BA vs MCD: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and McDonald's Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
McDonald's Corporation · Consumer Cyclical
$305.68
+4.7% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
BA has more upside to fair value
(+19.5%).
MCD trades at a lower forward P/E
(24.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
MCD |
| Current Price |
$217.63 |
$305.68 |
| Fair Value Estimate |
$260.00 |
$320.00 |
| Upside to Fair Value |
+19.5%
|
+4.7%
|
| Market Cap |
$170.9B |
$218.1B |
| Forward P/E |
74.0x
|
24.5x
|
| EV / EBITDA |
28.4x
|
18.6x
|
| Price / Sales |
1.9x
|
8.1x
|
| Price / FCF |
-88.2x
|
30.3x
|
| Revenue Growth YoY |
+34.5%
|
+3.7%
|
| Gross Margin |
4.8%
|
57.4%
|
| Operating Margin |
-6.1%
|
46.1%
|
| Return on Equity |
41.0%
|
—
|
| Dividend Yield |
0.2% |
2.4% |
| FCF Yield |
-1.1%
|
3.3%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
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 |
BA |
MCD |
| Zone Low |
$195.00 |
$240.00 |
| Zone High |
$221.00 |
$272.00 |
| In Buy Zone? |
Yes
|
No
|