Compare Stocks › CRWD vs MS
CrowdStrike Holdings, Inc. (CRWD) vs Morgan Stanley (MS): Which Is the Better Buy in 2026?
As of 2026-09-17, CRWD is overvalued at $241, with a DCF intrinsic value of $136 and a margin of safety of -78%. MS is undervalued at $202, with an intrinsic value of $303 and a margin of safety of 33%. Of the two, MS has the wider margin of safety.
CRWD
CrowdStrike Holdings, Inc.
$241.36
VS
MS
Morgan Stanley
$202.42
Rewards
CRWD
- ★Gross margin of 75.2% 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 22.72 indicates very low bankruptcy risk — the company is firmly in the safe zone.
MS
- ★Gross margin of 87.6% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Morgan Stanley scores 80/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
- ★Each dollar of retained earnings has created $3.56 of earning power — management is an exceptional capital allocator.
Risks
CRWD
- ⚠Share count has increased by 14% over the past 4 years, diluting existing shareholders.
- ⚠FCF yield of 0.8% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠PEG ratio of 7.53 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
MS
- ⚠Altman Z-Score of 0.29 places the company in the distress zone — financial patterns resemble those of companies that experienced bankruptcy.
- ⚠Insiders have sold $5.4M worth of stock in the past 3 months — significant insider liquidation.
Key Valuation Metrics
Learn more →CRWD
MS
Valuation
$2.00B
Free Cash Flow
N/A
0.81%
FCF Yield
N/A
4827.20
Trailing P/E
16.34
150.29
Forward P/E
14.84
Quality & Moat
-1.62%
ROIC
3.53%
1.46%
ROE
17.97%
75.19%
Gross Margin
87.64%
7.53
PEG Ratio
1.82
Balance Sheet Safety
Net cash
Net Debt / Equity
Net cash
N/A
Interest Coverage
N/A
-39.24
Net Debt / EBITDA
N/A
0.00%
Dividend Yield
2.27%
CRWD: 0Ties: 1MS: 8
CRWDMS
Historical Fundamentals
Learn more →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. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.
MS
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.
$1 Retained Earnings Test
Learn more →CRWD
N/A
Net losses over 3 years — test not applicable
Company had negative cumulative retained earnings
Σ Retained
$-105.6M
Δ Market Cap
+$187.73B
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
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
MS
$6.65
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$20.84B
Δ Market Cap
+$138.59B
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
> $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
Learn more →CRWD
77.9% Overvalued
Price is 77.9% above estimated fair value
Current Price: $241.36
Strongly undervalued
Fairly valued
Strongly overvalued
Fair Value: $135.71
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
MS
33.2% Margin of Safety
Price is 33.2% below estimated fair value
Current Price: $202.42
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $303.09
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →CRWD
What growth rate is the market pricing in at $241?
+32.7%
Market-Implied FCF Growth Rate
Market above historical growth — verify catalysts.
MS
Requires positive FCF to compute implied growth rate.
Economic Moat Score
Learn more →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.
MS
80/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat driven primarily by revenue predictability. Margin Stability 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
Learn more →CRWD
Insufficient data for Beneish M-Score calculation (requires 2+ years).
MS
-2.09
Possible 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
Learn more →CRWD
Insiders 1.4%Institutions 76.4%Retail & Other 22.2%
No. of Institutional Holders3,169
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.
