McDonald's Corp vs Starbucks Corp

McDonald's Corp (MCD) is overvalued and Starbucks Corp (SBUX) is overvalued.

Both trade above our estimate of their intrinsic value. MCD is the closer of the two: -21%, against -185% for SBUX.

Values as of the 22 Sept 2026 close.

McDonald's Corp (MCD)

Discounting its cash flows at 7.5% (average of 3 methods) values the shares at $206.94; the price of $250.35 is 21% above that value, and 81% of that value comes from beyond year five.

Leak Score 60/100 on 8 of 12 signals

Starbucks Corp (SBUX)

Discounting its cash flows at 9.3% (average of 3 methods) values the shares at $33.32; the price of $95.11 is 185% above that value, and 75% of that value comes from beyond year five.

Leak Score 46/100 on 8 of 12 signals

MetricMCDSBUX
VerdictOvervaluedOvervalued
Price$250.35$95.11
Intrinsic value$206.94$33.32
Margin of safety-21%-185%
Leak Score60/100 (8/12)46/100 (8/12)
Market cap$177.2B$108.4B
Revenue growth, 5 years7.0%9.6%
Operating margin45.7%10.0%
Net margin31.7%5.2%
P/E20.3x54.8x
Forward P/E18.0x30.1x
Dividend yield3.0%2.6%

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