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 2026-09-25.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
PayPal Holdings, Inc. · Financial Services
$52.71
+9.1% upside to fair value
Med Conviction
Grade B-
QuantHub Verdict
PYPL has more upside to fair value
(+9.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
PYPL |
| Current Price |
$259.67 |
$52.71 |
| Fair Value Estimate |
$225.56 |
$57.50 |
| Upside to Fair Value |
-13.1%
|
+9.1%
|
| Market Cap |
$264.4B |
$45.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
6.8x
|
| Price / Sales |
49.0x
|
1.3x
|
| Price / FCF |
167.9x
|
7.2x
|
| Revenue Growth YoY |
+25.8%
|
+4.8%
|
| Gross Margin |
75.2%
|
45.8%
|
| Operating Margin |
-2.2%
|
18.8%
|
| Return on Equity |
1.3%
|
24.4%
|
| Dividend Yield |
0% |
1.06% |
| FCF Yield |
0.6%
|
13.97%
|
| 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 …
PayPal operates a global digital-payments platform spanning branded checkout, Venmo, Braintree merchant processing, credit products and fraud-risk infrastructure across approximately 200 markets. Business quality is medium: its two-sided network, trusted brand, broad merchant distribution and risk capabilities remain meaningful assets, but its highest-value branded-checkout franchise is under com…
Accumulation Zones
| Metric |
CRWD |
PYPL |
| Zone Low |
$169.17 |
$43.12 |
| Zone High |
$191.73 |
$48.88 |
| In Buy Zone? |
No
|
No
|