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 2026-04-22.
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$304.33
+41.3% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
CRWD has more upside to fair value
(+106.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
UNH |
| Current Price |
$449.61 |
$304.33 |
| Fair Value Estimate |
$926.44 |
$430.00 |
| Upside to Fair Value |
+106.1%
|
+41.3%
|
| Market Cap |
$114.0B |
$276.2B |
| Forward P/E |
-619.9x
|
15.1x
|
| EV / EBITDA |
981.7x
|
14.3x
|
| Price / Sales |
23.7x
|
0.6x
|
| Price / FCF |
92.0x
|
17.2x
|
| Revenue Growth YoY |
+23.3%
|
+11.8%
|
| Gross Margin |
74.9%
|
18.5%
|
| Operating Margin |
-5.4%
|
4.2%
|
| Return on Equity |
-4.7%
|
12.7%
|
| Dividend Yield |
0% |
2.9% |
| FCF Yield |
1.09%
|
5.82%
|
| 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…
UnitedHealth Group is the world's largest diversified healthcare company, combining the dominant US health insurer UnitedHealthcare with the high-margin Optum services platform spanning care delivery, pharmacy benefits, and data analytics. The stock has fallen roughly 49% from its 2024 peak of $596, driven by elevated medical costs, DOJ antitrust scrutiny, CEO transitions (Brian Thompson's murder…
Accumulation Zones
| Metric |
CRWD |
UNH |
| Zone Low |
$694.83 |
$280.00 |
| Zone High |
$787.47 |
$340.00 |
| In Buy Zone? |
Yes
|
Yes
|