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 2026-07-09.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
Microsoft Corporation · Technology
$379.40
+45.0% upside to fair value
Grade A
High Quality
QuantHub Verdict
MSFT has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
MSFT |
| Current Price |
$191.12 |
$379.40 |
| Fair Value Estimate |
$253.64 |
$550.13 |
| Upside to Fair Value |
+32.7%
|
+45.0%
|
| Market Cap |
$194.6B |
$2,818.3B |
| Forward P/E |
-4023.6x
|
22.5x
|
| EV / EBITDA |
570.3x
|
14.2x
|
| Price / Sales |
38.2x
|
8.9x
|
| Price / FCF |
134.0x
|
38.6x
|
| Revenue Growth YoY |
+25.6%
|
+18.3%
|
| Gross Margin |
75.0%
|
68.3%
|
| Operating Margin |
-3.9%
|
46.8%
|
| Return on Equity |
-0.6%
|
33.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
2.59%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
Microsoft Corporation is a leading global technology company specializing in cloud computing, productivity software, and enterprise platforms. The company benefits from a very strong and widening competitive moat supported by scale, switching costs, an integrated ecosystem, and disciplined capital allocation including large buybacks and dividends. Its business quality is high, demonstrated by a 3…
Accumulation Zones
| Metric |
CRWD |
MSFT |
| Zone Low |
$190.23 |
$412.60 |
| Zone High |
$215.59 |
$467.61 |
| In Buy Zone? |
Yes
|
Yes
|