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 2026-04-22.
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
VS
McDonald's Corporation · Consumer Cyclical
$305.68
+4.7% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
CRWD has more upside to fair value
(+106.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
MCD |
| Current Price |
$449.61 |
$305.68 |
| Fair Value Estimate |
$926.44 |
$320.00 |
| Upside to Fair Value |
+106.1%
|
+4.7%
|
| Market Cap |
$114.0B |
$218.1B |
| Forward P/E |
-619.9x
|
24.5x
|
| EV / EBITDA |
981.7x
|
18.6x
|
| Price / Sales |
23.7x
|
8.1x
|
| Price / FCF |
92.0x
|
30.3x
|
| Revenue Growth YoY |
+23.3%
|
+3.7%
|
| Gross Margin |
74.9%
|
57.4%
|
| Operating Margin |
-5.4%
|
46.1%
|
| Return on Equity |
-4.7%
|
—
|
| Dividend Yield |
0% |
2.4% |
| FCF Yield |
1.09%
|
3.3%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection and threat intelligence through its Falcon platform, which generates over 94% of its revenue from subscription services. The business quality is high due to its durable competitive moat built on cutting-edge big data security technology, strong management with a founder-led CEO who has o…
McDonald's operates the world's largest quick-service restaurant franchise with over 40,000 locations across 100+ countries, generating $26.9B in FY2025 revenue with roughly 60% from franchised operations. The asset-light franchise model produces 46% operating margins and $7.2B in annual free cash flow. Revenue growth reaccelerated modestly to 3.7% in FY2025 from 1.7% in FY2024, driven by the Int…
Accumulation Zones
| Metric |
CRWD |
MCD |
| Zone Low |
$694.83 |
$240.00 |
| Zone High |
$787.47 |
$272.00 |
| In Buy Zone? |
Yes
|
No
|