CRWD vs UNH: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-24.
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
VS
UnitedHealth Group Incorporated · Healthcare
$353.52
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
UNH |
| Current Price |
$436.32 |
$353.52 |
| Fair Value Estimate |
$587.16 |
$512.60 |
| Upside to Fair Value |
+34.6%
|
+45.0%
|
| Market Cap |
$110.7B |
$320.9B |
| Forward P/E |
-601.6x
|
26.7x
|
| EV / EBITDA |
951.5x
|
16.1x
|
| Price / Sales |
23.0x
|
0.7x
|
| Price / FCF |
89.3x
|
16.3x
|
| Revenue Growth YoY |
+23.3%
|
+2.0%
|
| Gross Margin |
74.9%
|
18.8%
|
| Operating Margin |
-5.4%
|
4.2%
|
| Return on Equity |
-4.7%
|
12.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.12%
|
6.13%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
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…
UnitedHealth Group Incorporated operates as a leading healthcare company with two main platforms: UnitedHealthcare, providing health benefits coverage, and Optum, offering information and technology services. The company benefits from a durable competitive moat due to its scale, integrated platforms, and broad market reach serving over 170 million consumers. Despite strong revenue growth of 12% y…
Accumulation Zones
| Metric |
CRWD |
UNH |
| Zone Low |
$440.37 |
$384.45 |
| Zone High |
$499.09 |
$435.71 |
| In Buy Zone? |
Yes
|
Yes
|