CRWD vs MRK: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Merck & Co., Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-20.
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
VS
Merck & Co., Inc. · Healthcare
$114.27
+3.3% upside to fair value
Grade C
High Quality
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 |
MRK |
| Current Price |
$436.32 |
$114.27 |
| Fair Value Estimate |
$587.16 |
$118.00 |
| Upside to Fair Value |
+34.6%
|
+3.3%
|
| Market Cap |
$110.7B |
$282.2B |
| Forward P/E |
-601.6x
|
22.4x
|
| EV / EBITDA |
951.5x
|
13.5x
|
| Price / Sales |
23.0x
|
4.3x
|
| Price / FCF |
89.3x
|
20.2x
|
| Revenue Growth YoY |
+23.3%
|
+5.0%
|
| Gross Margin |
74.9%
|
81.9%
|
| Operating Margin |
-5.4%
|
27.5%
|
| Return on Equity |
-4.7%
|
5.6%
|
| Dividend Yield |
0% |
2.91% |
| FCF Yield |
1.12%
|
4.95%
|
| Analyst Consensus |
Buy
|
Overweight
|
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…
Merck delivered a clean Q1 2026 operational beat on April 30, with revenue of 16.3 billion dollars growing 5 percent year over year and Keytruda sales rising 12 percent to 8.0 billion dollars. The reported loss of 1.28 dollars per share, though better than the negative 1.47 dollar consensus estimate, reflected a 3.62 dollar per share IPR and D charge tied to the Cidara Therapeutics acquisition an…
Accumulation Zones
| Metric |
CRWD |
MRK |
| Zone Low |
$440.37 |
$88.50 |
| Zone High |
$499.09 |
$100.30 |
| In Buy Zone? |
Yes
|
No
|