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 2026-09-25.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
DIS has more upside to fair value
(+32.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
DIS |
| Current Price |
$259.67 |
$103.49 |
| Fair Value Estimate |
$225.56 |
$136.94 |
| Upside to Fair Value |
-13.1%
|
+32.3%
|
| Market Cap |
$264.4B |
$179.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
9.5x
|
| Price / Sales |
49.0x
|
1.8x
|
| Price / FCF |
167.9x
|
21.7x
|
| Revenue Growth YoY |
+25.8%
|
+6.8%
|
| Gross Margin |
75.2%
|
37.6%
|
| Operating Margin |
-2.2%
|
16.0%
|
| Return on Equity |
1.3%
|
7.9%
|
| Dividend Yield |
0% |
1.45% |
| FCF Yield |
0.6%
|
4.61%
|
| 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 …
The Walt Disney Company operates a global entertainment empire spanning two primary divisions: Disney Media and Entertainment Distribution, which houses the ABC, ESPN, Disney, Freeform, FX, Fox, National Geographic and Star networks along with the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar and Searchlight Pictures studios and the Disney+, Disney+ Hotstar, ESPN+, Hul…
Accumulation Zones
| Metric |
CRWD |
DIS |
| Zone Low |
$169.17 |
$102.70 |
| Zone High |
$191.73 |
$116.40 |
| In Buy Zone? |
No
|
Yes
|