CRWD vs JNJ: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Johnson & Johnson — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-15.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
Johnson & Johnson · Healthcare
$253.85
-21.7% upside to fair value
Grade D
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+32.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
JNJ |
| Current Price |
$191.12 |
$253.85 |
| Fair Value Estimate |
$253.64 |
$198.76 |
| Upside to Fair Value |
+32.7%
|
-21.7%
|
| Market Cap |
$194.6B |
$611.1B |
| Forward P/E |
-4023.6x
|
29.3x
|
| EV / EBITDA |
570.3x
|
19.2x
|
| Price / Sales |
38.2x
|
6.3x
|
| Price / FCF |
134.0x
|
34.3x
|
| Revenue Growth YoY |
+25.6%
|
+9.9%
|
| Gross Margin |
75.0%
|
69.1%
|
| Operating Margin |
-3.9%
|
26.9%
|
| Return on Equity |
-0.6%
|
26.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
2.91%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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…
Johnson & Johnson is a leading healthcare conglomerate operating primarily in the drug manufacturing sector, known for its durable competitive moat supported by strong brand recognition and intangible assets. The company exhibits high business quality with a 26.3% return on equity and robust gross and net margins of 69.1% and 21.8%, respectively. However, earnings have faced significant pressure,…
Accumulation Zones
| Metric |
CRWD |
JNJ |
| Zone Low |
$190.23 |
$149.07 |
| Zone High |
$215.59 |
$168.95 |
| In Buy Zone? |
Yes
|
No
|