CRWD vs PLTR: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Palantir Technologies 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
Palantir Technologies Inc. · Technology
$189.67
+2.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
PLTR has more upside to fair value
(+2.4%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
PLTR |
| Current Price |
$259.67 |
$189.67 |
| Fair Value Estimate |
$225.56 |
$194.30 |
| Upside to Fair Value |
-13.1%
|
+2.4%
|
| Market Cap |
$264.4B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
139.9x
|
| Price / Sales |
49.0x
|
70.7x
|
| Price / FCF |
167.9x
|
135.3x
|
| Revenue Growth YoY |
+25.8%
|
+92.8%
|
| Gross Margin |
75.2%
|
84.8%
|
| Operating Margin |
-2.2%
|
42.8%
|
| Return on Equity |
1.3%
|
37.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.6%
|
0.74%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
Palantir Technologies Inc. is a software infrastructure company founded in 2003 and headquartered in Denver that builds and deploys Gotham for intelligence and defense workflows, Foundry as a central data operating system for enterprises, Apollo for software delivery across environments, and its Artificial Intelligence Platform (AIP) for unified access to open-source, self-hosted, and commercial …
Accumulation Zones
| Metric |
CRWD |
PLTR |
| Zone Low |
$169.17 |
$145.73 |
| Zone High |
$191.73 |
$165.16 |
| In Buy Zone? |
No
|
No
|