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 2026-06-20.
CrowdStrike Holdings, Inc. · Technology
$684.86
+33.0% upside to fair value
Grade B
High Quality
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 |
$684.86 |
$42.51 |
| Fair Value Estimate |
$910.68 |
$61.64 |
| Upside to Fair Value |
+33.0%
|
+45.0%
|
| Market Cap |
$174.3B |
$37.5B |
| Forward P/E |
-3604.5x
|
7.7x
|
| EV / EBITDA |
509.7x
|
5.3x
|
| Price / Sales |
34.2x
|
1.1x
|
| Price / FCF |
120.1x
|
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 |
0.83%
|
14.71%
|
| Analyst Consensus |
Strong Buy
|
Sell
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection through its Falcon platform, which benefits from strong data network effects and is gaining market share against legacy competitors. The company exhibits high business quality with durable competitive advantages, strong revenue growth of 25.6% in the most recent quarter, and accelerating…
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 |
$683.01 |
$46.23 |
| Zone High |
$774.08 |
$52.39 |
| In Buy Zone? |
Yes
|
Yes
|