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 2026-09-25.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$375.21
+28.2% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+28.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
UNH |
| Current Price |
$259.67 |
$375.21 |
| Fair Value Estimate |
$225.56 |
$481.06 |
| Upside to Fair Value |
-13.1%
|
+28.2%
|
| Market Cap |
$264.4B |
$340.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
15.0x
|
| Price / Sales |
49.0x
|
0.8x
|
| Price / FCF |
167.9x
|
14.4x
|
| Revenue Growth YoY |
+25.8%
|
+0.4%
|
| Gross Margin |
75.2%
|
22.5%
|
| Operating Margin |
-2.2%
|
4.8%
|
| Return on Equity |
1.3%
|
14.6%
|
| Dividend Yield |
0% |
2.41% |
| FCF Yield |
0.6%
|
6.95%
|
| 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 …
UnitedHealth Group is the largest diversified healthcare enterprise in the United States, operating UnitedHealthcare insurance plans alongside Optum Health, Optum Insight, and Optum Rx, with 390,000 employees and a market capitalization of $340.74 billion. The business quality is high: a 14.6% return on equity, $26.07 in free cash flow per share, and a P/FCF of 14.39 demonstrate strong cash gener…
Accumulation Zones
| Metric |
CRWD |
UNH |
| Zone Low |
$169.17 |
$360.80 |
| Zone High |
$191.73 |
$408.90 |
| In Buy Zone? |
No
|
Yes
|