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 2026-09-25.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
Microsoft Corporation · Technology
$497.12
+41.3% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
MSFT has more upside to fair value
(+41.3%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
MSFT |
| Current Price |
$259.67 |
$497.12 |
| Fair Value Estimate |
$225.56 |
$702.35 |
| Upside to Fair Value |
-13.1%
|
+41.3%
|
| Market Cap |
$264.4B |
$3,691.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
18.3x
|
| Price / Sales |
49.0x
|
11.1x
|
| Price / FCF |
167.9x
|
55.1x
|
| Revenue Growth YoY |
+25.8%
|
+17.7%
|
| Gross Margin |
75.2%
|
67.9%
|
| Operating Margin |
-2.2%
|
46.8%
|
| Return on Equity |
1.3%
|
33.2%
|
| Dividend Yield |
0% |
0.73% |
| FCF Yield |
0.6%
|
1.81%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings is a cloud-native cybersecurity platform company that sells subscriptions to its Falcon platform and a growing array of cloud modules spanning endpoint protection, cloud workload security, identity protection, Next-Gen SIEM, threat intelligence, and managed services, generating revenue through a direct sales force and channel partners from its Austin, Texas headquarters with …
Microsoft is a global infrastructure-software platform spanning Azure, Microsoft 365, security, Dynamics, Windows, GitHub and AI copilots, with high business quality supported by enterprise distribution, explicitly cited switching costs, a $678 billion commercial RPO balance, 67.9% TTM gross margin, 46.8% TTM operating margin, 40.3% TTM net margin and 33.2% ROE. Revenue grew 17.7% and earnings gr…
Accumulation Zones
| Metric |
CRWD |
MSFT |
| Zone Low |
$169.17 |
$526.76 |
| Zone High |
$191.73 |
$597.00 |
| In Buy Zone? |
No
|
Yes
|