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 2026-09-25.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
JNJ has more upside to fair value
(+5.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
JNJ |
| Current Price |
$259.67 |
$270.68 |
| Fair Value Estimate |
$225.56 |
$286.05 |
| Upside to Fair Value |
-13.1%
|
+5.7%
|
| Market Cap |
$264.4B |
$652.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
20.2x
|
| Price / Sales |
49.0x
|
6.7x
|
| Price / FCF |
167.9x
|
35.3x
|
| Revenue Growth YoY |
+25.8%
|
+6.6%
|
| Gross Margin |
75.2%
|
67.9%
|
| Operating Margin |
-2.2%
|
26.8%
|
| Return on Equity |
1.3%
|
25.7%
|
| Dividend Yield |
0% |
1.95% |
| FCF Yield |
0.6%
|
2.83%
|
| 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 …
Johnson & Johnson is a 141,700-employee healthcare holding company operating two segments, Innovative Medicine (immunology, oncology, neuroscience, infectious disease, cardiovascular and metabolism, pulmonary hypertension) and MedTech (interventional solutions, orthopaedics, surgery, vision), founded in 1887 and headquartered in New Brunswick, New Jersey. Business quality is high on fundamentals:…
Accumulation Zones
| Metric |
CRWD |
JNJ |
| Zone Low |
$169.17 |
$214.54 |
| Zone High |
$191.73 |
$243.14 |
| In Buy Zone? |
No
|
No
|