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 2026-07-09.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
Super Micro Computer, Inc. · Technology
$30.66
+45.0% upside to fair value
Grade B
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 |
$191.12 |
$30.66 |
| Fair Value Estimate |
$253.64 |
$44.46 |
| Upside to Fair Value |
+32.7%
|
+45.0%
|
| Market Cap |
$194.6B |
$18.4B |
| Forward P/E |
-4023.6x
|
14.7x
|
| EV / EBITDA |
570.3x
|
13.6x
|
| Price / Sales |
38.2x
|
0.6x
|
| Price / FCF |
134.0x
|
-2.7x
|
| Revenue Growth YoY |
+25.6%
|
+122.7%
|
| Gross Margin |
75.0%
|
8.4%
|
| Operating Margin |
-3.9%
|
4.5%
|
| Return on Equity |
-0.6%
|
18.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems, with a strong focus on AI infrastructure. The business quality is medium due to its founder-led management with over 30 years of tenure, a widening moat driven by systems engineering and close partnerships with Nvidia, and rapid revenue growth of 122.7% in the most recent quarter. However, the company f…
Accumulation Zones
| Metric |
CRWD |
SMCI |
| Zone Low |
$190.23 |
$33.34 |
| Zone High |
$215.59 |
$37.79 |
| In Buy Zone? |
Yes
|
Yes
|