MCD vs TMO: Which Is the Better Buy?

Side-by-side comparison of McDonald's Corporation and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-18.
McDonald's Corporation · Consumer Cyclical
$252.78
+40.7% upside to fair value
Med Conviction Grade A High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$658.32
+31.1% upside to fair value
Med Conviction Grade B High Quality
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 TMO
Current Price $252.78 $658.32
Fair Value Estimate $355.71 $863.34
Upside to Fair Value +40.7% +31.1%
Market Cap $179.6B $244.7B
Forward P/E — —
EV / EBITDA 15.5x 25.9x
Price / Sales 6.5x 5.3x
Price / FCF 23.1x 33.4x
Revenue Growth YoY +3.8% +10.5%
Gross Margin 57.4% 40.4%
Operating Margin 45.8% 17.7%
Return on Equity -561.2% 13.4%
Dividend Yield 2.94% 0.28%
FCF Yield 4.32% 3.0%
Analyst Consensus Buy Strong Buy
Investment Thesis
MCD — 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…
TMO — Thermo Fisher Scientific Inc.
Thermo Fisher Scientific is a global life-sciences and laboratory-services platform spanning Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Biopharma Services, with recognized brands including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Patheon, and PPD, serving pharmaceutical, biotech, clinical, academic, and governme…
Accumulation Zones
Metric MCD TMO
Zone Low $266.78 $647.50
Zone High $302.35 $733.84
In Buy Zone? Yes Yes
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