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 2026-07-09.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+32.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
ORCL |
| Current Price |
$191.12 |
$184.31 |
| Fair Value Estimate |
$253.64 |
$210.13 |
| Upside to Fair Value |
+32.7%
|
+14.0%
|
| Market Cap |
$194.6B |
$530.1B |
| Forward P/E |
-4023.6x
|
31.0x
|
| EV / EBITDA |
570.3x
|
20.4x
|
| Price / Sales |
38.2x
|
7.9x
|
| Price / FCF |
134.0x
|
-22.4x
|
| Revenue Growth YoY |
+25.6%
|
+20.6%
|
| Gross Margin |
75.0%
|
65.8%
|
| Operating Margin |
-3.9%
|
30.8%
|
| Return on Equity |
-0.6%
|
50.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
| Metric |
CRWD |
ORCL |
| Zone Low |
$190.23 |
$157.60 |
| Zone High |
$215.59 |
$178.61 |
| In Buy Zone? |
Yes
|
No
|