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 2026-04-22.
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
VS
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
TTD |
| Current Price |
$449.61 |
$22.76 |
| Fair Value Estimate |
$926.44 |
$134.00 |
| Upside to Fair Value |
+106.1%
|
+488.8%
|
| Market Cap |
$114.0B |
$10.8B |
| Forward P/E |
-619.9x
|
24.6x
|
| EV / EBITDA |
981.7x
|
—
|
| Price / Sales |
23.7x
|
3.7x
|
| Price / FCF |
92.0x
|
13.8x
|
| Revenue Growth YoY |
+23.3%
|
+14.5%
|
| Gross Margin |
74.9%
|
78.6%
|
| Operating Margin |
-5.4%
|
20.3%
|
| Return on Equity |
-4.7%
|
16.9%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.09%
|
7.3%
|
| Analyst Consensus |
Buy
|
Buy
|
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…
The Trade Desk is the largest independent demand-side platform for programmatic advertising with 78.6% gross margins. After recent sell-off, stock trades at 3.2x forward P/S vs historical higher multiples, offering upside if growth stabilizes at 15%+. A-tier business at cheap valuation.[1]
Accumulation Zones
| Metric |
CRWD |
TTD |
| Zone Low |
$694.83 |
$100.00 |
| Zone High |
$787.47 |
$114.00 |
| In Buy Zone? |
Yes
|
Yes
|