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 2026-09-25.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
The Coca-Cola Company · Consumer Defensive
$88.71
+15.5% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
KO has more upside to fair value
(+15.5%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
KO |
| Current Price |
$259.67 |
$88.71 |
| Fair Value Estimate |
$225.56 |
$102.44 |
| Upside to Fair Value |
-13.1%
|
+15.5%
|
| Market Cap |
$264.4B |
$381.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
20.8x
|
| Price / Sales |
49.0x
|
7.6x
|
| Price / FCF |
167.9x
|
26.7x
|
| Revenue Growth YoY |
+25.8%
|
+6.7%
|
| Gross Margin |
75.2%
|
61.9%
|
| Operating Margin |
-2.2%
|
29.6%
|
| Return on Equity |
1.3%
|
43.0%
|
| Dividend Yield |
0% |
2.37% |
| FCF Yield |
0.6%
|
3.75%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 …
The Coca-Cola Company is a global non-alcoholic beverage concentrate, brand-management and bottling-system business with products sold in more than 200 countries and territories, supported by powerful trademarks, 2.2 billion daily servings and an entrenched distribution network. Business quality is high: TTM gross, operating and net margins are 61.9%, 29.6% and 28.6%, respectively, ROE is 43.0%, …
Accumulation Zones
| Metric |
CRWD |
KO |
| Zone Low |
$169.17 |
$76.83 |
| Zone High |
$191.73 |
$87.07 |
| In Buy Zone? |
No
|
No
|