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 2026-09-26.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
VRT has more upside to fair value
(+8.2%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
VRT |
| Current Price |
$259.67 |
$253.28 |
| Fair Value Estimate |
$225.56 |
$274.15 |
| Upside to Fair Value |
-13.1%
|
+8.2%
|
| Market Cap |
$264.4B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
38.8x
|
| Price / Sales |
49.0x
|
8.5x
|
| Price / FCF |
167.9x
|
33.3x
|
| Revenue Growth YoY |
+25.8%
|
+24.1%
|
| Gross Margin |
75.2%
|
37.5%
|
| Operating Margin |
-2.2%
|
19.1%
|
| Return on Equity |
1.3%
|
42.1%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
0.6%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings is a cloud-native cybersecurity platform company that sells subscriptions to its Falcon platform and a growing array of cloud modules spanning endpoint protection, cloud workload security, identity protection, Next-Gen SIEM, threat intelligence, and managed services, generating revenue through a direct sales force and channel partners from its Austin, Texas headquarters with …
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
CRWD |
VRT |
| Zone Low |
$169.17 |
$205.61 |
| Zone High |
$191.73 |
$233.03 |
| In Buy Zone? |
No
|
No
|