CRWV vs MCD: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. and McDonald's Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
CoreWeave, Inc. · Technology
$89.89
+24.6% upside to fair value
Med Conviction
Grade C+
VS
McDonald's Corporation · Consumer Cyclical
$267.71
+20.6% upside to fair value
Med Conviction
Grade C+
High Quality
QuantHub Verdict
CRWV has more upside to fair value
(+24.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWV |
MCD |
| Current Price |
$89.89 |
$267.71 |
| Fair Value Estimate |
$112.00 |
$322.85 |
| Upside to Fair Value |
+24.6%
|
+20.6%
|
| Market Cap |
$49.0B |
$190.2B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.6x
|
16.4x
|
| Price / Sales |
7.9x
|
6.9x
|
| Price / FCF |
—
|
27.0x
|
| Revenue Growth YoY |
+111.6%
|
+9.4%
|
| Gross Margin |
69.4%
|
57.4%
|
| Operating Margin |
-2.6%
|
46.0%
|
| Return on Equity |
-33.5%
|
-433.9%
|
| Dividend Yield |
0% |
2.75% |
| FCF Yield |
-21.6%
|
3.7%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
CoreWeave is the leading neocloud, a GPU-specialized cloud infrastructure provider built to serve the compute-hungry demands of generative AI training and inference. Since its March 2025 IPO, revenue has scaled roughly 112% year over year to $2.08 billion in the first quarter of 2026, backed by a $99.4 billion contracted revenue backlog and marquee agreements with Microsoft, OpenAI, Meta, Anthrop…
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 |
CRWV |
MCD |
| Zone Low |
$84.00 |
$242.14 |
| Zone High |
$95.00 |
$274.42 |
| In Buy Zone? |
Yes
|
Yes
|