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 2026-04-22.
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
VS
Oracle Corporation · Technology
$175.08
+137.3% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+137.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
ORCL |
| Current Price |
$449.61 |
$175.08 |
| Fair Value Estimate |
$926.44 |
$415.43 |
| Upside to Fair Value |
+106.1%
|
+137.3%
|
| Market Cap |
$114.0B |
$503.5B |
| Forward P/E |
-619.9x
|
30.8x
|
| EV / EBITDA |
981.7x
|
21.4x
|
| Price / Sales |
23.7x
|
7.9x
|
| Price / FCF |
92.0x
|
-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 |
1.09%
|
—
|
| 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…
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 |
$694.83 |
$311.57 |
| Zone High |
$787.47 |
$353.12 |
| In Buy Zone? |
Yes
|
Yes
|