CRWD vs WDC: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Western Digital 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
Western Digital Corporation · Technology
$441.36
-16.8% 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 |
WDC |
| Current Price |
$259.67 |
$441.36 |
| Fair Value Estimate |
$225.56 |
$367.30 |
| Upside to Fair Value |
-13.1%
|
-16.8%
|
| Market Cap |
$264.4B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
17.4x
|
| Price / Sales |
49.0x
|
11.8x
|
| Price / FCF |
167.9x
|
47.3x
|
| Revenue Growth YoY |
+25.8%
|
+43.8%
|
| Gross Margin |
75.2%
|
48.9%
|
| Operating Margin |
-2.2%
|
34.9%
|
| Return on Equity |
1.3%
|
118.6%
|
| Dividend Yield |
0% |
0.12% |
| FCF Yield |
0.6%
|
2.12%
|
| 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 …
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
CRWD |
WDC |
| Zone Low |
$169.17 |
$275.48 |
| Zone High |
$191.73 |
$312.20 |
| In Buy Zone? |
No
|
No
|