GEV vs MCD: Which Is the Better Buy?

Side-by-side comparison of GE Vernova Inc. and McDonald's Corporation โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-24.
GE Vernova Inc. ยท Industrials
$951.82
+35.4% upside to fair value
Med Conviction Grade B 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 GEV MCD
Current Price $951.82 $252.78
Fair Value Estimate $1,288.67 $355.71
Upside to Fair Value +35.4% +40.7%
Market Cap $253.5B $179.6B
Forward P/E โ€” โ€”
EV / EBITDA 28.2x 15.5x
Price / Sales 6.1x 6.5x
Price / FCF 20.5x 23.1x
Revenue Growth YoY +21.9% +3.8%
Gross Margin 20.2% 57.4%
Operating Margin 4.4% 45.8%
Return on Equity 83.4% -561.2%
Dividend Yield 0.18% 2.94%
FCF Yield 4.88% 4.32%
Analyst Consensus Strong Buy Buy
Investment Thesis
GEV โ€” GE Vernova Inc.
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,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 GEV MCD
Zone Low $966.50 $266.78
Zone High $1,095.37 $302.35
In Buy Zone? Yes Yes
โ† GEV Research    MCD Research โ†’    All Research