CRWD vs QCOM: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and QUALCOMM Incorporated — 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
QUALCOMM Incorporated · Technology
$134.47
+77.7% upside to fair value
Med Conviction
Grade B
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 |
QCOM |
| Current Price |
$449.61 |
$134.47 |
| Fair Value Estimate |
$926.44 |
$239.00 |
| Upside to Fair Value |
+106.1%
|
+77.7%
|
| Market Cap |
$114.0B |
$143.6B |
| Forward P/E |
-619.9x
|
26.8x
|
| EV / EBITDA |
981.7x
|
—
|
| Price / Sales |
23.7x
|
3.2x
|
| Price / FCF |
92.0x
|
11.1x
|
| Revenue Growth YoY |
+23.3%
|
+8.7%
|
| Gross Margin |
74.9%
|
55.1%
|
| Operating Margin |
-5.4%
|
27.1%
|
| Return on Equity |
-4.7%
|
21.6%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.09%
|
9.0%
|
| Analyst Consensus |
Buy
|
Hold
|
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…
Qualcomm Incorporated is a leading semiconductor company specializing in wireless chipsets and IP licensing, with dominant positions in 5G modems via QCT (87% of revenue) and steady QTL royalties. The business excels through a vast patent moat, diversification into automotive and IoT, and robust growth (revenue +13% YoY to $44B in FY2025), but faces risks from Apple modem shifts and China exposur…
Accumulation Zones
| Metric |
CRWD |
QCOM |
| Zone Low |
$694.83 |
$179.00 |
| Zone High |
$787.47 |
$203.00 |
| In Buy Zone? |
Yes
|
Yes
|