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 2026-09-23.
McDonald's Corporation Β· Consumer Cyclical
$252.78
+40.7% upside to fair value
Med Conviction Grade A High Quality
VS
Oracle Corporation Β· Technology
$149.12
+45.0% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
ORCL has more upside to fair value (+45.0%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric MCD ORCL
Current Price $252.78 $149.12
Fair Value Estimate $355.71 $216.22
Upside to Fair Value +40.7% +45.0%
Market Cap $179.6B $429.5B
Forward P/E β€” β€”
EV / EBITDA 15.5x 14.6x
Price / Sales 6.5x 6.0x
Price / FCF 23.1x β€”
Revenue Growth YoY +3.8% +29.6%
Gross Margin 57.4% 63.9%
Operating Margin 45.8% 32.4%
Return on Equity -561.2% 42.6%
Dividend Yield 2.94% 1.34%
FCF Yield 4.32% β€”
Analyst Consensus Buy Strong Buy
Investment Thesis
MCD β€” McDonald's Corporation
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…
ORCL β€” Oracle Corporation
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
Metric MCD ORCL
Zone Low $266.78 $162.16
Zone High $302.35 $183.79
In Buy Zone? Yes Yes
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