CRWD vs MCD: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and McDonald's Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-20.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
McDonald's Corporation · Consumer Cyclical
$267.71
+20.6% upside to fair value
Med Conviction
Grade C+
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+32.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
MCD |
| Current Price |
$191.12 |
$267.71 |
| Fair Value Estimate |
$253.64 |
$322.85 |
| Upside to Fair Value |
+32.7%
|
+20.6%
|
| Market Cap |
$194.6B |
$190.2B |
| Forward P/E |
-4023.6x
|
—
|
| EV / EBITDA |
570.3x
|
16.4x
|
| Price / Sales |
38.2x
|
6.9x
|
| Price / FCF |
134.0x
|
27.0x
|
| Revenue Growth YoY |
+25.6%
|
+9.4%
|
| Gross Margin |
75.0%
|
57.4%
|
| Operating Margin |
-3.9%
|
46.0%
|
| Return on Equity |
-0.6%
|
-433.9%
|
| Dividend Yield |
0% |
2.75% |
| FCF Yield |
0.75%
|
3.7%
|
| Analyst Consensus |
Strong Buy
|
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…
McDonald's is a global quick-service restaurant franchisor and real-estate platform whose approximately 95% franchised restaurant base generates unusually high-margin, recurring royalty and rent income, supporting a 46.0% operating margin and 31.6% net margin. Business quality is high because its brand, global purchasing scale, nearly 29,000 drive-thrus, digital ecosystem and 210 million 90-day a…
Accumulation Zones
| Metric |
CRWD |
MCD |
| Zone Low |
$190.23 |
$242.14 |
| Zone High |
$215.59 |
$274.42 |
| In Buy Zone? |
Yes
|
Yes
|