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 2026-07-09.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
QuantHub Verdict
CRWD has more upside to fair value
(+32.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
MU |
| Current Price |
$191.12 |
$1,048.51 |
| Fair Value Estimate |
$253.64 |
$576.68 |
| Upside to Fair Value |
+32.7%
|
-45.0%
|
| Market Cap |
$194.6B |
$1,182.4B |
| Forward P/E |
-4023.6x
|
23.4x
|
| EV / EBITDA |
570.3x
|
25.9x
|
| Price / Sales |
38.2x
|
13.1x
|
| Price / FCF |
134.0x
|
25.8x
|
| Revenue Growth YoY |
+25.6%
|
+345.7%
|
| Gross Margin |
75.0%
|
72.6%
|
| Operating Margin |
-3.9%
|
65.7%
|
| Return on Equity |
-0.6%
|
70.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
3.87%
|
| 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…
Micron Technology is a leading semiconductor company specializing in DRAM and NAND memory products, with a strong focus on high-value memory for cloud and AI applications. The company benefits from scale, advanced process technology, and U.S.-based manufacturing, but its competitive moat is narrow and cyclical compared to peers like Samsung and SK Hynix. Micron's recent financial performance is e…
Accumulation Zones
| Metric |
CRWD |
MU |
| Zone Low |
$190.23 |
$432.51 |
| Zone High |
$215.59 |
$490.18 |
| In Buy Zone? |
Yes
|
No
|