CRWD vs DIS: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and The Walt Disney Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-10.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
QuantHub Verdict
DIS has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
DIS |
| Current Price |
$191.12 |
$96.16 |
| Fair Value Estimate |
$253.64 |
$139.43 |
| Upside to Fair Value |
+32.7%
|
+45.0%
|
| Market Cap |
$194.6B |
$167.0B |
| Forward P/E |
-4023.6x
|
15.4x
|
| EV / EBITDA |
570.3x
|
10.8x
|
| Price / Sales |
38.2x
|
1.7x
|
| Price / FCF |
134.0x
|
23.5x
|
| Revenue Growth YoY |
+25.6%
|
+6.5%
|
| Gross Margin |
75.0%
|
37.2%
|
| Operating Margin |
-3.9%
|
15.5%
|
| Return on Equity |
-0.6%
|
10.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
4.26%
|
| 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…
The Walt Disney Company operates as a leading global entertainment and media conglomerate with a strong brand portfolio and diversified revenue streams across media networks, parks, experiences, and studio entertainment. The business quality is medium due to its durable brand and intangible assets but recent earnings pressure with a 31.4% decline in earnings in the most recent quarter highlights …
Accumulation Zones
| Metric |
CRWD |
DIS |
| Zone Low |
$190.23 |
$104.57 |
| Zone High |
$215.59 |
$118.52 |
| In Buy Zone? |
Yes
|
Yes
|