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 2026-06-20.
CrowdStrike Holdings, Inc. · Technology
$684.86
+33.0% upside to fair value
Grade B
High Quality
VS
Netflix, Inc. · Communication Services
$77.38
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
NFLX |
| Current Price |
$684.86 |
$77.38 |
| Fair Value Estimate |
$910.68 |
$112.20 |
| Upside to Fair Value |
+33.0%
|
+45.0%
|
| Market Cap |
$174.3B |
$325.8B |
| Forward P/E |
-3604.5x
|
24.5x
|
| EV / EBITDA |
509.7x
|
9.7x
|
| Price / Sales |
34.2x
|
7.0x
|
| Price / FCF |
120.1x
|
27.4x
|
| Revenue Growth YoY |
+25.6%
|
+16.2%
|
| Gross Margin |
75.0%
|
49.0%
|
| Operating Margin |
-3.9%
|
29.7%
|
| Return on Equity |
-0.6%
|
49.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.83%
|
3.65%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection through its Falcon platform, which benefits from strong data network effects and is gaining market share against legacy competitors. The company exhibits high business quality with durable competitive advantages, strong revenue growth of 25.6% in the most recent quarter, and accelerating…
Netflix, Inc. operates a global streaming entertainment platform with a durable competitive moat driven by its massive scale, significant content investment, and advanced technology and data capabilities. The company benefits from strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, supported by a subscriber base exceeding 300 million and expanding advertising r…
Accumulation Zones
| Metric |
CRWD |
NFLX |
| Zone Low |
$683.01 |
$84.15 |
| Zone High |
$774.08 |
$95.37 |
| In Buy Zone? |
Yes
|
Yes
|