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 2026-06-20.
CrowdStrike Holdings, Inc. · Technology
$684.86
+33.0% upside to fair value
Grade B
High Quality
VS
RTX Corporation · Industrials
$185.60
-25.2% upside to fair value
Grade D
QuantHub Verdict
CRWD has more upside to fair value
(+33.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
RTX |
| Current Price |
$684.86 |
$185.60 |
| Fair Value Estimate |
$910.68 |
$138.81 |
| Upside to Fair Value |
+33.0%
|
-25.2%
|
| Market Cap |
$174.3B |
$249.9B |
| Forward P/E |
-3604.5x
|
34.3x
|
| EV / EBITDA |
509.7x
|
18.3x
|
| Price / Sales |
34.2x
|
2.8x
|
| Price / FCF |
120.1x
|
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 |
0.83%
|
3.34%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection through its Falcon platform, which benefits from strong data network effects and is gaining market share against legacy competitors. The company exhibits high business quality with durable competitive advantages, strong revenue growth of 25.6% in the most recent quarter, and accelerating…
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 |
$683.01 |
$104.11 |
| Zone High |
$774.08 |
$117.99 |
| In Buy Zone? |
Yes
|
No
|