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 2026-04-24.
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
VS
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+34.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
VRT |
| Current Price |
$436.32 |
$305.14 |
| Fair Value Estimate |
$587.16 |
$167.83 |
| Upside to Fair Value |
+34.6%
|
-45.0%
|
| Market Cap |
$110.7B |
$116.8B |
| Forward P/E |
-601.6x
|
75.0x
|
| EV / EBITDA |
951.5x
|
50.1x
|
| Price / Sales |
23.0x
|
10.8x
|
| Price / FCF |
89.3x
|
50.5x
|
| Revenue Growth YoY |
+23.3%
|
+30.1%
|
| Gross Margin |
74.9%
|
36.2%
|
| Operating Margin |
-5.4%
|
18.5%
|
| Return on Equity |
-4.7%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.12%
|
1.98%
|
| 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…
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
CRWD |
VRT |
| Zone Low |
$440.37 |
$125.87 |
| Zone High |
$499.09 |
$142.66 |
| In Buy Zone? |
Yes
|
No
|