CRWD vs ORCL: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Oracle Corporation — 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
Oracle Corporation · Technology
$175.08
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
ORCL |
| Current Price |
$436.32 |
$175.08 |
| Fair Value Estimate |
$587.16 |
$253.87 |
| Upside to Fair Value |
+34.6%
|
+45.0%
|
| Market Cap |
$110.7B |
$503.5B |
| Forward P/E |
-601.6x
|
30.8x
|
| EV / EBITDA |
951.5x
|
21.4x
|
| Price / Sales |
23.0x
|
7.9x
|
| Price / FCF |
89.3x
|
-20.4x
|
| Revenue Growth YoY |
+23.3%
|
+21.7%
|
| Gross Margin |
74.9%
|
66.4%
|
| Operating Margin |
-5.4%
|
30.8%
|
| Return on Equity |
-4.7%
|
57.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.12%
|
—
|
| 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…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
| Metric |
CRWD |
ORCL |
| Zone Low |
$440.37 |
$190.40 |
| Zone High |
$499.09 |
$215.79 |
| In Buy Zone? |
Yes
|
Yes
|