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 2026-09-26.
McDonald's Corporation · Consumer Cyclical
$252.78
+40.7% upside to fair value
Med Conviction
Grade A
High Quality
VS
Super Micro Computer, Inc. · Technology
$43.26
-4.2% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
MCD has more upside to fair value
(+40.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MCD |
SMCI |
| Current Price |
$252.78 |
$43.26 |
| Fair Value Estimate |
$355.71 |
$41.44 |
| Upside to Fair Value |
+40.7%
|
-4.2%
|
| Market Cap |
$179.6B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
15.5x
|
8.9x
|
| Price / Sales |
6.5x
|
0.7x
|
| Price / FCF |
23.1x
|
—
|
| Revenue Growth YoY |
+3.8%
|
+93.2%
|
| Gross Margin |
57.4%
|
10.8%
|
| Operating Margin |
45.8%
|
7.1%
|
| Return on Equity |
-561.2%
|
25.1%
|
| Dividend Yield |
2.94% |
0% |
| FCF Yield |
4.32%
|
—
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
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…
Super Micro Computer designs and sells modular, open-standard server and storage systems, with a growing franchise in liquid- and air-cooled AI racks such as the NVIDIA Vera Rubin NVL72, sold through direct, distribution and OEM channels to data center, cloud, AI, 5G and edge customers. The business quality is mixed: revenue grew 93.2% year over year and earnings grew 503.7% in the most recent qu…
Accumulation Zones
| Metric |
MCD |
SMCI |
| Zone Low |
$266.78 |
$31.08 |
| Zone High |
$302.35 |
$35.22 |
| In Buy Zone? |
Yes
|
No
|