CRWD vs VST: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Vistra Corp. — 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
Vistra Corp. · Utilities
$140.67
-23.0% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
CRWD has more upside to fair value
(-13.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
VST |
| Current Price |
$259.67 |
$140.67 |
| Fair Value Estimate |
$225.56 |
$108.27 |
| Upside to Fair Value |
-13.1%
|
-23.0%
|
| Market Cap |
$264.4B |
$47.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
10.3x
|
| Price / Sales |
49.0x
|
3.0x
|
| Price / FCF |
167.9x
|
34.7x
|
| Revenue Growth YoY |
+25.8%
|
-5.5%
|
| Gross Margin |
75.2%
|
13.0%
|
| Operating Margin |
-2.2%
|
2.3%
|
| Return on Equity |
1.3%
|
41.5%
|
| Dividend Yield |
0% |
0.65% |
| FCF Yield |
0.6%
|
2.88%
|
| 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 …
Vistra Corp. is a vertically integrated independent power producer and retail electricity supplier operating roughly 38,700 megawatts of generation across natural gas, nuclear, coal, solar, and battery storage, serving about 4.3 million retail customers in 20 states and the District of Columbia. The business quality is mixed: the diversified PJM and ERCOT fleet plus retail load is a genuine struc…
Accumulation Zones
| Metric |
CRWD |
VST |
| Zone Low |
$169.17 |
$81.20 |
| Zone High |
$191.73 |
$92.03 |
| In Buy Zone? |
No
|
No
|