MCD vs NVDA: Which Is the Better Buy?
Side-by-side comparison of McDonald's Corporation and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
McDonald's Corporation · Consumer Cyclical
$252.78
+40.7% upside to fair value
Med Conviction
Grade A
High Quality
VS
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MCD |
NVDA |
| Current Price |
$252.78 |
$225.07 |
| Fair Value Estimate |
$355.71 |
$326.35 |
| Upside to Fair Value |
+40.7%
|
+45.0%
|
| Market Cap |
$179.6B |
$5,451.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
15.5x
|
23.4x
|
| Price / Sales |
6.5x
|
18.0x
|
| Price / FCF |
23.1x
|
42.9x
|
| Revenue Growth YoY |
+3.8%
|
+105.9%
|
| Gross Margin |
57.4%
|
74.7%
|
| Operating Margin |
45.8%
|
65.2%
|
| Return on Equity |
-561.2%
|
110.1%
|
| Dividend Yield |
2.94% |
0.23% |
| FCF Yield |
4.32%
|
2.33%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
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…
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
Accumulation Zones
| Metric |
MCD |
NVDA |
| Zone Low |
$266.78 |
$244.76 |
| Zone High |
$302.35 |
$277.40 |
| In Buy Zone? |
Yes
|
Yes
|