MCD vs ORCL: Which Is the Better Buy?
Side-by-side comparison of McDonald's Corporation and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-20.
McDonald's Corporation · Consumer Cyclical
$267.71
+20.6% upside to fair value
Med Conviction
Grade C+
High Quality
VS
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
MCD has more upside to fair value
(+20.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MCD |
ORCL |
| Current Price |
$267.71 |
$184.31 |
| Fair Value Estimate |
$322.85 |
$210.13 |
| Upside to Fair Value |
+20.6%
|
+14.0%
|
| Market Cap |
$190.2B |
$530.1B |
| Forward P/E |
—
|
31.0x
|
| EV / EBITDA |
16.4x
|
20.4x
|
| Price / Sales |
6.9x
|
7.9x
|
| Price / FCF |
27.0x
|
-22.4x
|
| Revenue Growth YoY |
+9.4%
|
+20.6%
|
| Gross Margin |
57.4%
|
65.8%
|
| Operating Margin |
46.0%
|
30.8%
|
| Return on Equity |
-433.9%
|
50.4%
|
| Dividend Yield |
2.75% |
0% |
| FCF Yield |
3.7%
|
—
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
McDonald's is a global quick-service restaurant franchisor and real-estate platform whose approximately 95% franchised restaurant base generates unusually high-margin, recurring royalty and rent income, supporting a 46.0% operating margin and 31.6% net margin. Business quality is high because its brand, global purchasing scale, nearly 29,000 drive-thrus, digital ecosystem and 210 million 90-day a…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
| Metric |
MCD |
ORCL |
| Zone Low |
$242.14 |
$157.60 |
| Zone High |
$274.42 |
$178.61 |
| In Buy Zone? |
Yes
|
No
|