CRWD vs MAR: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Marriott International, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-07.
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
VS
Marriott International, Inc. · Consumer Cyclical
$359.06
-45.0% upside to fair value
Grade D
QuantHub Verdict
CRWD has more upside to fair value
(+34.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
MAR |
| Current Price |
$436.32 |
$359.06 |
| Fair Value Estimate |
$587.16 |
$197.48 |
| Upside to Fair Value |
+34.6%
|
-45.0%
|
| Market Cap |
$110.7B |
$95.2B |
| Forward P/E |
-601.6x
|
37.7x
|
| EV / EBITDA |
951.5x
|
29.5x
|
| Price / Sales |
23.0x
|
4.4x
|
| Price / FCF |
89.3x
|
29.3x
|
| Revenue Growth YoY |
+23.3%
|
-71.1%
|
| Gross Margin |
74.9%
|
6.0%
|
| Operating Margin |
-5.4%
|
19.6%
|
| Return on Equity |
-4.7%
|
-78.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.12%
|
3.41%
|
| Analyst Consensus |
Buy
|
Hold
|
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…
Marriott International operates a global fee-driven, asset-light hotel business with a portfolio of over 30 brands and a strong competitive position in the travel lodging industry. The company benefits from a durable competitive moat supported by its brand strength, extensive network, and recurring franchise and management fees. However, recent financials show significant headwinds with a 71.1% y…
Accumulation Zones
| Metric |
CRWD |
MAR |
| Zone Low |
$440.37 |
$148.11 |
| Zone High |
$499.09 |
$167.86 |
| In Buy Zone? |
Yes
|
No
|