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 2026-09-26.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
PANW has more upside to fair value
(-5.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
PANW |
| Current Price |
$259.67 |
$374.74 |
| Fair Value Estimate |
$225.56 |
$355.11 |
| Upside to Fair Value |
-13.1%
|
-5.2%
|
| Market Cap |
$264.4B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
569.8x
|
| Price / Sales |
49.0x
|
26.6x
|
| Price / FCF |
167.9x
|
64.0x
|
| Revenue Growth YoY |
+25.8%
|
+34.4%
|
| Gross Margin |
75.2%
|
70.4%
|
| Operating Margin |
-2.2%
|
6.1%
|
| Return on Equity |
1.3%
|
1.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.6%
|
1.56%
|
| 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 …
Palo Alto Networks is a global cybersecurity leader built around next-generation firewalls, the Panorama management platform, and a broad subscription portfolio spanning threat prevention, cloud security, secure access, and security analytics, sold to medium and large enterprises, service providers, and governments through direct and channel distribution. The business quality is genuinely high on…
Accumulation Zones
| Metric |
CRWD |
PANW |
| Zone Low |
$169.17 |
$266.33 |
| Zone High |
$191.73 |
$301.84 |
| In Buy Zone? |
No
|
No
|