CRWD vs MSFT: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Microsoft Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-29.
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
VS
Microsoft Corporation · Technology
$429.25
-1.3% 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 |
MSFT |
| Current Price |
$436.32 |
$429.25 |
| Fair Value Estimate |
$587.16 |
$423.82 |
| Upside to Fair Value |
+34.6%
|
-1.3%
|
| Market Cap |
$110.7B |
$3,187.4B |
| Forward P/E |
-601.6x
|
26.8x
|
| EV / EBITDA |
951.5x
|
17.2x
|
| Price / Sales |
23.0x
|
10.4x
|
| Price / FCF |
89.3x
|
41.2x
|
| Revenue Growth YoY |
+23.3%
|
+16.7%
|
| Gross Margin |
74.9%
|
68.6%
|
| Operating Margin |
-5.4%
|
46.7%
|
| Return on Equity |
-4.7%
|
33.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.12%
|
2.43%
|
| 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…
Microsoft Corporation is a leading technology company specializing in software infrastructure, cloud computing, and productivity solutions. The company benefits from a high-quality business model characterized by durable competitive moats including strong switching costs and intangible assets such as its brand and cloud infrastructure. Under CEO Satya Nadella's leadership since 2014, Microsoft ha…
Accumulation Zones
| Metric |
CRWD |
MSFT |
| Zone Low |
$440.37 |
$317.87 |
| Zone High |
$499.09 |
$360.25 |
| In Buy Zone? |
Yes
|
No
|