Compare StocksCRWD vs INTU

CrowdStrike Holdings, Inc. (CRWD) vs Intuit Inc. (INTU)

CRWD
CrowdStrike Holdings, Inc.
$428.18
VS
INTU
Intuit Inc.
$455.24

Rewards

CRWD
  • Gross margin of 74.8% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
  • Free cash flow has grown at a 22.5% CAGR over the past 4 years, demonstrating strong earnings power growth.
  • Altman Z-Score of 10.38 indicates very low bankruptcy risk — the company is firmly in the safe zone.
INTU
  • Gross margin of 80.9% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
  • Intuit Inc. scores 79/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
  • Free cash flow has grown at a 18.5% CAGR over the past 4 years, demonstrating strong earnings power growth.

Risks

CRWD
  • FCF yield of 1.5% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
  • 10 insider sales totaling $40.4M with no purchases in the past 3 months — insiders are reducing their exposure.
INTU
  • 24 insider sales with no purchases over the past 12 months — a persistent pattern of insider selling.

Key Valuation Metrics

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CRWD
INTU
Valuation
$1.60B
Free Cash Flow
$5.30B
1.48%
FCF Yield
4.18%
N/A
Trailing P/E
29.58
69.33
Forward P/E
17.19
Quality & Moat
0.72%
ROIC
N/A
-3.63%
ROE
N/A
74.81%
Gross Margin
80.90%
N/A
PEG Ratio
N/A
Balance Sheet Safety
0.18
Debt / Equity
N/A
N/A
Interest Coverage
No debt
N/A
Net Debt / EBITDA
0.00
N/A
Dividend Yield
1.02%
CRWD: 0INTU: 4
CRWDINTU

Historical Fundamentals

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CRWD

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

INTU

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

$1 Retained Earnings Test

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CRWD
N/A
Net losses over 3 years — test not applicable
Company had negative cumulative retained earnings
Σ Retained
$-105.6M
Δ Market Cap
+$48.29B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
INTU
$12.31
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$6.10B
Δ Market Cap
+$75.17B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Discounted Cash Flow (DCF) Analysis

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CRWD
0.1% Overvalued
Price is 0.1% above estimated fair value
Current Price: $428.18
Fair Value: $427.65
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
INTU
5.8% Overvalued
Price is 5.8% above estimated fair value
Current Price: $455.24
Fair Value: $430.46
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued

Reverse DCF — Market-Implied Growth

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CRWD

What growth rate is the market pricing in at $428?

+23.8%
Market-Implied FCF Growth Rate

Market roughly matching historical growth — reasonable.

INTU

What growth rate is the market pricing in at $455?

+14.4%
Market-Implied Owner Earnings Growth
Standard FCF implies +10.1%

The market implies +14.4% Owner Earnings growth, below historical trends — potential opportunity.

Standard FCF implies a more demanding +10.1%, reflecting heavy growth investment expected to generate future returns.

Economic Moat Score

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CRWD
42/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None

Narrow moat with revenue predictability as the key competitive advantage. Improving margin stability would strengthen the moat.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
INTU
79/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None

Wide moat driven primarily by revenue predictability. ROIC Consistency is the area most vulnerable to competitive pressure.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.

Forensic Accounting

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CRWD
-2.92
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
INTU
-2.65
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

Ownership Breakdown

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CRWD
Insiders 3.1%Institutions 75.6%Retail & Other 21.4%
No. of Institutional Holders2,808
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
INTU
Insiders 2.4%Institutions 90.6%Retail & Other 7.1%
No. of Institutional Holders3,066
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.

Insider Buying Activity

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CRWD
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
INTU
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises

Open market purchases · includes direct & indirect ownership · excludes option exercises.

