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 2026-05-04.
CrowdStrike Holdings, Inc. · Technology
$436.32
+106.4% upside to fair value
Grade B
VS
The Coca-Cola Company · Consumer Defensive
$78.19
-7.8% upside to fair value
Grade D
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+106.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
KO |
| Current Price |
$436.32 |
$78.19 |
| Fair Value Estimate |
$900.47 |
$72.12 |
| Upside to Fair Value |
+106.4%
|
-7.8%
|
| Market Cap |
$110.7B |
$336.5B |
| Forward P/E |
-601.6x
|
24.6x
|
| EV / EBITDA |
951.5x
|
19.9x
|
| Price / Sales |
23.0x
|
6.8x
|
| Price / FCF |
89.3x
|
26.8x
|
| Revenue Growth YoY |
+23.3%
|
+12.1%
|
| Gross Margin |
74.9%
|
61.7%
|
| Operating Margin |
-5.4%
|
29.3%
|
| Return on Equity |
-4.7%
|
43.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.12%
|
3.73%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-based endpoint protection and threat intelligence, with a dominant subscription revenue model accounting for over 95% of total revenue. The business quality is medium due to strong revenue growth of 23.3% in the most recent quarter and a robust earnings growth of 141.9% in the same period, supported by a high gros…
The Coca-Cola Company is a leading global beverage company specializing in non-alcoholic drinks with a diversified portfolio including sparkling soft drinks, juices, water, coffee, and energy beverages. The business quality is high due to its durable brand moat, consistent earnings growth, and strong operational efficiency, reflected in a 43.6% return on equity and 12.1% revenue growth in the mos…
Accumulation Zones
| Metric |
CRWD |
KO |
| Zone Low |
$675.35 |
$54.09 |
| Zone High |
$765.40 |
$61.30 |
| In Buy Zone? |
Yes
|
No
|