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 2026-04-22.
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
VS
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
CRWD has more upside to fair value
(+106.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
PLTR |
| Current Price |
$449.61 |
$142.76 |
| Fair Value Estimate |
$926.44 |
$108.00 |
| Upside to Fair Value |
+106.1%
|
-24.3%
|
| Market Cap |
$114.0B |
$327.1B |
| Forward P/E |
-619.9x
|
209.7x
|
| EV / EBITDA |
981.7x
|
—
|
| Price / Sales |
23.7x
|
73.1x
|
| Price / FCF |
92.0x
|
155.7x
|
| Revenue Growth YoY |
+23.3%
|
+19.1%
|
| Gross Margin |
74.9%
|
82.4%
|
| Operating Margin |
-5.4%
|
31.6%
|
| Return on Equity |
-4.7%
|
25.7%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.09%
|
0.6%
|
| Analyst Consensus |
Buy
|
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…
Palantir Technologies develops data analytics and AI software platforms like Gotham and Foundry for government and commercial clients. The business excels with high margins (gross 82.4%, net 36.3%), accelerating growth (Q4 FY2025 revenue up 70% YoY to $1.41B, 2026 guidance $7.19B implying 61% growth), and strong moats in defense and enterprise AI, but trades expensively at 73x P/S versus 5-year m…
Accumulation Zones
| Metric |
CRWD |
PLTR |
| Zone Low |
$694.83 |
$81.00 |
| Zone High |
$787.47 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|