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 2026-07-17.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
UnitedHealth Group Incorporated · Healthcare
$423.38
+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 |
$191.12 |
$423.38 |
| Fair Value Estimate |
$253.64 |
$613.90 |
| Upside to Fair Value |
+32.7%
|
+45.0%
|
| Market Cap |
$194.6B |
$384.5B |
| Forward P/E |
-4023.6x
|
27.2x
|
| EV / EBITDA |
570.3x
|
13.8x
|
| Price / Sales |
38.2x
|
0.8x
|
| Price / FCF |
134.0x
|
19.6x
|
| Revenue Growth YoY |
+25.6%
|
+0.4%
|
| Gross Margin |
75.0%
|
18.8%
|
| Operating Margin |
-3.9%
|
4.2%
|
| Return on Equity |
-0.6%
|
12.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
5.12%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
UnitedHealth Group Incorporated operates in the healthcare sector, specifically within medical and healthcare plans, providing a durable business model supported by a strong competitive moat and consistent earnings growth. The company currently trades at a price of $423.38 with a market cap of $359.873 billion, reflecting a valuation that is cheap relative to its five-year history, supported by a…
Accumulation Zones
| Metric |
CRWD |
UNH |
| Zone Low |
$190.23 |
$460.42 |
| Zone High |
$215.59 |
$521.81 |
| In Buy Zone? |
Yes
|
Yes
|