MCD vs SMCI: Which Is the Better Buy?
Side-by-side comparison of McDonald's Corporation and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
McDonald's Corporation · Consumer Cyclical
$305.68
+4.7% upside to fair value
Med Conviction
Grade B
VS
Super Micro Computer, Inc. · Technology
$28.56
+435.6% upside to fair value
Grade B
QuantHub Verdict
SMCI has more upside to fair value
(+435.6%).
SMCI trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MCD |
SMCI |
| Current Price |
$305.68 |
$28.56 |
| Fair Value Estimate |
$320.00 |
$152.97 |
| Upside to Fair Value |
+4.7%
|
+435.6%
|
| Market Cap |
$218.1B |
$17.1B |
| Forward P/E |
24.5x
|
19.5x
|
| EV / EBITDA |
18.6x
|
15.0x
|
| Price / Sales |
8.1x
|
0.6x
|
| Price / FCF |
30.3x
|
38.9x
|
| Revenue Growth YoY |
+3.7%
|
+152.8%
|
| Gross Margin |
57.4%
|
8.0%
|
| Operating Margin |
46.1%
|
3.7%
|
| Return on Equity |
—
|
13.3%
|
| Dividend Yield |
2.4% |
0% |
| FCF Yield |
3.3%
|
2.57%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
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…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems with a dominant focus on AI GPU platforms that now drive over 70% of its revenues. The company benefits from a founder-led management team with deep industry expertise and long tenure, and it has scaled rapidly with revenue growth exceeding 150% year-over-year. Despite this explosive growth, profitabilit…
Accumulation Zones
| Metric |
MCD |
SMCI |
| Zone Low |
$240.00 |
$114.73 |
| Zone High |
$272.00 |
$130.02 |
| In Buy Zone? |
No
|
Yes
|