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 2026-06-20.
CrowdStrike Holdings, Inc. · Technology
$684.86
+33.0% upside to fair value
Grade B
High Quality
VS
The Walt Disney Company · Communication Services
$103.89
+45.0% upside to fair value
Grade B
High Quality
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 |
$684.86 |
$103.89 |
| Fair Value Estimate |
$910.68 |
$150.64 |
| Upside to Fair Value |
+33.0%
|
+45.0%
|
| Market Cap |
$174.3B |
$180.4B |
| Forward P/E |
-3604.5x
|
16.6x
|
| EV / EBITDA |
509.7x
|
11.4x
|
| Price / Sales |
34.2x
|
1.9x
|
| Price / FCF |
120.1x
|
25.4x
|
| 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 |
0.83%
|
3.94%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection through its Falcon platform, which benefits from strong data network effects and is gaining market share against legacy competitors. The company exhibits high business quality with durable competitive advantages, strong revenue growth of 25.6% in the most recent quarter, and accelerating…
The Walt Disney Company operates as a diversified entertainment conglomerate with strong positions in media networks, parks and experiences, and sports. The company benefits from a durable competitive moat driven by its iconic brand, extensive content library, and integrated ecosystem spanning streaming, theatrical, and physical experiences. Despite a 31.4% decline in earnings in the most recent …
Accumulation Zones
| Metric |
CRWD |
DIS |
| Zone Low |
$683.01 |
$112.98 |
| Zone High |
$774.08 |
$128.04 |
| In Buy Zone? |
Yes
|
Yes
|