CRWV vs MCD: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and McDonald's Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
CoreWeave, Inc. Class A Common Stock · Technology
$86.76
+45.0% upside to fair value
Med Conviction
Grade B
VS
McDonald's Corporation · Consumer Cyclical
$252.78
+40.7% upside to fair value
Med Conviction
Grade A
High Quality
QuantHub Verdict
CRWV has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWV |
MCD |
| Current Price |
$86.76 |
$252.78 |
| Fair Value Estimate |
$125.80 |
$355.71 |
| Upside to Fair Value |
+45.0%
|
+40.7%
|
| Market Cap |
$47.3B |
$179.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
15.5x
|
| Price / Sales |
6.2x
|
6.5x
|
| Price / FCF |
—
|
23.1x
|
| Revenue Growth YoY |
+112.3%
|
+3.8%
|
| Gross Margin |
67.4%
|
57.4%
|
| Operating Margin |
-3.0%
|
45.8%
|
| Return on Equity |
-45.4%
|
-561.2%
|
| Dividend Yield |
0% |
2.94% |
| FCF Yield |
—
|
4.32%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
CoreWeave operates a specialized GPU cloud platform purpose-built for generative AI workloads, offering high-performance GPU and CPU compute, storage, networking, and managed services to large enterprises from bare-metal and virtual server options. The business is growing explosively, with revenue up 112.3% year over year in the most recent quarter and a TTM gross margin of 67.4%, but it is doing…
McDonald's operates a globally scaled, approximately 95% franchised restaurant system with 46,028 restaurants in more than 100 countries, combining a powerful consumer brand, real-estate-backed franchise economics, supplier scale and digital loyalty reach. Business quality is high despite meaningful leverage: TTM gross, operating and net margins are 57.4%, 45.8% and 31.7%, respectively, while loy…
Accumulation Zones
| Metric |
CRWV |
MCD |
| Zone Low |
$94.35 |
$266.78 |
| Zone High |
$106.93 |
$302.35 |
| In Buy Zone? |
Yes
|
Yes
|