Insider Selling Activity

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CRWD
10
Sells (3M)
41
Sells (12M)
Total value (12M): $231.36M
PODBERE BURT W.
Chief Financial Officer
$3.27M
@ $415.78 · 2026-02-04
KURTZ GEORGE ROBERT
Chief Executive Officer
$11.92M
@ $413.01 · 2026-02-04
PODBERE BURT W.
Chief Financial Officer
$714,472
@ $438.33 · 2026-02-02
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.97M
@ $438.60 · 2026-02-02
FLOWER JOHANNA
Director
$1.39M
@ $461.94 · 2026-01-15
SAHA ANURAG
Officer
$398,630
@ $476.83 · 2025-12-24
PODBERE BURT W.
Chief Financial Officer
$5.08M
@ $483.33 · 2025-12-22
KURTZ GEORGE ROBERT
Chief Executive Officer
$8.45M
@ $481.38 · 2025-12-22
SAHA ANURAG
Officer
$734,063
@ $479.78 · 2025-12-22
SENTONAS MICHAEL
President
$5.50M
@ $479.78 · 2025-12-22
KURTZ GEORGE ROBERT
Chief Executive Officer
$3.84M
@ $549.89 · 2025-11-03
PODBERE BURT W.
Chief Financial Officer
$1.08M
@ $550.41 · 2025-11-03
FLOWER JOHANNA
Director
$1.15M
@ $490.98 · 2025-10-15
SENTONAS MICHAEL
President
$12.72M
@ $509.00 · 2025-10-10
SENTONAS MICHAEL
President
$10.00M
@ $500.00 · 2025-10-01
SAHA ANURAG
Officer
$1.96M
@ $489.83 · 2025-09-24
KURTZ GEORGE ROBERT
Chief Executive Officer
$8.82M
@ $494.53 · 2025-09-22
PODBERE BURT W.
Chief Financial Officer
$5.31M
@ $495.67 · 2025-09-22
SENTONAS MICHAEL
President
$5.73M
@ $495.69 · 2025-09-22
KURTZ GEORGE ROBERT
Chief Executive Officer
$19.04M
@ $450.47 · 2025-08-05
PODBERE BURT W.
Chief Financial Officer
$5.41M
@ $455.47 · 2025-08-05
FLOWER JOHANNA
Director
$983,033
@ $474.21 · 2025-07-15
AUSTIN ROXANNE SCHUH
Director
$5.13M
@ $512.50 · 2025-07-01
AUSTIN ROXANNE SCHUH
Director
$7.46M
@ $497.67 · 2025-06-25
SAHA ANURAG
Officer
$1.92M
@ $480.31 · 2025-06-24
KURTZ GEORGE ROBERT
Chief Executive Officer
$8.37M
@ $477.62 · 2025-06-23
PODBERE BURT W.
Chief Financial Officer
$5.03M
@ $469.49 · 2025-06-23
SENTONAS MICHAEL
President
$5.43M
@ $471.20 · 2025-06-23
AUSTIN ROXANNE SCHUH
Director
$4.83M
@ $482.50 · 2025-06-12
AUSTIN ROXANNE SCHUH
Director
$4.75M
@ $475.00 · 2025-06-11
SENTONAS MICHAEL
President
$11.93M
@ $477.00 · 2025-06-11
AUSTIN ROXANNE SCHUH
Director
$3.38M
@ $470.20 · 2025-06-09
PODBERE BURT W.
Chief Financial Officer
$6.99M
@ $436.88 · 2025-05-05
KURTZ GEORGE ROBERT
Chief Executive Officer
$24.86M
@ $447.54 · 2025-05-05
FLOWER JOHANNA
Director
$1.08M
@ $362.48 · 2025-04-21
AUSTIN ROXANNE SCHUH
Director
$1.90M
@ $380.00 · 2025-04-09
HENRY SHAWN
Officer
$2.76M
@ $360.94 · 2025-03-24
SAHA ANURAG
Officer
$1.33M
@ $366.37 · 2025-03-24
PODBERE BURT W.
Chief Financial Officer
$4.84M
@ $358.10 · 2025-03-21
KURTZ GEORGE ROBERT
Chief Executive Officer
$8.05M
@ $358.68 · 2025-03-21
SENTONAS MICHAEL
President
$4.86M
@ $358.62 · 2025-03-21
HENRY SHAWN
Officer
$1.59M
@ $353.00 · 2025-03-17
HENRY SHAWN
Officer
$1.80M
@ $450.67 · 2025-02-18
HENRY SHAWN
Officer
$1.42M
@ $354.91 · 2025-01-15
SAHA ANURAG
Officer
$1.71M
@ $361.99 · 2024-12-26
HENRY SHAWN
Officer
$4.89M
@ $360.01 · 2024-12-24
KURTZ GEORGE ROBERT
Chief Executive Officer
$6.50M
@ $359.70 · 2024-12-23
PODBERE BURT W.
Chief Financial Officer
$4.02M
@ $358.14 · 2024-12-23
SENTONAS MICHAEL
President
$3.87M
@ $358.47 · 2024-12-23
AUSTIN ROXANNE SCHUH
Director
$1.94M
@ $387.01 · 2024-12-16
HENRY SHAWN
Officer
$1.66M
