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 2026-07-16.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
Intuit Inc. · Technology
$279.70
+45.0% upside to fair value
Grade A High Quality
QuantHub Verdict
INTU has more upside to fair value (+45.0%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric CRWD INTU
Current Price $191.12 $279.70
Fair Value Estimate $253.64 $405.56
Upside to Fair Value +32.7% +45.0%
Market Cap $194.6B $76.5B
Forward P/E -4023.6x 16.9x
EV / EBITDA 570.3x 11.2x
Price / Sales 38.2x 3.7x
Price / FCF 134.0x 9.9x
Revenue Growth YoY +25.6% +10.4%
Gross Margin 75.0% 81.0%
Operating Margin -3.9% 27.5%
Return on Equity -0.6% 23.3%
Dividend Yield 0% 0%
FCF Yield 0.75% 10.08%
Analyst Consensus Strong Buy Buy
Investment Thesis
CRWD — CrowdStrike Holdings, Inc.
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
INTU — Intuit Inc.
Intuit Inc. is a leading technology company specializing in software applications for financial management, including popular products like TurboTax and QuickBooks. The company demonstrates high business quality with a durable competitive moat supported by strong brand recognition, high gross margins of 81%, and a robust return on equity of 23.3%. Despite a moderate revenue growth of 10.4% and ea…
Accumulation Zones
Metric CRWD INTU
Zone Low $190.23 $304.17
Zone High $215.59 $344.73
In Buy Zone? Yes Yes
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