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 2026-06-20.
CrowdStrike Holdings, Inc. · Technology
$684.86
+33.0% upside to fair value
Grade B
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$464.61
+7.2% upside to fair value
Grade A
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+33.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
TMO |
| Current Price |
$684.86 |
$464.61 |
| Fair Value Estimate |
$910.68 |
$498.27 |
| Upside to Fair Value |
+33.0%
|
+7.2%
|
| Market Cap |
$174.3B |
$172.7B |
| Forward P/E |
-3604.5x
|
25.2x
|
| EV / EBITDA |
509.7x
|
19.1x
|
| Price / Sales |
34.2x
|
3.8x
|
| Price / FCF |
120.1x
|
25.6x
|
| Revenue Growth YoY |
+25.6%
|
+6.2%
|
| Gross Margin |
75.0%
|
39.4%
|
| Operating Margin |
-3.9%
|
17.8%
|
| Return on Equity |
-0.6%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.83%
|
3.91%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection through its Falcon platform, which benefits from strong data network effects and is gaining market share against legacy competitors. The company exhibits high business quality with durable competitive advantages, strong revenue growth of 25.6% in the most recent quarter, and accelerating…
Thermo Fisher Scientific is a leading healthcare company specializing in life science tools, diagnostics, and contract research and manufacturing services. It operates with a broad, multi-layered moat driven by scale, integration, and a long-tenured management team. The company exhibits solid fundamentals with a 13.3% ROE, 6.2% revenue growth, and 9.6% earnings growth in the most recent quarter. …
Accumulation Zones
| Metric |
CRWD |
TMO |
| Zone Low |
$683.01 |
$373.70 |
| Zone High |
$774.08 |
$423.53 |
| In Buy Zone? |
Yes
|
No
|