CRWD vs RTX: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and RTX Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-09.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
RTX Corporation · Industrials
$185.60
-25.2% upside to fair value
Grade D
QuantHub Verdict
CRWD has more upside to fair value
(+32.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
RTX |
| Current Price |
$191.12 |
$185.60 |
| Fair Value Estimate |
$253.64 |
$138.81 |
| Upside to Fair Value |
+32.7%
|
-25.2%
|
| Market Cap |
$194.6B |
$249.9B |
| Forward P/E |
-4023.6x
|
34.3x
|
| EV / EBITDA |
570.3x
|
18.3x
|
| Price / Sales |
38.2x
|
2.8x
|
| Price / FCF |
134.0x
|
29.9x
|
| Revenue Growth YoY |
+25.6%
|
+8.7%
|
| Gross Margin |
75.0%
|
20.2%
|
| Operating Margin |
-3.9%
|
10.9%
|
| Return on Equity |
-0.6%
|
11.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
3.34%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
RTX Corporation is a leading aerospace and defense company with a strong competitive moat driven by scale and an installed base in commercial aerospace via Pratt & Whitney and Collins Aerospace, and defense through Raytheon. The company benefits from a large multi-year backlog of approximately $270 billion supporting steady cash flow and mid-single-digit organic growth. Despite solid revenue grow…
Accumulation Zones
| Metric |
CRWD |
RTX |
| Zone Low |
$190.23 |
$104.11 |
| Zone High |
$215.59 |
$117.99 |
| In Buy Zone? |
Yes
|
No
|