CRWD vs V: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Visa Inc. — 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
Visa Inc. · Financial Services
$304.36
+45.0% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
V has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
V |
| Current Price |
$436.32 |
$304.36 |
| Fair Value Estimate |
$587.16 |
$441.32 |
| Upside to Fair Value |
+34.6%
|
+45.0%
|
| Market Cap |
$110.7B |
$586.8B |
| Forward P/E |
-601.6x
|
23.7x
|
| EV / EBITDA |
951.5x
|
22.3x
|
| Price / Sales |
23.0x
|
14.2x
|
| Price / FCF |
89.3x
|
25.6x
|
| Revenue Growth YoY |
+23.3%
|
+11.3%
|
| Gross Margin |
74.9%
|
81.08%
|
| Operating Margin |
-5.4%
|
59.18%
|
| Return on Equity |
-4.7%
|
54.22%
|
| Dividend Yield |
0% |
0.83% |
| FCF Yield |
1.12%
|
3.91%
|
| 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…
Visa is the world's dominant payment network with $40B in net revenue (FY2025), 50%+ net margins, and a capital-light toll-booth model processing $14.2T in annual payment volume across 257.5B transactions. The business compounds at 10-12% revenue CAGR with operating leverage pushing EPS growth to 12-15% over a cycle, funded by $21.6B in annual free cash flow against only $1.5B in capex. At 28.0x …
Accumulation Zones
| Metric |
CRWD |
V |
| Zone Low |
$440.37 |
$330.99 |
| Zone High |
$499.09 |
$375.12 |
| In Buy Zone? |
Yes
|
Yes
|