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 2026-06-20.
McDonald's Corporation · Consumer Cyclical
$278.61
+18.7% upside to fair value
Grade B
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$464.61
+7.2% upside to fair value
Grade A
High Quality
QuantHub Verdict
MCD has more upside to fair value
(+18.7%).
MCD trades at a lower forward P/E
(22.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MCD |
TMO |
| Current Price |
$278.61 |
$464.61 |
| Fair Value Estimate |
$330.66 |
$498.27 |
| Upside to Fair Value |
+18.7%
|
+7.2%
|
| Market Cap |
$197.9B |
$172.7B |
| Forward P/E |
22.9x
|
25.2x
|
| EV / EBITDA |
16.9x
|
19.1x
|
| Price / Sales |
7.2x
|
3.8x
|
| Price / FCF |
28.1x
|
25.6x
|
| Revenue Growth YoY |
+9.4%
|
+6.2%
|
| Gross Margin |
57.4%
|
39.4%
|
| Operating Margin |
46.0%
|
17.8%
|
| Return on Equity |
-433.9%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.56%
|
3.91%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
McDonald's Corporation operates a high-margin, asset-light global quick-service restaurant business with a durable competitive moat supported by strong brand recognition and a wide global footprint. The company benefits from consistent mid-single-digit systemwide sales growth and high free cash flow conversion, enabling substantial dividends and share buybacks. Despite a premium valuation with a …
Thermo Fisher Scientific is a leading healthcare company specializing in life science tools, diagnostics, and contract research and manufacturing services. It operates with a broad, multi-layered moat driven by scale, integration, and a long-tenured management team. The company exhibits solid fundamentals with a 13.3% ROE, 6.2% revenue growth, and 9.6% earnings growth in the most recent quarter. …
Accumulation Zones
| Metric |
MCD |
TMO |
| Zone Low |
$248.00 |
$373.70 |
| Zone High |
$281.06 |
$423.53 |
| In Buy Zone? |
Yes
|
No
|