MS
Insiders 24.4%Institutions 63.2%Retail & Other 12.4%
No. of Institutional Holders3,488
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
Learn more →CRWD
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
MS
0
Buys (3M)
1
Buys (12M)
Total value (12M): $5,630
PETERSON DOUGLAS L
Director
$5,630
@ $156.39 · 2025-10-17
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →CRWD
43
Sells (3M)
101
Sells (12M)
Total value (12M): $349.55M
KURTZ GEORGE ROBERT
Chief Executive Officer
$4.41M
@ $220.44 · 2026-09-14
AUSTIN ROXANNE SCHUH
Director
$11.88M
@ $237.60 · 2026-09-14
KURTZ GEORGE ROBERT
Chief Executive Officer
$4.19M
@ $209.55 · 2026-09-10
KURTZ GEORGE ROBERT
Chief Executive Officer
$4.23M
@ $211.28 · 2026-09-08
KURTZ GEORGE ROBERT
Chief Executive Officer
$4.16M
@ $208.24 · 2026-09-03
KURTZ GEORGE ROBERT
Chief Executive Officer
$4.46M
@ $222.80 · 2026-09-01
KURTZ GEORGE ROBERT
Chief Executive Officer
$4.36M
@ $220.05 · 2026-08-28
KURTZ GEORGE ROBERT
Chief Executive Officer
$45,168
@ $225.84 · 2026-08-28
KURTZ GEORGE ROBERT
Chief Executive Officer
$3.76M
@ $187.87 · 2026-08-26
KURTZ GEORGE ROBERT
Chief Executive Officer
$3.25M
@ $190.64 · 2026-08-24
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.93M
@ $193.47 · 2026-08-20
KURTZ GEORGE ROBERT
Chief Executive Officer
$4.14M
@ $206.81 · 2026-08-19
KURTZ GEORGE ROBERT
Chief Executive Officer
$4.34M
@ $217.20 · 2026-08-17
KURTZ GEORGE ROBERT
Chief Executive Officer
$4.46M
@ $223.09 · 2026-08-13
KURTZ GEORGE ROBERT
Chief Executive Officer
$4.47M
@ $223.30 · 2026-08-11
KURTZ GEORGE ROBERT
Chief Executive Officer
$4.18M
@ $209.15 · 2026-08-07
KURTZ GEORGE ROBERT
Chief Executive Officer
$4.23M
@ $211.50 · 2026-08-05
KURTZ GEORGE ROBERT
Chief Executive Officer
$7.39M
@ $196.84 · 2026-08-03
PODBERE BURT W.
Chief Financial Officer
$1.48M
@ $194.35 · 2026-08-03
KURTZ GEORGE ROBERT
Chief Executive Officer
$3.71M
@ $185.54 · 2026-07-31
KURTZ GEORGE ROBERT
Chief Executive Officer
$3.61M
@ $180.59 · 2026-07-29
KURTZ GEORGE ROBERT
Chief Executive Officer
$3.67M
@ $183.36 · 2026-07-27
KURTZ GEORGE ROBERT
Chief Executive Officer
$3.26M
@ $186.54 · 2026-07-23
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.93M
@ $192.67 · 2026-07-21
KURTZ GEORGE ROBERT
Chief Executive Officer
$4.09M
@ $204.26 · 2026-07-20
KURTZ GEORGE ROBERT
Chief Executive Officer
$4.12M
@ $206.25 · 2026-07-16
KURTZ GEORGE ROBERT
Chief Executive Officer
$3.92M
@ $196.13 · 2026-07-14
KURTZ GEORGE ROBERT
Chief Executive Officer
$3.86M
@ $192.81 · 2026-07-10
KURTZ GEORGE ROBERT
Chief Executive Officer
$3.86M
@ $193.23 · 2026-07-08
KURTZ GEORGE ROBERT
Chief Executive Officer
$9.78M
@ $488.92 · 2026-07-06
KURTZ GEORGE ROBERT
Chief Executive Officer
$7.73M
@ $3090.96 · 2026-07-01
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.95M
@ $743.09 · 2026-06-30
KURTZ GEORGE ROBERT
Chief Executive Officer
$7.23M
@ $3052.56 · 2026-06-30
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.24M
@ $681.86 · 2026-06-26
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.20M
@ $695.55 · 2026-06-26
SAHA ANURAG
Officer
$1.02M
@ $680.49 · 2026-06-24
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.70M
@ $678.55 · 2026-06-24
KURTZ GEORGE ROBERT
Chief Executive Officer
$698,967
@ $680.59 · 2026-06-24
SENTONAS MICHAEL
President
$8.37M
@ $684.86 · 2026-06-22
SAHA ANURAG
Officer
$1.18M
@ $684.86 · 2026-06-22
KURTZ GEORGE ROBERT
Chief Executive Officer
$12.67M
@ $685.26 · 2026-06-22
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.87M
@ $687.70 · 2026-06-22
PODBERE BURT W.
