AMD vs MCD: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and McDonald's Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Advanced Micro Devices, Inc. · Technology
$278.26
+40.5% upside to fair value
High Conviction
Grade B+
VS
McDonald's Corporation · Consumer Cyclical
$305.68
+4.7% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
AMD has more upside to fair value
(+40.5%).
MCD trades at a lower forward P/E
(24.5x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
MCD |
| Current Price |
$278.26 |
$305.68 |
| Fair Value Estimate |
$391.00 |
$320.00 |
| Upside to Fair Value |
+40.5%
|
+4.7%
|
| Market Cap |
$453.7B |
$218.1B |
| Forward P/E |
104.6x
|
24.5x
|
| EV / EBITDA |
—
|
18.6x
|
| Price / Sales |
13.1x
|
8.1x
|
| Price / FCF |
67.4x
|
30.3x
|
| Revenue Growth YoY |
+11.1%
|
+3.7%
|
| Gross Margin |
49.5%
|
57.4%
|
| Operating Margin |
10.7%
|
46.1%
|
| Return on Equity |
7.2%
|
—
|
| Dividend Yield |
— |
2.4% |
| FCF Yield |
1.5%
|
3.3%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
AMD has solidified its position as a premier challenger to NVIDIA in AI GPUs and Intel in CPUs, fueled by explosive Data Center growth reaching $16.6 billion in 2025, up 32% year-over-year, alongside robust Client and Gaming expansion to $14.6 billion, up 51%. Under CEO Lisa Su's leadership, the company achieved 34% total revenue growth to $34.6 billion in 2025 with net income of $4.3 billion, ye…
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 |
AMD |
MCD |
| Zone Low |
$293.00 |
$240.00 |
| Zone High |
$332.00 |
$272.00 |
| In Buy Zone? |
Yes
|
No
|