MCD vs VRT: Which Is the Better Buy?
Side-by-side comparison of McDonald's Corporation and Vertiv Holdings Co — 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
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MCD has more upside to fair value
(+40.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MCD |
VRT |
| Current Price |
$252.78 |
$253.28 |
| Fair Value Estimate |
$355.71 |
$274.15 |
| Upside to Fair Value |
+40.7%
|
+8.2%
|
| Market Cap |
$179.6B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
15.5x
|
38.8x
|
| Price / Sales |
6.5x
|
8.5x
|
| Price / FCF |
23.1x
|
33.3x
|
| Revenue Growth YoY |
+3.8%
|
+24.1%
|
| Gross Margin |
57.4%
|
37.5%
|
| Operating Margin |
45.8%
|
19.1%
|
| Return on Equity |
-561.2%
|
42.1%
|
| Dividend Yield |
2.94% |
0.1% |
| FCF Yield |
4.32%
|
3.0%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
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…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
MCD |
VRT |
| Zone Low |
$266.78 |
$205.61 |
| Zone High |
$302.35 |
$233.03 |
| In Buy Zone? |
Yes
|
No
|