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 2026-04-22.
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
VS
Johnson & Johnson · Healthcare
$230.69
+14.0% upside to fair value
Grade C
High Quality
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 |
JNJ |
| Current Price |
$449.61 |
$230.69 |
| Fair Value Estimate |
$926.44 |
$263.05 |
| Upside to Fair Value |
+106.1%
|
+14.0%
|
| Market Cap |
$114.0B |
$555.9B |
| Forward P/E |
-619.9x
|
26.8x
|
| EV / EBITDA |
981.7x
|
18.5x
|
| Price / Sales |
23.7x
|
5.8x
|
| Price / FCF |
92.0x
|
28.2x
|
| Revenue Growth YoY |
+23.3%
|
+9.9%
|
| Gross Margin |
74.9%
|
69.1%
|
| Operating Margin |
-5.4%
|
26.9%
|
| Return on Equity |
-4.7%
|
26.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.09%
|
3.54%
|
| 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…
Johnson & Johnson is a leading healthcare company focused on pharmaceuticals and medical devices following its consumer health spin-off. The business quality is high due to its durable competitive moat, diversified portfolio, and strong management with deep institutional knowledge. Despite a 52.4% decline in earnings in the most recent quarter, revenue grew 9.9% year-over-year in the same period,…
Accumulation Zones
| Metric |
CRWD |
JNJ |
| Zone Low |
$694.83 |
$197.29 |
| Zone High |
$787.47 |
$223.59 |
| In Buy Zone? |
Yes
|
No
|