CRWD vs TTD: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-09.
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
VS
The Trade Desk, Inc. · Technology
$23.08
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
TTD has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
TTD |
| Current Price |
$436.32 |
$23.08 |
| Fair Value Estimate |
$587.16 |
$33.47 |
| Upside to Fair Value |
+34.6%
|
+45.0%
|
| Market Cap |
$110.7B |
$10.8B |
| Forward P/E |
-601.6x
|
25.3x
|
| EV / EBITDA |
951.5x
|
14.3x
|
| Price / Sales |
23.0x
|
3.6x
|
| Price / FCF |
89.3x
|
13.0x
|
| Revenue Growth YoY |
+23.3%
|
+11.8%
|
| Gross Margin |
74.9%
|
77.8%
|
| Operating Margin |
-5.4%
|
20.3%
|
| Return on Equity |
-4.7%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.12%
|
7.71%
|
| 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…
The Trade Desk, Inc. operates a leading self-service, cloud-based programmatic advertising platform focused on demand-side platform services, primarily in connected TV and audio advertising. The company benefits from a durable competitive moat driven by network effects, high customer retention above 95%, and a founder-led management team with deep industry expertise. Despite solid revenue growth …
Accumulation Zones
| Metric |
CRWD |
TTD |
| Zone Low |
$440.37 |
$25.10 |
| Zone High |
$499.09 |
$28.45 |
| In Buy Zone? |
Yes
|
Yes
|