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 2026-08-06.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
Vistra Corp. · Utilities
$140.58
+20.9% upside to fair value
Med Conviction
Grade B
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 |
VST |
| Current Price |
$191.12 |
$140.58 |
| Fair Value Estimate |
$253.64 |
$170.00 |
| Upside to Fair Value |
+32.7%
|
+20.9%
|
| Market Cap |
$194.6B |
$47.4B |
| Forward P/E |
-4023.6x
|
15.4x
|
| EV / EBITDA |
570.3x
|
9.3x
|
| Price / Sales |
38.2x
|
2.9x
|
| Price / FCF |
134.0x
|
42.5x
|
| Revenue Growth YoY |
+25.6%
|
+20.0%
|
| Gross Margin |
75.0%
|
12.7%
|
| Operating Margin |
-3.9%
|
2.1%
|
| Return on Equity |
-0.6%
|
35.0%
|
| Dividend Yield |
0% |
0.65% |
| FCF Yield |
0.75%
|
2.4%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Vistra is an integrated merchant power producer and retail electricity supplier with roughly 38,700 MW of generation across natural gas, nuclear, coal, solar and battery storage, plus a roughly 4.3 million customer retail book (TXU and affiliated brands) across 20 states. The 2024 Energy Harbor deal made it the second-largest nuclear operator in the US, and that nuclear and gas fleet is now centr…
Accumulation Zones
| Metric |
CRWD |
VST |
| Zone Low |
$190.23 |
$128.00 |
| Zone High |
$215.59 |
$145.00 |
| In Buy Zone? |
Yes
|
Yes
|