CRWD vs PYPL: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and PayPal Holdings, 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
PayPal Holdings, Inc. · Financial Services
$42.51
+45.0% upside to fair value
Grade B
QuantHub Verdict
PYPL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
PYPL |
| Current Price |
$191.12 |
$42.51 |
| Fair Value Estimate |
$253.64 |
$61.64 |
| Upside to Fair Value |
+32.7%
|
+45.0%
|
| Market Cap |
$194.6B |
$37.5B |
| Forward P/E |
-4023.6x
|
7.7x
|
| EV / EBITDA |
570.3x
|
5.3x
|
| Price / Sales |
38.2x
|
1.1x
|
| Price / FCF |
134.0x
|
6.8x
|
| Revenue Growth YoY |
+25.6%
|
+7.2%
|
| Gross Margin |
75.0%
|
46.1%
|
| Operating Margin |
-3.9%
|
17.9%
|
| Return on Equity |
-0.6%
|
25.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
14.71%
|
| Analyst Consensus |
Strong Buy
|
Sell
|
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…
PayPal Holdings, Inc. operates as a leading global digital payments platform with a competitive moat driven by its extensive network effects, brand recognition, and scale. Despite a durable business model with 2025 revenue of $33.17 billion growing at 4.3% year-over-year and a strong return on equity of 25.1%, the company faces slowing growth and margin pressures, reflected in a 13.5% decline in …
Accumulation Zones
| Metric |
CRWD |
PYPL |
| Zone Low |
$190.23 |
$46.23 |
| Zone High |
$215.59 |
$52.39 |
| In Buy Zone? |
Yes
|
Yes
|