CRWD vs INTU: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Intuit 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
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction
Grade A-
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 |
INTU |
| Current Price |
$449.61 |
$396.57 |
| Fair Value Estimate |
$926.44 |
$546.00 |
| Upside to Fair Value |
+106.1%
|
+37.7%
|
| Market Cap |
$114.0B |
$110.4B |
| Forward P/E |
-619.9x
|
19.5x
|
| EV / EBITDA |
981.7x
|
19.0x
|
| Price / Sales |
23.7x
|
5.9x
|
| Price / FCF |
92.0x
|
18.1x
|
| Revenue Growth YoY |
+23.3%
|
+15.6%
|
| Gross Margin |
74.9%
|
80.8%
|
| Operating Margin |
-5.4%
|
26.1%
|
| Return on Equity |
-4.7%
|
19.6%
|
| Dividend Yield |
0% |
1.17% |
| FCF Yield |
1.09%
|
5.51%
|
| 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…
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
Accumulation Zones
| Metric |
CRWD |
INTU |
| Zone Low |
$694.83 |
$410.00 |
| Zone High |
$787.47 |
$464.00 |
| In Buy Zone? |
Yes
|
Yes
|