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 2026-04-11.
McDonald's Corporation · Consumer Cyclical
$305.68
+4.7% upside to fair value
Med Conviction
Grade B
VS
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
QuantHub Verdict
MCD has more upside to fair value
(+4.7%).
MU trades at a lower forward P/E
(19.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MCD |
MU |
| Current Price |
$305.68 |
$421.51 |
| Fair Value Estimate |
$320.00 |
$336.45 |
| Upside to Fair Value |
+4.7%
|
-20.2%
|
| Market Cap |
$218.1B |
$475.4B |
| Forward P/E |
24.5x
|
19.7x
|
| EV / EBITDA |
18.6x
|
12.8x
|
| Price / Sales |
8.1x
|
8.2x
|
| Price / FCF |
30.3x
|
21.6x
|
| Revenue Growth YoY |
+3.7%
|
+74.9%
|
| Gross Margin |
57.4%
|
58.4%
|
| Operating Margin |
46.1%
|
48.5%
|
| Return on Equity |
—
|
40.8%
|
| Dividend Yield |
2.4% |
0% |
| FCF Yield |
3.3%
|
4.64%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
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…
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, including DRAM and NAND products, which are critical for AI, data centers, mobile, and embedded applications. The company benefits from strong revenue growth of 74.9% year-over-year and exceptional profitability with a net margin of 41.5% and return on equity of 40.8%. Despite these strengths …
Accumulation Zones
| Metric |
MCD |
MU |
| Zone Low |
$240.00 |
$252.34 |
| Zone High |
$272.00 |
$285.98 |
| In Buy Zone? |
No
|
No
|