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 2026-04-22.
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
VS
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
QuantHub Verdict
CRWD has more upside to fair value
(+106.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
LLY |
| Current Price |
$449.61 |
$939.47 |
| Fair Value Estimate |
$926.44 |
$1,607.00 |
| Upside to Fair Value |
+106.1%
|
+71.1%
|
| Market Cap |
$114.0B |
$887.6B |
| Forward P/E |
-619.9x
|
27.4x
|
| EV / EBITDA |
981.7x
|
35.8x
|
| Price / Sales |
23.7x
|
14.8x
|
| Price / FCF |
92.0x
|
107.6x
|
| Revenue Growth YoY |
+23.3%
|
+44.7%
|
| Gross Margin |
74.9%
|
83.8%
|
| Operating Margin |
-5.4%
|
45.6%
|
| Return on Equity |
-4.7%
|
77.8%
|
| Dividend Yield |
0% |
0.56% |
| FCF Yield |
1.09%
|
0.93%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection and threat intelligence through its Falcon platform, which generates over 94% of its revenue from subscription services. The business quality is high due to its durable competitive moat built on cutting-edge big data security technology, strong management with a founder-led CEO who has o…
Eli Lilly remains the dominant GLP-1 franchise holder with Mounjaro and Zepbound generating $36.5B combined in 2025 on 45% total revenue growth to $65.2B. The company guided $80-83B for 2026, well above prior Street consensus, and launched Foundayo (oral GLP-1, FDA approved April 2026) with $1.5B pre-built inventory. At $939 the stock trades at 14.8x P/S, right at its 5-year median, and 27.4x for…
Accumulation Zones
| Metric |
CRWD |
LLY |
| Zone Low |
$694.83 |
$1,205.00 |
| Zone High |
$787.47 |
$1,366.00 |
| In Buy Zone? |
Yes
|
Yes
|