MCD vs MU: Which Is the Better Buy?
Side-by-side comparison of McDonald's Corporation and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-09.
McDonald's Corporation · Consumer Cyclical
$275.75
+18.8% upside to fair value
Grade C
High Quality
VS
Micron Technology, Inc. · Technology
$455.07
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
MCD has more upside to fair value
(+18.8%).
MU trades at a lower forward P/E
(21.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MCD |
MU |
| Current Price |
$275.75 |
$455.07 |
| Fair Value Estimate |
$327.62 |
$250.29 |
| Upside to Fair Value |
+18.8%
|
-45.0%
|
| Market Cap |
$196.0B |
$513.2B |
| Forward P/E |
22.6x
|
21.2x
|
| EV / EBITDA |
16.7x
|
13.8x
|
| Price / Sales |
7.1x
|
8.8x
|
| Price / FCF |
27.9x
|
49.9x
|
| Revenue Growth YoY |
+9.4%
|
+196.3%
|
| Gross Margin |
57.4%
|
58.4%
|
| Operating Margin |
46.0%
|
48.5%
|
| Return on Equity |
-434.0%
|
40.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.59%
|
2.0%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
McDonald's Corporation operates a global quick-service restaurant business with a strong competitive moat driven by brand recognition, extensive franchising, and digital innovation. The company reported $26.9 billion in revenue for fiscal 2025, growing 4% year-over-year, with significant contributions from its International Operated Markets segment growing nearly 8%. Despite a high valuation regi…
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, with a dominant position in DRAM and NAND markets. The company benefits from a strong business quality characterized by high profitability, exceptional revenue growth of 196.3% year-over-year in the most recent quarter, and a robust return on equity of 40.8%. Despite these strengths, the stock…
Accumulation Zones
| Metric |
MCD |
MU |
| Zone Low |
$245.72 |
$187.72 |
| Zone High |
$278.48 |
$212.75 |
| In Buy Zone? |
Yes
|
No
|