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 2026-05-09.
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
VS
McDonald's Corporation · Consumer Cyclical
$275.75
+18.8% upside to fair value
Grade C
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+34.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
MCD |
| Current Price |
$436.32 |
$275.75 |
| Fair Value Estimate |
$587.16 |
$327.62 |
| Upside to Fair Value |
+34.6%
|
+18.8%
|
| Market Cap |
$110.7B |
$196.0B |
| Forward P/E |
-601.6x
|
22.6x
|
| EV / EBITDA |
951.5x
|
16.7x
|
| Price / Sales |
23.0x
|
7.1x
|
| Price / FCF |
89.3x
|
27.9x
|
| Revenue Growth YoY |
+23.3%
|
+9.4%
|
| Gross Margin |
74.9%
|
57.4%
|
| Operating Margin |
-5.4%
|
46.0%
|
| Return on Equity |
-4.7%
|
-434.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.12%
|
3.59%
|
| Analyst Consensus |
Buy
|
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…
McDonald's Corporation operates a global quick-service restaurant business with a strong competitive moat driven by brand recognition, extensive franchising, and digital innovation. The company reported $26.9 billion in revenue for fiscal 2025, growing 4% year-over-year, with significant contributions from its International Operated Markets segment growing nearly 8%. Despite a high valuation regi…
Accumulation Zones
| Metric |
CRWD |
MCD |
| Zone Low |
$440.37 |
$245.72 |
| Zone High |
$499.09 |
$278.48 |
| In Buy Zone? |
Yes
|
Yes
|