CRWD vs PANW: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Palo Alto Networks, Inc. — 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
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+32.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
PANW |
| Current Price |
$191.12 |
$287.78 |
| Fair Value Estimate |
$253.64 |
$296.19 |
| Upside to Fair Value |
+32.7%
|
+2.9%
|
| Market Cap |
$194.6B |
$196.1B |
| Forward P/E |
-4023.6x
|
248.9x
|
| EV / EBITDA |
570.3x
|
85.9x
|
| Price / Sales |
38.2x
|
18.5x
|
| Price / FCF |
134.0x
|
45.7x
|
| Revenue Growth YoY |
+25.6%
|
+31.1%
|
| Gross Margin |
75.0%
|
71.9%
|
| Operating Margin |
-3.9%
|
9.6%
|
| Return on Equity |
-0.6%
|
6.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
2.19%
|
| 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…
Palo Alto Networks is a leading cybersecurity company specializing in next-generation security platforms with a strong subscription and support revenue base comprising approximately 81% of total revenue. The company benefits from a wide and expanding competitive moat driven by its AI- and platform-driven cybersecurity solutions, led by a seasoned management team. Despite strong revenue growth of …
Accumulation Zones
| Metric |
CRWD |
PANW |
| Zone Low |
$190.23 |
$222.14 |
| Zone High |
$215.59 |
$251.76 |
| In Buy Zone? |
Yes
|
No
|