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 2026-04-18.
McDonald's Corporation · Consumer Cyclical
$305.68
+4.7% upside to fair value
Med Conviction
Grade B
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
MCD has more upside to fair value
(+4.7%).
MCD trades at a lower forward P/E
(24.5x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MCD |
VRT |
| Current Price |
$305.68 |
$307.34 |
| Fair Value Estimate |
$320.00 |
$272.65 |
| Upside to Fair Value |
+4.7%
|
-11.3%
|
| Market Cap |
$218.1B |
$117.6B |
| Forward P/E |
24.5x
|
88.2x
|
| EV / EBITDA |
18.6x
|
55.3x
|
| Price / Sales |
8.1x
|
11.5x
|
| Price / FCF |
30.3x
|
61.2x
|
| Revenue Growth YoY |
+3.7%
|
+7.6%
|
| Gross Margin |
57.4%
|
34.8%
|
| Operating Margin |
46.1%
|
18.2%
|
| Return on Equity |
—
|
40.3%
|
| Dividend Yield |
2.4% |
0% |
| FCF Yield |
3.3%
|
1.63%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
McDonald's operates the world's largest quick-service restaurant franchise with over 40,000 locations across 100+ countries, generating $26.9B in FY2025 revenue with roughly 60% from franchised operations. The asset-light franchise model produces 46% operating margins and $7.2B in annual free cash flow. Revenue growth reaccelerated modestly to 3.7% in FY2025 from 1.7% in FY2024, driven by the Int…
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
MCD |
VRT |
| Zone Low |
$240.00 |
$204.49 |
| Zone High |
$272.00 |
$231.75 |
| In Buy Zone? |
No
|
No
|