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 2026-05-04.
CrowdStrike Holdings, Inc. · Technology
$436.32
+106.4% upside to fair value
Grade B
VS
RTX Corporation · Industrials
$172.90
-21.3% upside to fair value
Grade D
QuantHub Verdict
CRWD has more upside to fair value
(+106.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
RTX |
| Current Price |
$436.32 |
$172.90 |
| Fair Value Estimate |
$900.47 |
$136.05 |
| Upside to Fair Value |
+106.4%
|
-21.3%
|
| Market Cap |
$110.7B |
$232.8B |
| Forward P/E |
-601.6x
|
32.1x
|
| EV / EBITDA |
951.5x
|
19.2x
|
| Price / Sales |
23.0x
|
2.6x
|
| Price / FCF |
89.3x
|
27.9x
|
| Revenue Growth YoY |
+23.3%
|
+8.7%
|
| Gross Margin |
74.9%
|
20.2%
|
| Operating Margin |
-5.4%
|
10.4%
|
| Return on Equity |
-4.7%
|
11.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.12%
|
3.59%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-based endpoint protection and threat intelligence, with a dominant subscription revenue model accounting for over 95% of total revenue. The business quality is medium due to strong revenue growth of 23.3% in the most recent quarter and a robust earnings growth of 141.9% in the same period, supported by a high gros…
RTX Corporation is a leading aerospace and defense company with a diversified portfolio spanning Pratt & Whitney jet engines, Collins Aerospace avionics, and Raytheon Intelligence & Space defense systems. The company benefits from a strong competitive moat supported by a $271 billion backlog and multi-year contracts, driving consistent revenue growth of 10% in 2025 and 9% in Q1 2026. Earnings gro…
Accumulation Zones
| Metric |
CRWD |
RTX |
| Zone Low |
$675.35 |
$102.04 |
| Zone High |
$765.40 |
$115.64 |
| In Buy Zone? |
Yes
|
No
|