CRWD vs MA: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Mastercard Incorporated — 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
Mastercard Incorporated · Financial Services
$521.30
+95.4% upside to fair value
Grade B
High Quality
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 |
MA |
| Current Price |
$449.61 |
$521.30 |
| Fair Value Estimate |
$926.44 |
$1,018.59 |
| Upside to Fair Value |
+106.1%
|
+95.4%
|
| Market Cap |
$114.0B |
$465.2B |
| Forward P/E |
-619.9x
|
31.2x
|
| EV / EBITDA |
981.7x
|
23.4x
|
| Price / Sales |
23.7x
|
14.2x
|
| Price / FCF |
92.0x
|
27.2x
|
| Revenue Growth YoY |
+23.3%
|
+17.6%
|
| Gross Margin |
74.9%
|
83.4%
|
| Operating Margin |
-5.4%
|
59.2%
|
| Return on Equity |
-4.7%
|
198.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.09%
|
3.67%
|
| 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…
Mastercard Incorporated operates a leading global payments network and value-added services platform, benefiting from strong secular growth in digital payments and cybersecurity. The company exhibits high business quality with a durable competitive moat supported by network effects, brand strength, and intangible assets. It has demonstrated robust earnings growth with a 21.5% increase in the most…
Accumulation Zones
| Metric |
CRWD |
MA |
| Zone Low |
$694.83 |
$763.94 |
| Zone High |
$787.47 |
$865.80 |
| In Buy Zone? |
Yes
|
Yes
|