CRWD vs SMCI: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-07.
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
VS
Super Micro Computer, Inc. · Technology
$34.66
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
SMCI has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
SMCI |
| Current Price |
$436.32 |
$34.66 |
| Fair Value Estimate |
$587.16 |
$50.26 |
| Upside to Fair Value |
+34.6%
|
+45.0%
|
| Market Cap |
$110.7B |
$20.8B |
| Forward P/E |
-601.6x
|
11.6x
|
| EV / EBITDA |
951.5x
|
17.9x
|
| Price / Sales |
23.0x
|
0.6x
|
| Price / FCF |
89.3x
|
-3.0x
|
| Revenue Growth YoY |
+23.3%
|
+122.7%
|
| Gross Margin |
74.9%
|
8.4%
|
| Operating Margin |
-5.4%
|
4.5%
|
| Return on Equity |
-4.7%
|
26.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.12%
|
—
|
| Analyst Consensus |
Buy
|
Hold
|
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…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems, with a dominant 97% revenue share from this segment driven by AI and cloud infrastructure demand. The company benefits from a founder-led management team with deep engineering expertise and strong insider ownership of approximately 46-48%, aligning interests with shareholders. Despite explosive revenue …
Accumulation Zones
| Metric |
CRWD |
SMCI |
| Zone Low |
$440.37 |
$37.70 |
| Zone High |
$499.09 |
$42.72 |
| In Buy Zone? |
Yes
|
Yes
|