CRWD vs UPS: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and United Parcel Service, 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
United Parcel Service, Inc. · Industrials
$101.69
+27.8% 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.
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Valuation & Fundamentals
| Metric |
CRWD |
UPS |
| Current Price |
$449.61 |
$101.69 |
| Fair Value Estimate |
$926.44 |
$130.00 |
| Upside to Fair Value |
+106.1%
|
+27.8%
|
| Market Cap |
$114.0B |
$86.4B |
| Forward P/E |
-619.9x
|
15.1x
|
| EV / EBITDA |
981.7x
|
9.1x
|
| Price / Sales |
23.7x
|
0.9x
|
| Price / FCF |
92.0x
|
17.7x
|
| Revenue Growth YoY |
+23.3%
|
-2.5%
|
| Gross Margin |
74.9%
|
18.5%
|
| Operating Margin |
-5.4%
|
9.56%
|
| Return on Equity |
-4.7%
|
34.3%
|
| Dividend Yield |
0% |
6.41% |
| FCF Yield |
1.09%
|
5.66%
|
| Analyst Consensus |
Buy
|
Hold
|
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…
UPS is the world's largest integrated logistics network with 241,250 employees, operations in 200-plus countries, and 20.8 million packages per day, now in the decisive phase of its most consequential restructuring in 118 years. By deliberately cutting Amazon volume by more than 50 percent (Amazon was 10.6 percent of 2025 revenue), closing 22 to 24 facilities, and eliminating 30,000 positions, ma…
Accumulation Zones
| Metric |
CRWD |
UPS |
| Zone Low |
$694.83 |
$95.00 |
| Zone High |
$787.47 |
$112.00 |
| In Buy Zone? |
Yes
|
Yes
|