Chief Financial Officer
$5.81M
@ $692.04 · 2026-06-22
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.51M
@ $680.30 · 2026-06-18
KURTZ GEORGE ROBERT
Chief Executive Officer
$895,993
@ $682.40 · 2026-06-18
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.14M
@ $686.70 · 2026-06-16
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.29M
@ $683.71 · 2026-06-16
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.48M
@ $689.12 · 2026-06-12
KURTZ GEORGE ROBERT
Chief Executive Officer
$940,203
@ $670.14 · 2026-06-11
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.74M
@ $652.06 · 2026-06-10
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.49M
@ $639.79 · 2026-06-09
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.63M
@ $663.95 · 2026-06-08
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.74M
@ $686.53 · 2026-06-08
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.76M
@ $730.25 · 2026-06-04
KURTZ GEORGE ROBERT
Chief Executive Officer
$868,977
@ $712.28 · 2026-06-04
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.46M
@ $762.44 · 2026-06-02
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.35M
@ $762.79 · 2026-06-02
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.49M
@ $677.83 · 2026-05-29
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.42M
@ $722.63 · 2026-05-29
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.17M
@ $648.25 · 2026-05-28
KURTZ GEORGE ROBERT
Chief Executive Officer
$3.31M
@ $668.17 · 2026-05-26
KURTZ GEORGE ROBERT
Chief Executive Officer
$26,398
@ $676.87 · 2026-05-26
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.85M
@ $642.29 · 2026-05-21
KURTZ GEORGE ROBERT
Chief Executive Officer
$365,586
@ $654.00 · 2026-05-21
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.98M
@ $615.42 · 2026-05-19
KURTZ GEORGE ROBERT
Chief Executive Officer
$101,018
@ $631.36 · 2026-05-19
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.47M
@ $587.51 · 2026-05-15
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.71M
@ $556.19 · 2026-05-14
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.12M
@ $578.63 · 2026-05-14
SENTONAS MICHAEL
President
$5.50M
@ $550.00 · 2026-05-12
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.68M
@ $538.69 · 2026-05-12
KURTZ GEORGE ROBERT
Chief Executive Officer
$10,471
@ $551.11 · 2026-05-12
SENTONAS MICHAEL
President
$23.90M
@ $531.11 · 2026-05-11
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.55M
@ $499.11 · 2026-05-08
KURTZ GEORGE ROBERT
Chief Executive Officer
$990,449
@ $520.74 · 2026-05-08
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.36M
@ $471.32 · 2026-05-06
KURTZ GEORGE ROBERT
Chief Executive Officer
$4.17M
@ $460.08 · 2026-05-04
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.35M
@ $468.56 · 2026-05-04
PODBERE BURT W.
Chief Financial Officer
$883,799
@ $457.22 · 2026-05-04
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.23M
@ $446.56 · 2026-04-30
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.27M
@ $454.73 · 2026-04-28
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.97M
@ $445.11 · 2026-04-24
KURTZ GEORGE ROBERT
Chief Executive Officer
$261,586
@ $449.46 · 2026-04-24
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.89M
@ $454.39 · 2026-04-22
KURTZ GEORGE ROBERT
Chief Executive Officer
$390,651
@ $465.62 · 2026-04-22
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.13M
@ $426.83 · 2026-04-20
SAHA ANURAG
Officer
$1.35M
@ $428.78 · 2026-04-17
SENTONAS MICHAEL
President
$7.96M
@ $411.06 · 2026-03-23
SAHA ANURAG
Officer
$467,786
@ $411.06 · 2026-03-23
KURTZ GEORGE ROBERT
Chief Executive Officer
$13.15M
@ $411.88 · 2026-03-23
PODBERE BURT W.
Chief Financial Officer
$6.53M
@ $410.45 · 2026-03-23
KURTZ GEORGE ROBERT
Chief Executive Officer
$11.92M
@ $413.01 · 2026-02-04
PODBERE BURT W.
Chief Financial Officer
$3.27M
@ $415.78 · 2026-02-04
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.97M
@ $438.60 · 2026-02-02
PODBERE BURT W.
Chief Financial Officer
$714,472
@ $438.33 · 2026-02-02
FLOWER JOHANNA
Director
$1.39M
@ $461.94 · 2026-01-15
SAHA ANURAG
Officer
$398,630
@ $476.83 · 2025-12-24
SENTONAS MICHAEL
President
$5.50M
@ $479.78 · 2025-12-22
SAHA ANURAG
Officer
$734,063
@ $479.78 · 2025-12-22
KURTZ GEORGE ROBERT
Chief Executive Officer
$8.45M
@ $481.38 · 2025-12-22
PODBERE BURT W.