@ $368.14 · 2024-12-16
HENRY SHAWN
Officer
$1.36M
@ $340.44 · 2024-11-15
HENRY SHAWN
Officer
$1.24M
@ $309.38 · 2024-10-15
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
INTU
2
Sells (3M)
24
Sells (12M)
Total value (12M): $121.78M
DALZELL RICHARD L
Director
$457,046
@ $457.50 · 2026-03-12
AUJLA SANDEEP S
Chief Financial Officer
$840,097
@ $629.76 · 2026-01-05
AUJLA SANDEEP S
Chief Financial Officer
$741,172
@ $675.02 · 2025-12-19
DALZELL RICHARD L
Director
$219,763
@ $659.95 · 2025-12-11
DALZELL RICHARD L
Director
$435,354
@ $653.68 · 2025-12-10
AUJLA SANDEEP S
Chief Financial Officer
$792,160
@ $677.06 · 2025-10-03
DALZELL RICHARD L
Director
$665,951
@ $666.62 · 2025-09-11
AUJLA SANDEEP S
Chief Financial Officer
$27,930
@ $665.00 · 2025-08-25
DALZELL RICHARD L
Director
$255,887
@ $768.43 · 2025-07-10
DALZELL RICHARD L
Director
$521,891
@ $783.62 · 2025-07-09
BALAZS ALEX G
Chief Technology Officer
$689,400
@ $782.52 · 2025-07-08
AUJLA SANDEEP S
Chief Financial Officer
$2.03M
@ $782.22 · 2025-07-03
NOTARAINNI MARK PHILLIP
Officer
$887,583
@ $774.51 · 2025-07-02
AUJLA SANDEEP S
Chief Financial Officer
$1.25M
@ $773.90 · 2025-07-02
HOTZ LAUREN DALE
Officer
$1.36M
@ $784.24 · 2025-06-27
BALAZS ALEX G
Chief Technology Officer
$1.12M
@ $771.24 · 2025-06-05
TESSEL MARIANNA
Officer
$26.12M
@ $760.84 · 2025-06-03
FENNELL LAURA A
Officer
$19.29M
@ $752.25 · 2025-05-29
FENNELL LAURA A
Officer
$30.46M
@ $738.61 · 2025-05-28
NOTARAINNI MARK PHILLIP
Officer
$340,143
@ $725.25 · 2025-05-27
AUJLA SANDEEP S
Chief Financial Officer
$11.66M
@ $726.15 · 2025-05-27
MCLEAN KERRY JEAN
General Counsel
$12.18M
@ $729.16 · 2025-05-27
FENNELL LAURA A
Officer
$5.00M
@ $612.45 · 2025-03-24
TESSEL MARIANNA
Officer
$4.43M
@ $600.13 · 2025-03-21
BURTON EVE B
Director
$1.02M
@ $600.00 · 2025-03-20
HOTZ LAUREN DALE
Officer
$667,838
@ $619.52 · 2025-01-10
AUJLA SANDEEP S
Chief Financial Officer
$814,350
@ $626.42 · 2025-01-08
FENNELL LAURA A
Officer
$2.94M
@ $613.70 · 2025-01-07
NOTARAINNI MARK PHILLIP
Officer
$228,121
@ $630.17 · 2025-01-03
AUJLA SANDEEP S
Chief Financial Officer
$68,506
@ $628.50 · 2025-01-03
BALAZS ALEX G
Chief Technology Officer
$15.86M
@ $665.98 · 2024-12-12
FENNELL LAURA A
Officer
$5.06M
@ $657.64 · 2024-12-10
MCLEAN KERRY JEAN
General Counsel
$11.16M
@ $650.78 · 2024-12-09
NOTARAINNI MARK PHILLIP
Officer
$6.21M
@ $646.47 · 2024-12-05
NOTARAINNI MARK PHILLIP
Officer
$2.36M
@ $646.83 · 2024-12-05
AUJLA SANDEEP S
Chief Financial Officer
$2.47M
@ $617.42 · 2024-10-10
AUJLA SANDEEP S
Chief Financial Officer
$466,015
@ $601.31 · 2024-10-03
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.

🎭 Mr. Market's Mood

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CRWD
FearGreed
😐Neutral(53/100)

"Market is pricing this stock without strong emotion in either direction"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
INTU
FearGreed
😐Neutral(41/100)

"Market is pricing this stock without strong emotion in either direction"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

⚖️ Buffett Signal

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CRWD
Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Neutral (53)
INTU
Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Neutral (41)
View CRWD Full AnalysisView INTU Full Analysis