DIS vs MCD: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and McDonald's Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
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 |
DIS |
MCD |
| Current Price |
$103.49 |
$252.78 |
| Fair Value Estimate |
$136.94 |
$355.71 |
| Upside to Fair Value |
+32.3%
|
+40.7%
|
| Market Cap |
$179.7B |
$179.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
15.5x
|
| Price / Sales |
1.8x
|
6.5x
|
| Price / FCF |
21.7x
|
23.1x
|
| Revenue Growth YoY |
+6.8%
|
+3.8%
|
| Gross Margin |
37.6%
|
57.4%
|
| Operating Margin |
16.0%
|
45.8%
|
| Return on Equity |
7.9%
|
-561.2%
|
| Dividend Yield |
1.45% |
2.94% |
| FCF Yield |
4.61%
|
4.32%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
The Walt Disney Company operates a global entertainment empire spanning two primary divisions: Disney Media and Entertainment Distribution, which houses the ABC, ESPN, Disney, Freeform, FX, Fox, National Geographic and Star networks along with the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar and Searchlight Pictures studios and the Disney+, Disney+ Hotstar, ESPN+, Hul…
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 |
DIS |
MCD |
| Zone Low |
$102.70 |
$266.78 |
| Zone High |
$116.40 |
$302.35 |
| In Buy Zone? |
Yes
|
Yes
|