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 2026-09-26.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
QUALCOMM Incorporated · Technology
$201.97
-21.1% upside to fair value
Med Conviction
Grade D
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(-13.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
QCOM |
| Current Price |
$259.67 |
$201.97 |
| Fair Value Estimate |
$225.56 |
$159.42 |
| Upside to Fair Value |
-13.1%
|
-21.1%
|
| Market Cap |
$264.4B |
$212.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
16.5x
|
| Price / Sales |
49.0x
|
4.8x
|
| Price / FCF |
167.9x
|
20.5x
|
| Revenue Growth YoY |
+25.8%
|
-4.0%
|
| Gross Margin |
75.2%
|
54.2%
|
| Operating Margin |
-2.2%
|
23.2%
|
| Return on Equity |
1.3%
|
37.3%
|
| Dividend Yield |
0% |
1.79% |
| FCF Yield |
0.6%
|
4.88%
|
| 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 …
Qualcomm develops foundational wireless technologies and monetizes them through two main engines: QCT, which supplies Snapdragon application processors and modems, and QTL, which licenses a standards-essential patent portfolio covering CDMA2000, WCDMA, LTE and 5G. The licensing arm and the company's entrenched position in premium Android handsets give it a genuinely high-quality business, evidenc…
Accumulation Zones
| Metric |
CRWD |
QCOM |
| Zone Low |
$169.17 |
$119.56 |
| Zone High |
$191.73 |
$135.51 |
| In Buy Zone? |
No
|
No
|