INTU vs MCD: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and McDonald's Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction
Grade A-
VS
McDonald's Corporation · Consumer Cyclical
$305.68
+4.7% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
INTU has more upside to fair value
(+37.7%).
INTU trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
INTU |
MCD |
| Current Price |
$396.57 |
$305.68 |
| Fair Value Estimate |
$546.00 |
$320.00 |
| Upside to Fair Value |
+37.7%
|
+4.7%
|
| Market Cap |
$110.4B |
$218.1B |
| Forward P/E |
19.5x
|
24.5x
|
| EV / EBITDA |
19.0x
|
18.6x
|
| Price / Sales |
5.9x
|
8.1x
|
| Price / FCF |
18.1x
|
30.3x
|
| Revenue Growth YoY |
+15.6%
|
+3.7%
|
| Gross Margin |
80.8%
|
57.4%
|
| Operating Margin |
26.1%
|
46.1%
|
| Return on Equity |
19.6%
|
—
|
| Dividend Yield |
1.17% |
2.4% |
| FCF Yield |
5.51%
|
3.3%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
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 |
INTU |
MCD |
| Zone Low |
$410.00 |
$240.00 |
| Zone High |
$464.00 |
$272.00 |
| In Buy Zone? |
Yes
|
No
|