MCD vs QCOM: Which Is the Better Buy?

Side-by-side comparison of McDonald's Corporation and QUALCOMM Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-09.
McDonald's Corporation · Consumer Cyclical
$275.75
+18.8% upside to fair value
Grade C High Quality
VS
QUALCOMM Incorporated · Technology
$134.47
+45.0% upside to fair value
Med Conviction Grade B
QuantHub Verdict
QCOM has more upside to fair value (+45.0%). MCD trades at a lower forward P/E (22.6x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric MCD QCOM
Current Price $275.75 $134.47
Fair Value Estimate $327.62 $194.98
Upside to Fair Value +18.8% +45.0%
Market Cap $196.0B $143.6B
Forward P/E 22.6x 26.8x
EV / EBITDA 16.7x
Price / Sales 7.1x 3.2x
Price / FCF 27.9x 11.1x
Revenue Growth YoY +9.4% +8.7%
Gross Margin 57.4% 55.1%
Operating Margin 46.0% 27.1%
Return on Equity -434.0% 21.6%
Dividend Yield 0%
FCF Yield 3.59% 9.0%
Analyst Consensus Buy Hold
Investment Thesis
MCD — 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…
QCOM — QUALCOMM Incorporated
Qualcomm Incorporated is a leading semiconductor company specializing in wireless chipsets and IP licensing, with dominant positions in 5G modems via QCT (87% of revenue) and steady QTL royalties. The business excels through a vast patent moat, diversification into automotive and IoT, and robust growth (revenue +13% YoY to $44B in FY2025), but faces risks from Apple modem shifts and China exposur…
Accumulation Zones
Metric MCD QCOM
Zone Low $245.72 $146.23
Zone High $278.48 $165.73
In Buy Zone? Yes Yes
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