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 2026-09-25.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
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 |
$259.67 |
$149.12 |
| Fair Value Estimate |
$225.56 |
$216.22 |
| Upside to Fair Value |
-13.1%
|
+45.0%
|
| Market Cap |
$264.4B |
$429.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
14.6x
|
| Price / Sales |
49.0x
|
6.0x
|
| Price / FCF |
167.9x
|
—
|
| Revenue Growth YoY |
+25.8%
|
+29.6%
|
| Gross Margin |
75.2%
|
63.9%
|
| Operating Margin |
-2.2%
|
32.4%
|
| Return on Equity |
1.3%
|
42.6%
|
| Dividend Yield |
0% |
1.34% |
| FCF Yield |
0.6%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings is a cloud-native cybersecurity platform company that sells subscriptions to its Falcon platform and a growing array of cloud modules spanning endpoint protection, cloud workload security, identity protection, Next-Gen SIEM, threat intelligence, and managed services, generating revenue through a direct sales force and channel partners from its Austin, Texas headquarters with …
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
| Metric |
CRWD |
ORCL |
| Zone Low |
$169.17 |
$162.16 |
| Zone High |
$191.73 |
$183.79 |
| In Buy Zone? |
No
|
Yes
|