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 2026-04-22.
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
VS
Super Micro Computer, Inc. · Technology
$28.56
+435.6% upside to fair value
Grade C
QuantHub Verdict
SMCI has more upside to fair value
(+435.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
SMCI |
| Current Price |
$449.61 |
$28.56 |
| Fair Value Estimate |
$926.44 |
$152.97 |
| Upside to Fair Value |
+106.1%
|
+435.6%
|
| Market Cap |
$114.0B |
$17.1B |
| Forward P/E |
-619.9x
|
19.5x
|
| EV / EBITDA |
981.7x
|
15.0x
|
| Price / Sales |
23.7x
|
0.6x
|
| Price / FCF |
92.0x
|
38.9x
|
| Revenue Growth YoY |
+23.3%
|
+123.4%
|
| Gross Margin |
74.9%
|
8.0%
|
| Operating Margin |
-5.4%
|
3.7%
|
| Return on Equity |
-4.7%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.09%
|
2.57%
|
| Analyst Consensus |
Buy
|
Hold
|
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…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems with a strong focus on AI GPU platforms, which represent over 70% of its server revenue. The company benefits from a long-tenured leadership team and a durable competitive position in liquid cooling technology with a 70-80% market share. Despite strong revenue growth of 123.4% in the most recent quarter …
Accumulation Zones
| Metric |
CRWD |
SMCI |
| Zone Low |
$694.83 |
$114.73 |
| Zone High |
$787.47 |
$130.02 |
| In Buy Zone? |
Yes
|
Yes
|