CRWD vs SLB: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and SLB N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
VS
SLB N.V. · Energy
$51.92
-20.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
CRWD has more upside to fair value
(+106.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
SLB |
| Current Price |
$449.61 |
$51.92 |
| Fair Value Estimate |
$926.44 |
$41.43 |
| Upside to Fair Value |
+106.1%
|
-20.2%
|
| Market Cap |
$114.0B |
$77.9B |
| Forward P/E |
-619.9x
|
18.6x
|
| EV / EBITDA |
981.7x
|
9.2x
|
| Price / Sales |
23.7x
|
2.2x
|
| Price / FCF |
92.0x
|
16.1x
|
| Revenue Growth YoY |
+23.3%
|
-1.6%
|
| Gross Margin |
74.9%
|
18.21%
|
| Operating Margin |
-5.4%
|
15.28%
|
| Return on Equity |
-4.7%
|
12.83%
|
| Dividend Yield |
0% |
2.21% |
| FCF Yield |
1.09%
|
6.21%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection and threat intelligence through its Falcon platform, which generates over 94% of its revenue from subscription services. The business quality is high due to its durable competitive moat built on cutting-edge big data security technology, strong management with a founder-led CEO who has o…
SLB is the world's largest oilfield services company with $35.7B in FY2025 revenue, operating across four divisions: Digital and Integration, Reservoir Performance, Well Construction, and Production Systems. The company completed the ChampionX acquisition in 2025 and is pursuing a digital transformation and AI-driven strategy. At $51.92, SLB trades at 2.18x P/S (in the fair range of the 5-year di…
Accumulation Zones
| Metric |
CRWD |
SLB |
| Zone Low |
$694.83 |
$34.00 |
| Zone High |
$787.47 |
$39.00 |
| In Buy Zone? |
Yes
|
No
|