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 2026-09-26.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
Honeywell International Inc. · Industrials
$212.55
-8.5% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
HON has more upside to fair value
(-8.5%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
HON |
| Current Price |
$259.67 |
$212.55 |
| Fair Value Estimate |
$225.56 |
$194.50 |
| Upside to Fair Value |
-13.1%
|
-8.5%
|
| Market Cap |
$264.4B |
$67.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
7.4x
|
| Price / Sales |
49.0x
|
1.9x
|
| Price / FCF |
167.9x
|
16.4x
|
| Revenue Growth YoY |
+25.8%
|
-6.1%
|
| Gross Margin |
75.2%
|
36.6%
|
| Operating Margin |
-2.2%
|
14.1%
|
| Return on Equity |
1.3%
|
41.7%
|
| Dividend Yield |
0% |
2.09% |
| FCF Yield |
0.6%
|
6.11%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
CrowdStrike Holdings is a cloud-native cybersecurity platform company that sells subscriptions to its Falcon platform and a growing array of cloud modules spanning endpoint protection, cloud workload security, identity protection, Next-Gen SIEM, threat intelligence, and managed services, generating revenue through a direct sales force and channel partners from its Austin, Texas headquarters with …
Honeywell International Inc. is a 101,000-employee diversified industrial technology and manufacturing conglomerate, led by CEO Vimal Kapur, spanning Aerospace, Building Technologies, Performance Materials and Technologies, and Safety and Productivity Solutions. Business quality is solid but not exceptional: the company carries a durable intangible-asset and switching-cost moat in aerospace avion…
Accumulation Zones
| Metric |
CRWD |
HON |
| Zone Low |
$169.17 |
$145.88 |
| Zone High |
$191.73 |
$165.32 |
| In Buy Zone? |
No
|
No
|