MCD vs UNH: Which Is the Better Buy?

Side-by-side comparison of McDonald's Corporation and UnitedHealth Group Incorporated β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-09.
McDonald's Corporation Β· Consumer Cyclical
$275.75
+18.8% upside to fair value
Grade C High Quality
VS
UnitedHealth Group Incorporated Β· Healthcare
$353.52
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
UNH has more upside to fair value (+45.0%). MCD trades at a lower forward P/E (22.6x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric MCD UNH
Current Price $275.75 $353.52
Fair Value Estimate $327.62 $512.60
Upside to Fair Value +18.8% +45.0%
Market Cap $196.0B $320.9B
Forward P/E 22.6x 26.7x
EV / EBITDA 16.7x 16.1x
Price / Sales 7.1x 0.7x
Price / FCF 27.9x 16.3x
Revenue Growth YoY +9.4% +2.0%
Gross Margin 57.4% 18.8%
Operating Margin 46.0% 4.2%
Return on Equity -434.0% 12.4%
Dividend Yield 0% 0%
FCF Yield 3.59% 6.13%
Analyst Consensus Buy Strong Buy
Investment Thesis
MCD β€” 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…
UNH β€” UnitedHealth Group Incorporated
UnitedHealth Group Incorporated operates as a leading healthcare company with two main platforms: UnitedHealthcare, providing health benefits coverage, and Optum, offering information and technology services. The company benefits from a durable competitive moat due to its scale, integrated platforms, and broad market reach serving over 170 million consumers. Despite strong revenue growth of 12% y…
Accumulation Zones
Metric MCD UNH
Zone Low $245.72 $384.45
Zone High $278.48 $435.71
In Buy Zone? Yes Yes
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