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 2026-04-18.
McDonald's Corporation Β· Consumer Cyclical
$305.68
+4.7% upside to fair value
Med Conviction Grade B
VS
Oracle Corporation Β· Technology
$175.08
+24.7% upside to fair value
Grade B
QuantHub Verdict
ORCL has more upside to fair value (+24.7%). MCD trades at a lower forward P/E (24.5x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric MCD ORCL
Current Price $305.68 $175.08
Fair Value Estimate $320.00 $218.26
Upside to Fair Value +4.7% +24.7%
Market Cap $218.1B $503.5B
Forward P/E 24.5x 30.8x
EV / EBITDA 18.6x 21.4x
Price / Sales 8.1x 7.9x
Price / FCF 30.3x -20.4x
Revenue Growth YoY +3.7% +7.0%
Gross Margin 57.4% 66.4%
Operating Margin 46.1% 30.8%
Return on Equity β€” 57.4%
Dividend Yield 2.4% 0%
FCF Yield 3.3% β€”
Analyst Consensus Buy Strong Buy
Investment Thesis
MCD β€” McDonald's Corporation
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…
ORCL β€” Oracle Corporation
Oracle Corporation is a leading technology company specializing in software infrastructure, with a dominant Cloud and License Business segment generating 85.8% of its $57.4 billion revenue in fiscal 2025. The company benefits from a durable competitive moat driven by decades of leadership continuity, aggressive M&A history, and a strong position in enterprise software and cloud services. Despite …
Accumulation Zones
Metric MCD ORCL
Zone Low $240.00 $163.69
Zone High $272.00 $185.52
In Buy Zone? No Yes
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