DELL vs MCD: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and McDonald's Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-21.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
VS
McDonald's Corporation · 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 — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
MCD |
| Current Price |
$569.00 |
$252.78 |
| Fair Value Estimate |
$383.93 |
$355.71 |
| Upside to Fair Value |
-32.5%
|
+40.7%
|
| Market Cap |
$378.0B |
$179.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
15.5x
|
| Price / Sales |
2.5x
|
6.5x
|
| Price / FCF |
42.9x
|
23.1x
|
| Revenue Growth YoY |
+57.7%
|
+3.8%
|
| Gross Margin |
19.8%
|
57.4%
|
| Operating Margin |
9.6%
|
45.8%
|
| Return on Equity |
-574.6%
|
-561.2%
|
| Dividend Yield |
0.41% |
2.94% |
| FCF Yield |
2.33%
|
4.32%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Dell Technologies is a $378 billion market-cap computer hardware vendor spanning Infrastructure Solutions Group (servers, storage, networking), Client Solutions Group (PCs, displays, peripherals), and a VMware-related software franchise, led by founder-CEO Michael Dell. The business is fundamentally low-quality on the numbers: TTM gross margin is 19.8%, operating margin 9.6%, and net margin 7.5%,…
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 |
DELL |
MCD |
| Zone Low |
$287.95 |
$266.78 |
| Zone High |
$326.34 |
$302.35 |
| In Buy Zone? |
No
|
Yes
|