Compare Stocks › CRWD vs TSLA
CrowdStrike Holdings, Inc. (CRWD) vs Tesla, Inc. (TSLA)
CRWD
CrowdStrike Holdings, Inc.
$428.18
VS
TSLA
Tesla, Inc.
$380.30
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.
TSLA
- ★Each dollar of retained earnings has created $50.04 of market value — management is an exceptional capital allocator.
- ★Altman Z-Score of 19.94 indicates very low bankruptcy risk — the company is firmly in the safe zone.
- ★Net debt/EBITDA of -2.8x means the company holds more cash than debt — a net cash position.
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.
TSLA
- ⚠ROIC has declined by 17.7 percentage points over the observed period, which may signal competitive erosion.
- ⚠Gross margin of 18.0% is low, suggesting a competitive or commodity-like market with limited pricing power.
- ⚠Share count has increased by 19% over the past 4 years, diluting existing shareholders.
Key Valuation Metrics
Learn more →CRWD
TSLA
Valuation
$1.60B
Free Cash Flow
$6.22B
1.48%
FCF Yield
0.44%
N/A
Trailing P/E
358.77
69.33
Forward P/E
135.32
Quality & Moat
0.72%
ROIC
3.61%
-3.63%
ROE
4.58%
74.81%
Gross Margin
18.03%
N/A
PEG Ratio
N/A
Balance Sheet Safety
0.18
Debt / Equity
0.18
N/A
Interest Coverage
N/A
N/A
Net Debt / EBITDA
-2.79
N/A
Dividend Yield
N/A
CRWD: 3Ties: 2TSLA: 3
CRWDTSLA
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.
TSLA
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
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
+$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
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
TSLA
$50.04
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$25.92B
Δ Market Cap
+$1.30T
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
0.1% Overvalued
Price is 0.1% above estimated fair value
Current Price: $428.18
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $427.65
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
TSLA
367.6% Overvalued
Price is 367.6% above estimated fair value
Current Price: $380.30
Strongly undervalued
Strongly overvalued
Fair Value: $81.33
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 $428?
+23.8%
Market-Implied FCF Growth Rate
Market roughly matching historical growth — reasonable.
TSLA
What growth rate is the market pricing in at $380?
+49.4%
Market-Implied Owner Earnings Growth
Standard FCF implies +41.8%
The market implies +49.4% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +41.8%, reflecting heavy growth investment.
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.
TSLA
31/100
No Moat
70+ Wide · 40-69 Narrow · <40 None
No durable moat detected, though revenue predictability shows some competitive positioning. The business lacks consistent evidence of sustainable advantages.
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
-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.
TSLA
-2.86
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
Learn more →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.
TSLA
Insiders 11.1%Institutions 44.6%Retail & Other 44.3%
No. of Institutional Holders5,299
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
TSLA
0
Buys (3M)
2
Buys (12M)
Total value (12M): $1.00B
MUSK ELON REEVE
