
16.9x
|
| Price / Sales |
23.7x
|
4.0x
|
| Price / FCF |
92.0x
|
27.7x
|
| Revenue Growth YoY |
+23.3%
|
-2.7%
|
| Gross Margin |
74.9%
|
36.9%
|
| Operating Margin |
-5.4%
|
17.7%
|
| Return on Equity |
-4.7%
|
33.28%
|
| Dividend Yield |
0% |
1.92% |
| FCF Yield |
1.09%
|
3.61%
|
| 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…
Honeywell is a diversified industrial conglomerate in the final stages of a transformative three-way separation into Honeywell Aerospace, Solstice Advanced Materials, and a retained Automation entity, targeting Q3 2026 completion. The business generated 33% ROE and $5.4B in free cash flow on $37.4B revenue in FY2025, supported by a record $37B backlog with 23% organic order growth in Q4. At $235 …
Accumulation Zones
| Metric |
CRWD |
HON |
| Zone Low |
$694.83 |
$158.80 |
| Zone High |
$787.47 |
$179.97 |
| In Buy Zone? |
Yes
|
No
|