CRWD vs KO: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and The Coca-Cola Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
The Coca-Cola Company · Consumer Defensive
$84.92
-10.2% upside to fair value
Grade C
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 |
KO |
| Current Price |
$191.12 |
$84.92 |
| Fair Value Estimate |
$253.64 |
$76.30 |
| Upside to Fair Value |
+32.7%
|
-10.2%
|
| Market Cap |
$194.6B |
$365.4B |
| Forward P/E |
-4023.6x
|
26.6x
|
| EV / EBITDA |
570.3x
|
20.7x
|
| Price / Sales |
38.2x
|
7.4x
|
| Price / FCF |
134.0x
|
29.1x
|
| Revenue Growth YoY |
+25.6%
|
+12.1%
|
| Gross Margin |
75.0%
|
61.7%
|
| Operating Margin |
-3.9%
|
29.3%
|
| Return on Equity |
-0.6%
|
43.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
3.44%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
The Coca-Cola Company is a leading global beverage company specializing in non-alcoholic drinks with a durable competitive moat driven by its strong brand and extensive distribution network. The business quality is high, evidenced by a 43.6% return on equity, robust gross margin of 61.7%, and solid revenue and earnings growth of 12.1% and 17.8% respectively in the most recent quarter. Despite the…
Accumulation Zones
| Metric |
CRWD |
KO |
| Zone Low |
$190.23 |
$57.22 |
| Zone High |
$215.59 |
$64.85 |
| In Buy Zone? |
Yes
|
No
|