CRWD vs NVDA: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
VS
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
CRWD has more upside to fair value
(+106.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
NVDA |
| Current Price |
$449.61 |
$182.08 |
| Fair Value Estimate |
$926.44 |
$290.00 |
| Upside to Fair Value |
+106.1%
|
+59.3%
|
| Market Cap |
$114.0B |
$4,425.5B |
| Forward P/E |
-619.9x
|
—
|
| EV / EBITDA |
981.7x
|
31.4x
|
| Price / Sales |
23.7x
|
21.0x
|
| Price / FCF |
92.0x
|
46.9x
|
| Revenue Growth YoY |
+23.3%
|
+65.5%
|
| Gross Margin |
74.9%
|
71.1%
|
| Operating Margin |
-5.4%
|
60.4%
|
| Return on Equity |
-4.7%
|
76.3%
|
| Dividend Yield |
0% |
0.02% |
| FCF Yield |
1.09%
|
2.13%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection and threat intelligence through its Falcon platform, which generates over 94% of its revenue from subscription services. The business quality is high due to its durable competitive moat built on cutting-edge big data security technology, strong management with a founder-led CEO who has o…
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Accumulation Zones
| Metric |
CRWD |
NVDA |
| Zone Low |
$694.83 |
$218.00 |
| Zone High |
$787.47 |
$250.00 |
| In Buy Zone? |
Yes
|
Yes
|