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 2026-04-22.
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
VS
Marriott International, Inc. · Consumer Cyclical
$377.93
-13.8% upside to fair value
Grade D
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 |
MAR |
| Current Price |
$449.61 |
$377.93 |
| Fair Value Estimate |
$926.44 |
$325.87 |
| Upside to Fair Value |
+106.1%
|
-13.8%
|
| Market Cap |
$114.0B |
$100.2B |
| Forward P/E |
-619.9x
|
39.0x
|
| EV / EBITDA |
981.7x
|
25.3x
|
| Price / Sales |
23.7x
|
3.8x
|
| Price / FCF |
92.0x
|
34.6x
|
| Revenue Growth YoY |
+23.3%
|
+4.1%
|
| Gross Margin |
74.9%
|
21.3%
|
| Operating Margin |
-5.4%
|
15.8%
|
| Return on Equity |
-4.7%
|
-79.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.09%
|
2.89%
|
| Analyst Consensus |
Buy
|
Hold
|
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…
Marriott International, Inc. operates as the world's largest hospitality company with approximately 9,000 to 9,700 properties across 141 to 143 countries and territories, managing over 30 brands and the largest loyalty program with 203 to 248 million members. The company benefits from a durable competitive moat driven by scale, brand strength, and a growing asset-light credit card royalty busines…
Accumulation Zones
| Metric |
CRWD |
MAR |
| Zone Low |
$694.83 |
$244.40 |
| Zone High |
$787.47 |
$276.99 |
| In Buy Zone? |
Yes
|
No
|