MCD vs ORCL: Which Is the Better Buy?

Side-by-side comparison of McDonald's Corporation and Oracle Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-09.
McDonald's Corporation Β· Consumer Cyclical
$275.75
+18.8% upside to fair value
Grade C High Quality
VS
Oracle Corporation Β· Technology
$175.08
+45.0% upside to fair value
Grade C High Quality
QuantHub Verdict
ORCL has more upside to fair value (+45.0%). MCD trades at a lower forward P/E (22.6x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric MCD ORCL
Current Price $275.75 $175.08
Fair Value Estimate $327.62 $253.87
Upside to Fair Value +18.8% +45.0%
Market Cap $196.0B $503.5B
Forward P/E 22.6x 30.8x
EV / EBITDA 16.7x 21.4x
Price / Sales 7.1x 7.9x
Price / FCF 27.9x -20.4x
Revenue Growth YoY +9.4% +21.7%
Gross Margin 57.4% 66.4%
Operating Margin 46.0% 30.8%
Return on Equity -434.0% 57.4%
Dividend Yield 0% 0%
FCF Yield 3.59% β€”
Analyst Consensus Buy Strong Buy
Investment Thesis
MCD β€” McDonald's Corporation
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…
ORCL β€” Oracle Corporation
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
Metric MCD ORCL
Zone Low $245.72 $190.40
Zone High $278.48 $215.79
In Buy Zone? Yes Yes
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