CRWD vs VRT: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Vertiv Holdings Co — 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
Vertiv Holdings Co · Industrials
$307.34
+45.0% upside to fair value
Grade C
High Quality
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 |
VRT |
| Current Price |
$449.61 |
$307.34 |
| Fair Value Estimate |
$926.44 |
$445.58 |
| Upside to Fair Value |
+106.1%
|
+45.0%
|
| Market Cap |
$114.0B |
$117.6B |
| Forward P/E |
-619.9x
|
88.2x
|
| EV / EBITDA |
981.7x
|
55.3x
|
| Price / Sales |
23.7x
|
11.5x
|
| Price / FCF |
92.0x
|
61.2x
|
| Revenue Growth YoY |
+23.3%
|
+22.7%
|
| Gross Margin |
74.9%
|
34.8%
|
| Operating Margin |
-5.4%
|
18.2%
|
| Return on Equity |
-4.7%
|
40.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.09%
|
1.63%
|
| Analyst Consensus |
Buy
|
Strong 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…
Vertiv Holdings Co operates in the critical digital infrastructure sector, providing electrical equipment and parts primarily for data centers and telecom industries. The company demonstrates strong business quality with a high return on equity of 40.3%, robust revenue growth of 22.7% in the most recent quarter, and exceptional earnings growth of 203.1% in the same period. Despite these strong fu…
Accumulation Zones
| Metric |
CRWD |
VRT |
| Zone Low |
$694.83 |
$334.19 |
| Zone High |
$787.47 |
$378.74 |
| In Buy Zone? |
Yes
|
Yes
|