CRWD vs NKE: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and NIKE, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-24.
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
VS
NIKE, Inc. · Consumer Cyclical
$42.62
+38.4% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
NKE has more upside to fair value
(+38.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
NKE |
| Current Price |
$436.32 |
$42.62 |
| Fair Value Estimate |
$587.16 |
$58.98 |
| Upside to Fair Value |
+34.6%
|
+38.4%
|
| Market Cap |
$110.7B |
$63.0B |
| Forward P/E |
-601.6x
|
27.9x
|
| EV / EBITDA |
951.5x
|
20.7x
|
| Price / Sales |
23.0x
|
1.4x
|
| Price / FCF |
89.3x
|
19.4x
|
| Revenue Growth YoY |
+23.3%
|
-9.8%
|
| Gross Margin |
74.9%
|
42.7%
|
| Operating Margin |
-5.4%
|
8.0%
|
| Return on Equity |
-4.7%
|
24.4%
|
| Dividend Yield |
0% |
3.8% |
| FCF Yield |
1.12%
|
5.2%
|
| Analyst Consensus |
Buy
|
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…
Nike is the world's largest athletic footwear and apparel company with $46.3B in FY2025 revenue, operating across 190+ countries with the Nike, Jordan, and Converse brands. The stock trades near its 9-year low at $42.62 after an 11% single-day crash following a Q3 FY2026 earnings report that showed 35% net income decline and weak Q4 guidance calling for a further 2-4% revenue decline. FY2025 reve…
Accumulation Zones
| Metric |
CRWD |
NKE |
| Zone Low |
$440.37 |
$44.23 |
| Zone High |
$499.09 |
$50.13 |
| In Buy Zone? |
Yes
|
Yes
|