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 2026-04-25.
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
VS
Honeywell International Inc. · Industrials
$213.17
-14.5% upside to fair value
Grade D
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 |
HON |
| Current Price |
$436.32 |
$213.17 |
| Fair Value Estimate |
$587.16 |
$182.35 |
| Upside to Fair Value |
+34.6%
|
-14.5%
|
| Market Cap |
$110.7B |
$135.1B |
| Forward P/E |
-601.6x
|
33.0x
|
| EV / EBITDA |
951.5x
|
23.9x
|
| Price / Sales |
23.0x
|
3.7x
|
| Price / FCF |
89.3x
|
32.4x
|
| Revenue Growth YoY |
+23.3%
|
-6.9%
|
| Gross Margin |
74.9%
|
36.9%
|
| Operating Margin |
-5.4%
|
14.9%
|
| Return on Equity |
-4.7%
|
23.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.12%
|
3.09%
|
| 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…
Honeywell International Inc. is a diversified industrial conglomerate operating across Aerospace Technologies, Building Automation, Process Automation and Technology, and Safety and Productivity Solutions. The company benefits from a strong leadership team with deep internal experience and a history of strategic acquisitions that have expanded its portfolio into high-growth areas such as aerospac…
Accumulation Zones
| Metric |
CRWD |
HON |
| Zone Low |
$440.37 |
$136.76 |
| Zone High |
$499.09 |
$155.00 |
| In Buy Zone? |
Yes
|
No
|