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 2026-05-04.
CrowdStrike Holdings, Inc. · Technology
$436.32
+106.4% upside to fair value
Grade B
VS
The Walt Disney Company · Communication Services
$101.31
+66.6% upside to fair value
Grade B
QuantHub Verdict
CRWD has more upside to fair value
(+106.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
DIS |
| Current Price |
$436.32 |
$101.31 |
| Fair Value Estimate |
$900.47 |
$168.80 |
| Upside to Fair Value |
+106.4%
|
+66.6%
|
| Market Cap |
$110.7B |
$179.5B |
| Forward P/E |
-601.6x
|
14.8x
|
| EV / EBITDA |
951.5x
|
11.4x
|
| Price / Sales |
23.0x
|
1.9x
|
| Price / FCF |
89.3x
|
25.4x
|
| Revenue Growth YoY |
+23.3%
|
+5.2%
|
| Gross Margin |
74.9%
|
37.3%
|
| Operating Margin |
-5.4%
|
14.2%
|
| Return on Equity |
-4.7%
|
11.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.12%
|
3.93%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-based endpoint protection and threat intelligence, with a dominant subscription revenue model accounting for over 95% of total revenue. The business quality is medium due to strong revenue growth of 23.3% in the most recent quarter and a robust earnings growth of 141.9% in the same period, supported by a high gros…
The Walt Disney Company operates as a diversified entertainment giant with strong competitive advantages from its vast intellectual property portfolio, global theme parks, and growing direct-to-consumer streaming platforms. The company demonstrates medium business quality with a durable moat supported by iconic brands and infrastructure, but faces execution risks in streaming profitability and pa…
Accumulation Zones
| Metric |
CRWD |
DIS |
| Zone Low |
$675.35 |
$126.60 |
| Zone High |
$765.40 |
$143.48 |
| In Buy Zone? |
Yes
|
Yes
|