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 2026-04-22.
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
VS
Microsoft Corporation · Technology
$372.20
+32.4% upside to fair value
High Conviction
Grade A
QuantHub Verdict
CRWD has more upside to fair value
(+106.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
MSFT |
| Current Price |
$449.61 |
$372.20 |
| Fair Value Estimate |
$926.44 |
$493.00 |
| Upside to Fair Value |
+106.1%
|
+32.4%
|
| Market Cap |
$114.0B |
$2,763.6B |
| Forward P/E |
-619.9x
|
22.0x
|
| EV / EBITDA |
981.7x
|
17.5x
|
| Price / Sales |
23.7x
|
9.1x
|
| Price / FCF |
92.0x
|
35.8x
|
| Revenue Growth YoY |
+23.3%
|
+14.9%
|
| Gross Margin |
74.9%
|
68.8%
|
| Operating Margin |
-5.4%
|
45.6%
|
| Return on Equity |
-4.7%
|
29.6%
|
| Dividend Yield |
0% |
0.94% |
| FCF Yield |
1.09%
|
2.8%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
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…
Microsoft is the world's largest software company, operating a three-pillar empire across cloud (Azure), productivity (Office 365/Teams), and personal computing (Windows/Xbox). Azure is the second-largest cloud platform globally with 24% market share and growing at 38-39% in constant currency, while Microsoft Cloud revenue crossed $168.9B in FY2025. The stock has dropped 33% from its highs to $37…
Accumulation Zones
| Metric |
CRWD |
MSFT |
| Zone Low |
$694.83 |
$370.00 |
| Zone High |
$787.47 |
$419.00 |
| In Buy Zone? |
Yes
|
Yes
|