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 2026-05-01.
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
VS
Eli Lilly and Company · Healthcare
$934.34
+17.6% upside to fair value
Grade B
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+34.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
LLY |
| Current Price |
$436.32 |
$934.34 |
| Fair Value Estimate |
$587.16 |
$1,098.43 |
| Upside to Fair Value |
+34.6%
|
+17.6%
|
| Market Cap |
$110.7B |
$882.8B |
| Forward P/E |
-601.6x
|
33.1x
|
| EV / EBITDA |
951.5x
|
27.9x
|
| Price / Sales |
23.0x
|
12.2x
|
| Price / FCF |
89.3x
|
65.0x
|
| Revenue Growth YoY |
+23.3%
|
+55.5%
|
| Gross Margin |
74.9%
|
82.7%
|
| Operating Margin |
-5.4%
|
46.3%
|
| Return on Equity |
-4.7%
|
101.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.12%
|
1.54%
|
| 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…
Eli Lilly and Company is a leading global pharmaceutical firm with a dominant position in the diabetes and obesity markets, driven by its blockbuster GLP-1 drugs Mounjaro and Zepbound which generated $36.5 billion in FY2025. The company reported $65.2 billion in total revenue for 2025, making it the top pharma by revenue globally. It exhibits high business quality with a durable competitive moat …
Accumulation Zones
| Metric |
CRWD |
LLY |
| Zone Low |
$440.37 |
$823.82 |
| Zone High |
$499.09 |
$933.67 |
| In Buy Zone? |
Yes
|
No
|