Chief Executive Officer
$999.96M
@ $389.28 · 2025-09-12
GEBBIA JOSEPH
Director
$1.03M
@ $256.31 · 2025-04-24
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
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
TSLA
2
Sells (3M)
17
Sells (12M)
Total value (12M): $319.71M
TANEJA VAIBHAV
Chief Financial Officer
$899,077
@ $397.12 · 2026-03-06
WILSON - THOMPSON KATHLEEN
Director
$10.69M
@ $415.56 · 2026-02-25
MUSK KIMBAL J
Director
$25.61M
@ $450.66 · 2025-12-09
TANEJA VAIBHAV
Chief Financial Officer
$1.17M
@ $443.93 · 2025-12-08
TANEJA VAIBHAV
Chief Financial Officer
$918,137
@ $352.45 · 2025-09-08
TANEJA VAIBHAV
Chief Financial Officer
$1.77M
@ $295.26 · 2025-07-08
ZHU XIAOTONG
Officer
$4.86M
@ $323.81 · 2025-06-12
TANEJA VAIBHAV
Chief Financial Officer
$732,573
@ $285.71 · 2025-06-09
TANEJA VAIBHAV
Chief Financial Officer
$2.40M
@ $342.30 · 2025-06-03
EHRENPREIS IRA MATTHEW
Director
$170.64M
@ $357.30 · 2025-05-27
MUSK KIMBAL J
Director
$32.73M
@ $357.39 · 2025-05-27
TANEJA VAIBHAV
Chief Financial Officer
$1.05M
@ $350.11 · 2025-05-16
TANEJA VAIBHAV
Chief Financial Officer
$1.20M
@ $300.00 · 2025-05-09
DENHOLM ROBYN M
Director
$30.81M
@ $274.12 · 2025-05-06
TANEJA VAIBHAV
Chief Financial Officer
$1.14M
@ $284.40 · 2025-05-01
DENHOLM ROBYN M
Director
$32.10M
@ $285.58 · 2025-04-29
TANEJA VAIBHAV
Chief Financial Officer
$1.00M
@ $250.00 · 2025-04-07
MURDOCH JAMES RUPERT
Director
$13.19M
@ $240.79 · 2025-03-10
TANEJA VAIBHAV
Chief Financial Officer
$718,111
@ $268.75 · 2025-03-06
DENHOLM ROBYN M
Director
$33.67M
@ $299.61 · 2025-03-03
TANEJA VAIBHAV
Chief Financial Officer
$1.78M
@ $296.02 · 2025-03-03
MUSK KIMBAL J
Director
$27.59M
@ $367.87 · 2025-02-06
DENHOLM ROBYN M
Director
$43.16M
@ $384.04 · 2025-02-03
TANEJA VAIBHAV
Chief Financial Officer
$2.68M
@ $383.11 · 2025-02-03
TANEJA VAIBHAV
Chief Financial Officer
$2.89M
@ $413.56 · 2025-01-06
WILSON - THOMPSON KATHLEEN
Director
$41.16M
@ $411.63 · 2025-01-06
TANEJA VAIBHAV
Chief Financial Officer
$975,015
@ $374.29 · 2024-12-06
WILSON - THOMPSON KATHLEEN
Director
$35.25M
@ $352.54 · 2024-12-04
DENHOLM ROBYN M
Director
$39.79M
@ $354.06 · 2024-12-02
TANEJA VAIBHAV
Chief Financial Officer
$2.48M
@ $354.43 · 2024-12-02
DENHOLM ROBYN M
Director
$35.34M
@ $314.44 · 2024-11-15
TANEJA VAIBHAV
Chief Financial Officer
$3.80M
@ $316.91 · 2024-11-11
WILSON - THOMPSON KATHLEEN
Director
$34.60M
@ $346.02 · 2024-11-11
TANEJA VAIBHAV
Chief Financial Officer
$1.01M
@ $251.76 · 2024-11-01
MUSK KIMBAL J
Director
$15.14M
@ $250.23 · 2024-11-01
TANEJA VAIBHAV
Chief Financial Officer
$1.00M
@ $250.00 · 2024-10-24
TANEJA VAIBHAV
Chief Financial Officer
$2.00M
@ $250.00 · 2024-09-23
ZHU XIAOTONG
Officer
$65,867
@ $221.77 · 2024-09-06
DENHOLM ROBYN M
Director
$14.60M
@ $219.96 · 2024-07-25
ZHU XIAOTONG
Officer
$113,151
@ $174.35 · 2024-06-06
DENHOLM ROBYN M
Director
$17.32M
@ $184.86 · 2024-05-06
BAGLINO ANDREW D
Officer
$1.85M
@ $176.20 · 2024-04-01
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
😐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.
TSLA
😐Neutral(47/100)
"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: Neutral (53)
TSLA
⚪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 (47)