CRWD vs MU: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Micron Technology, Inc. — 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
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MU has more upside to fair value
(+4.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
MU |
| Current Price |
$259.67 |
$1,080.53 |
| Fair Value Estimate |
$225.56 |
$1,124.98 |
| Upside to Fair Value |
-13.1%
|
+4.1%
|
| Market Cap |
$264.4B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
17.6x
|
| Price / Sales |
49.0x
|
13.5x
|
| Price / FCF |
167.9x
|
46.6x
|
| Revenue Growth YoY |
+25.8%
|
+345.7%
|
| Gross Margin |
75.2%
|
72.6%
|
| Operating Margin |
-2.2%
|
65.7%
|
| Return on Equity |
1.3%
|
70.5%
|
| Dividend Yield |
0% |
0.05% |
| FCF Yield |
0.6%
|
2.15%
|
| 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 …
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating m…
Accumulation Zones
| Metric |
CRWD |
MU |
| Zone Low |
$169.17 |
$843.74 |
| Zone High |
$191.73 |
$956.23 |
| In Buy Zone? |
No
|
No
|