CRWD vs NFLX: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Netflix, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
CrowdStrike Holdings, Inc. · Technology
$436.32
+106.4% upside to fair value
Grade B
VS
Netflix, Inc. · Communication Services
$91.02
+95.7% upside to fair value
Grade B
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+106.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
NFLX |
| Current Price |
$436.32 |
$91.02 |
| Fair Value Estimate |
$900.47 |
$178.10 |
| Upside to Fair Value |
+106.4%
|
+95.7%
|
| Market Cap |
$110.7B |
$383.3B |
| Forward P/E |
-601.6x
|
28.7x
|
| EV / EBITDA |
951.5x
|
11.4x
|
| Price / Sales |
23.0x
|
8.2x
|
| Price / FCF |
89.3x
|
32.2x
|
| Revenue Growth YoY |
+23.3%
|
+16.2%
|
| Gross Margin |
74.9%
|
49.0%
|
| Operating Margin |
-5.4%
|
29.7%
|
| Return on Equity |
-4.7%
|
49.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.12%
|
3.1%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-based endpoint protection and threat intelligence, with a dominant subscription revenue model accounting for over 95% of total revenue. The business quality is medium due to strong revenue growth of 23.3% in the most recent quarter and a robust earnings growth of 141.9% in the same period, supported by a high gros…
Netflix, Inc. operates a leading global streaming entertainment service with a dominant streaming segment accounting for nearly 100% of its revenue. The company benefits from a high-quality business model characterized by strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, a robust 49.2% return on equity, and healthy margins with a 29.7% operating margin and 28…
Accumulation Zones
| Metric |
CRWD |
NFLX |
| Zone Low |
$675.35 |
$133.57 |
| Zone High |
$765.40 |
$151.38 |
| In Buy Zone? |
Yes
|
Yes
|