MCD vs VRTV: Which Is the Better Buy?

Side-by-side comparison of McDonald's Corporation and Veritiv Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-19.
McDonald's Corporation Β· Consumer Cyclical
$252.78
+40.7% upside to fair value
Med Conviction Grade A High Quality
VS
Veritiv Corporation Β· Industrials
$169.99
-45.0% upside to fair value
Med Conviction Grade D
QuantHub Verdict
MCD has more upside to fair value (+40.7%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric MCD VRTV
Current Price $252.78 $169.99
Fair Value Estimate $355.71 $93.49
Upside to Fair Value +40.7% -45.0%
Market Cap $179.6B $2.3B
Forward P/E β€” β€”
EV / EBITDA 15.5x 5.4x
Price / Sales 6.5x 0.4x
Price / FCF 23.1x 10.4x
Revenue Growth YoY +3.8% -19.0%
Gross Margin 57.4% 22.7%
Operating Margin 45.8% 5.9%
Return on Equity -561.2% 48.6%
Dividend Yield 2.94% 1.48%
FCF Yield 4.32% 9.57%
Analyst Consensus Buy Hold
Investment Thesis
MCD β€” 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…
VRTV β€” Veritiv Corporation
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
Metric MCD VRTV
Zone Low $266.78 $70.12
Zone High $302.35 $79.47
In Buy Zone? Yes No
← MCD Research    VRTV Research β†’    All Research