CRWD vs LLY: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Eli Lilly and 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
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction
Grade A
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 |
LLY |
| Current Price |
$191.12 |
$1,179.09 |
| Fair Value Estimate |
$253.64 |
$1,552.32 |
| Upside to Fair Value |
+32.7%
|
+31.7%
|
| Market Cap |
$194.6B |
$1,110.4B |
| Forward P/E |
-4023.6x
|
—
|
| EV / EBITDA |
570.3x
|
34.3x
|
| Price / Sales |
38.2x
|
14.6x
|
| Price / FCF |
134.0x
|
77.7x
|
| Revenue Growth YoY |
+25.6%
|
+55.5%
|
| Gross Margin |
75.0%
|
83.5%
|
| Operating Margin |
-3.9%
|
45.9%
|
| Return on Equity |
-0.6%
|
101.3%
|
| Dividend Yield |
0% |
0.55% |
| FCF Yield |
0.75%
|
1.29%
|
| 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…
Eli Lilly is a global biopharma company whose exceptionally profitable cardiometabolic franchises, led by Mounjaro and Zepbound, are driving a high-quality growth phase: revenue rose 55.5% year over year and earnings rose 168.0% year over year in the most recent quarter, while gross, operating, and net margins were 83.5%, 45.9%, and 35.0%, respectively. Business quality is high because tirzepatid…
Accumulation Zones
| Metric |
CRWD |
LLY |
| Zone Low |
$190.23 |
$1,164.24 |
| Zone High |
$215.59 |
$1,319.47 |
| In Buy Zone? |
Yes
|
Yes
|