Chief Financial Officer
$5.08M
@ $483.33 · 2025-12-22
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
MS
2
Sells (3M)
14
Sells (12M)
Total value (12M): $64.71M
SCHAPIRO MARY L
Director
$212,055
@ $212.06 · 2026-07-28
PIZZI MICHAEL A
Officer
$5.21M
@ $215.55 · 2026-07-17
GROSSMAN ERIC F
Officer
$2.12M
@ $190.75 · 2026-04-20
SIMKOWITZ DANIEL A
President
$2.78M
@ $189.24 · 2026-04-17
SAPERSTEIN ANDREW MICHAEL
President
$9.74M
@ $188.59 · 2026-04-16
CRAWLEY MANDELL L.
Officer
$3.04M
@ $188.22 · 2026-04-16
SIMKOWITZ DANIEL A
President
$6.02M
@ $182.61 · 2026-01-30
PIZZI MICHAEL A
Officer
$3.69M
@ $184.55 · 2026-01-20
SAPERSTEIN ANDREW MICHAEL
President
$5.57M
@ $183.62 · 2026-01-20
GROSSMAN ERIC F
Officer
$3.97M
@ $184.00 · 2026-01-20
CRAWLEY MANDELL L.
Officer
$1.44M
@ $183.45 · 2026-01-20
YESHAYA SHARON
Chief Financial Officer
$2.94M
@ $185.77 · 2026-01-20
SMITH CHARLES AUBREY III
Officer
$1.55M
@ $182.08 · 2026-01-20
PICK EDWARD N.
Chief Executive Officer
$16.43M
@ $164.34 · 2025-10-31
PIZZI MICHAEL A
Officer
$2.53M
@ $140.62 · 2025-07-17
SIMKOWITZ DANIEL A
President
$4.09M
@ $141.13 · 2025-07-17
GROSSMAN ERIC F
Officer
$1.69M
@ $141.12 · 2025-07-17
SMITH CHARLES AUBREY III
Officer
$2.81M
@ $140.30 · 2025-07-17
SIMKOWITZ DANIEL A
President
$3.70M
@ $127.37 · 2025-05-12
SAPERSTEIN ANDREW MICHAEL
President
$4.80M
@ $120.00 · 2025-05-02
HERZ ROBERT H
Director
$95,459
@ $119.32 · 2025-05-02
GROSSMAN ERIC F
Officer
$1.12M
@ $111.65 · 2025-04-15
CRAWLEY MANDELL L.
Officer
$1.15M
@ $138.06 · 2025-01-22
PIZZI MICHAEL A
Officer
$2.52M
@ $136.92 · 2025-01-21
SAPERSTEIN ANDREW MICHAEL
President
$4.20M
@ $136.43 · 2025-01-21
AKRAM RAJA
Chief Financial Officer
$2.38M
@ $136.01 · 2025-01-21
SIMKOWITZ DANIEL A
President
$5.00M
@ $136.61 · 2025-01-21
GROSSMAN ERIC F
Officer
$1.78M
@ $136.20 · 2025-01-21
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
Learn more →CRWD
😏Greed(70/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
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.
MS
😐Neutral(52/100)
"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
Learn more →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: Greed (70)
MS
⚪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 (52)
Frequently Asked Questions: CRWD vs MS
Is CrowdStrike Holdings, Inc. or Morgan Stanley more undervalued in 2026?▼
Based on our discounted cash flow model, MS trades at a 33.2% margin of safety (intrinsic value $303 vs. price $202), compared to CRWD's -77.9% margin of safety (intrinsic $136 vs. $241).
Which stock has a wider economic moat, CrowdStrike Holdings, Inc. or Morgan Stanley?▼
MS scores 80/100 (Wide moat), while CRWD scores 42/100 (Narrow moat). The moat score measures competitive advantage durability across ROIC consistency, margin stability, revenue predictability, and reinvestment efficiency.
Is Morgan Stanley in financial distress?▼
MS's Altman Z-Score of 0.3 places it in the Distress zone, signaling elevated bankruptcy risk. CRWD scores 22.7 (Safe zone). The Altman Z-Score is a five-factor model that predicts insolvency within two years; scores below 1.81 indicate significant distress.
Which stock has higher return on invested capital, CrowdStrike Holdings, Inc. or Morgan Stanley?▼
MS earns 3.5% ROIC versus CRWD's -1.6%. A higher ROIC means the company generates more profit per dollar of capital employed, a hallmark of durable competitive advantage in Buffett-style analysis.