CRWD vs VRTV: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Veritiv Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-09.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
Veritiv Corporation · Industrials
$169.99
-43.3% upside to fair value
Grade D
QuantHub Verdict
CRWD has more upside to fair value
(+32.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
VRTV |
| Current Price |
$191.12 |
$169.99 |
| Fair Value Estimate |
$253.64 |
$96.38 |
| Upside to Fair Value |
+32.7%
|
-43.3%
|
| Market Cap |
$194.6B |
$2.3B |
| Forward P/E |
-4023.6x
|
7.1x
|
| EV / EBITDA |
570.3x
|
5.4x
|
| Price / Sales |
38.2x
|
0.3x
|
| Price / FCF |
134.0x
|
10.0x
|
| Revenue Growth YoY |
+25.6%
|
-19.0%
|
| Gross Margin |
75.0%
|
22.7%
|
| Operating Margin |
-3.9%
|
5.9%
|
| Return on Equity |
-0.6%
|
48.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
9.99%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
Veritiv Corporation operates as a distributor primarily in packaging, facility solutions, and print markets, with a business quality characterized by scale and network density rather than proprietary products or pricing power. The company has undergone significant transformation under CEO Salvatore A. Abbate, including a take-private transaction by Clayton, Dubilier & Rice in 2023 and a strategic…
Accumulation Zones
| Metric |
CRWD |
VRTV |
| Zone Low |
$190.23 |
$72.28 |
| Zone High |
$215.59 |
$81.92 |
| In Buy Zone? |
Yes
|
No
|