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 2026-09-25.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
QuantHub Verdict
CRWD has more upside to fair value
(-13.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
VRTV |
| Current Price |
$259.67 |
$169.99 |
| Fair Value Estimate |
$225.56 |
$93.49 |
| Upside to Fair Value |
-13.1%
|
-45.0%
|
| Market Cap |
$264.4B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
5.4x
|
| Price / Sales |
49.0x
|
0.4x
|
| Price / FCF |
167.9x
|
10.4x
|
| Revenue Growth YoY |
+25.8%
|
-19.0%
|
| Gross Margin |
75.2%
|
22.7%
|
| Operating Margin |
-2.2%
|
5.9%
|
| Return on Equity |
1.3%
|
48.6%
|
| Dividend Yield |
0% |
1.48% |
| FCF Yield |
0.6%
|
9.57%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
CRWD |
VRTV |
| Zone Low |
$169.17 |
$70.12 |
| Zone High |
$191.73 |
$79.47 |
| In Buy Zone? |
No
|
No
|