GOOG vs MCD: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and McDonald's Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Alphabet Inc. · Communication Services
$334.98
+15.8% 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 |
GOOG |
MCD |
| Current Price |
$334.98 |
$252.78 |
| Fair Value Estimate |
$387.82 |
$355.71 |
| Upside to Fair Value |
+15.8%
|
+40.7%
|
| Market Cap |
$4,065.3B |
$179.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.7x
|
15.5x
|
| Price / Sales |
9.1x
|
6.5x
|
| Price / FCF |
76.4x
|
23.1x
|
| Revenue Growth YoY |
+24.2%
|
+3.8%
|
| Gross Margin |
60.9%
|
57.4%
|
| Operating Margin |
33.1%
|
45.8%
|
| Return on Equity |
50.8%
|
-561.2%
|
| Dividend Yield |
0.26% |
2.94% |
| FCF Yield |
1.31%
|
4.32%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.…
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 |
GOOG |
MCD |
| Zone Low |
$290.87 |
$266.78 |
| Zone High |
$329.65 |
$302.35 |
| In Buy Zone? |
No
|
Yes
|