CRWD vs TMO: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$658.32
+31.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
TMO has more upside to fair value
(+31.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
TMO |
| Current Price |
$259.67 |
$658.32 |
| Fair Value Estimate |
$225.56 |
$863.34 |
| Upside to Fair Value |
-13.1%
|
+31.1%
|
| Market Cap |
$264.4B |
$244.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
25.9x
|
| Price / Sales |
49.0x
|
5.3x
|
| Price / FCF |
167.9x
|
33.4x
|
| Revenue Growth YoY |
+25.8%
|
+10.5%
|
| Gross Margin |
75.2%
|
40.4%
|
| Operating Margin |
-2.2%
|
17.7%
|
| Return on Equity |
1.3%
|
13.4%
|
| Dividend Yield |
0% |
0.28% |
| FCF Yield |
0.6%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 …
Thermo Fisher Scientific is a global life-sciences and laboratory-services platform spanning Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Biopharma Services, with recognized brands including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Patheon, and PPD, serving pharmaceutical, biotech, clinical, academic, and governme…
Accumulation Zones
| Metric |
CRWD |
TMO |
| Zone Low |
$169.17 |
$647.50 |
| Zone High |
$191.73 |
$733.84 |
| In Buy Zone? |
No
|
Yes
|