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 2026-05-13.
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
VS
Mastercard Incorporated · Financial Services
$499.81
+5.0% 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 |
MA |
| Current Price |
$436.32 |
$499.81 |
| Fair Value Estimate |
$587.16 |
$525.00 |
| Upside to Fair Value |
+34.6%
|
+5.0%
|
| Market Cap |
$110.7B |
$441.6B |
| Forward P/E |
-601.6x
|
28.6x
|
| EV / EBITDA |
951.5x
|
21.3x
|
| Price / Sales |
23.0x
|
13.0x
|
| Price / FCF |
89.3x
|
24.9x
|
| Revenue Growth YoY |
+23.3%
|
+15.8%
|
| Gross Margin |
74.9%
|
83.0%
|
| Operating Margin |
-5.4%
|
59.4%
|
| Return on Equity |
-4.7%
|
206.1%
|
| Dividend Yield |
0% |
0.6% |
| FCF Yield |
1.12%
|
4.01%
|
| 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…
Mastercard is one of two global payment network duopolists alongside Visa, with structurally high margins (83% gross, 59% operating, 46% net), powerful network effects, and durable secular tailwinds from the ongoing cash-to-card and card-to-digital migration. Q1 2026 results reported April 30 showed revenue of $8.40 billion (+15.8% YoY) and EPS of $4.35 (+20.8% YoY), driven by continued cross-bor…
Accumulation Zones
| Metric |
CRWD |
MA |
| Zone Low |
$440.37 |
$393.75 |
| Zone High |
$499.09 |
$446.25 |
| In Buy Zone? |
Yes
|
No
|