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 2026-05-05.
CrowdStrike Holdings, Inc. · Technology
$436.32
+106.4% upside to fair value
Grade B
VS
PayPal Holdings, Inc. · Financial Services
$50.39
+110.0% upside to fair value
Grade B
QuantHub Verdict
PYPL has more upside to fair value
(+110.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
PYPL |
| Current Price |
$436.32 |
$50.39 |
| Fair Value Estimate |
$900.47 |
$105.84 |
| Upside to Fair Value |
+106.4%
|
+110.0%
|
| Market Cap |
$110.7B |
$45.3B |
| Forward P/E |
-601.6x
|
9.0x
|
| EV / EBITDA |
951.5x
|
6.1x
|
| Price / Sales |
23.0x
|
1.4x
|
| Price / FCF |
89.3x
|
8.2x
|
| Revenue Growth YoY |
+23.3%
|
+3.7%
|
| Gross Margin |
74.9%
|
46.6%
|
| Operating Margin |
-5.4%
|
18.3%
|
| Return on Equity |
-4.7%
|
25.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.12%
|
12.27%
|
| Analyst Consensus |
Buy
|
Sell
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-based endpoint protection and threat intelligence, with a dominant subscription revenue model accounting for over 95% of total revenue. The business quality is medium due to strong revenue growth of 23.3% in the most recent quarter and a robust earnings growth of 141.9% in the same period, supported by a high gros…
PayPal Holdings, Inc. operates as a leading digital payments platform offering transaction processing and value-added financial services such as consumer credit and BNPL products. The business quality is medium due to a narrowing competitive moat amid increasing pressure from big tech competitors and slowing growth in its core branded checkout segment. The stock is currently mispriced and cheap, …
Accumulation Zones
| Metric |
CRWD |
PYPL |
| Zone Low |
$675.35 |
$79.38 |
| Zone High |
$765.40 |
$89.96 |
| In Buy Zone? |
Yes
|
Yes
|