ASML vs MCD: Which Is the Better Buy?

Side-by-side comparison of ASML Holding N.V. and McDonald's Corporation โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-24.
ASML Holding N.V. ยท Technology
$1,744.61
-0.7% upside to fair value
Med Conviction Grade C High Quality
VS
McDonald's Corporation ยท Consumer Cyclical
$252.78
+40.7% upside to fair value
Med Conviction Grade A High Quality
QuantHub Verdict
MCD has more upside to fair value (+40.7%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric ASML MCD
Current Price $1,744.61 $252.78
Fair Value Estimate $1,732.49 $355.71
Upside to Fair Value -0.7% +40.7%
Market Cap $672.4B $179.6B
Forward P/E โ€” โ€”
EV / EBITDA 42.0x 15.5x
Price / Sales 19.0x 6.5x
Price / FCF 67.2x 23.1x
Revenue Growth YoY +21.3% +3.8%
Gross Margin 52.7% 57.4%
Operating Margin 35.4% 45.8%
Return on Equity 52.4% -561.2%
Dividend Yield 0.51% 2.94%
FCF Yield 1.49% 4.32%
Analyst Consensus Buy Buy
Investment Thesis
ASML โ€” ASML Holding N.V.
ASML Holding N.V. is the Dutch semiconductor equipment maker that supplies lithography, metrology, and inspection systems, including the extreme ultraviolet (EUV) machines required to pattern the most advanced logic and memory chips, and it holds what current coverage describes as a near-monopoly on those EUV tools. The business quality is genuinely high: TTM gross margin of 52.7%, TTM operating โ€ฆ
MCD โ€” McDonald's Corporation
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 loyโ€ฆ
Accumulation Zones
Metric ASML MCD
Zone Low $1,299.37 $266.78
Zone High $1,472.62 $302.35
In Buy Zone? No Yes
โ† ASML Research    MCD Research โ†’    All Research