CRWD vs SBUX: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Starbucks Corporation โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
CrowdStrike Holdings, Inc. ยท Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
Starbucks Corporation ยท Consumer Cyclical
$96.67
+12.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
SBUX has more upside to fair value
(+12.3%).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
CRWD |
SBUX |
| Current Price |
$259.67 |
$96.67 |
| Fair Value Estimate |
$225.56 |
$108.52 |
| Upside to Fair Value |
-13.1%
|
+12.3%
|
| Market Cap |
$264.4B |
$110.2B |
| Forward P/E |
โ
|
โ
|
| EV / EBITDA |
595.7x
|
22.0x
|
| Price / Sales |
49.0x
|
2.9x
|
| Price / FCF |
167.9x
|
30.4x
|
| Revenue Growth YoY |
+25.8%
|
-1.4%
|
| Gross Margin |
75.2%
|
31.7%
|
| Operating Margin |
-2.2%
|
9.4%
|
| Return on Equity |
1.3%
|
-24.3%
|
| Dividend Yield |
0% |
2.57% |
| FCF Yield |
0.6%
|
3.29%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
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 โฆ
Starbucks is the world's largest specialty coffee retailer, operating company-owned and licensed coffeehouses across North America, International, and Channel Development segments, with a brand that has historically supported premium pricing and global scale. The business quality is currently strained: revenue declined 1.4% year over year in the most recent quarter, TTM operating margin is 9.4%, โฆ
Accumulation Zones
| Metric |
CRWD |
SBUX |
| Zone Low |
$169.17 |
$81.39 |
| Zone High |
$191.73 |
$92.24 |
| In Buy Zone? |
No
|
No
|