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AMZN vs MCD

Amazon.com Inc. Common Stock vs McDonald's Corporation Common Stock. Scores ACCE, valorisation, rentabilité et croissance côte à côte.

Scores ACCE
AMZN
MCD
Score composite
Sur 100
68
42
Croissance
88
40
Valeur
48
52
Qualité
81
58
Momentum
56
17
Valorisation
AMZN
MCD
Cours
248,00
248,46
Capitalisation
2,70 Bn
175,82 Md
PER glissant
21,11
20,18
PER prévisionnel
23,64
18,08
VE / EBITDA
10,98
18,81
Rendement du dividende
0,0 %
3,1 %
Rentabilité
AMZN
MCD
ROE
30,6 %
0,0 %
Marge nette
17,4 %
31,7 %
Dette / capitaux propres
0,37
-30,61
Flux de trésorerie disponible
7,70 Md
7,19 Md
Croissance
AMZN
MCD
Croissance du chiffre d'affaires (sur 1 an)
19,6 %
3,7 %
Croissance des bénéfices (sur 1 an)
2,4 %
5,7 %
Objectif des analystes
331,72
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Verdict ACCE

$AMZN vs $MCD — ACCE Verdict

$AMZN wins on growth and quality; $MCD wins on valuation and income.

$AMZN carries an ACCE score of 64/100 versus $MCD's 48/100, driven by a Growth score of 88 and Quality score of 80. Those aren't decorative — earnings grew 74.8% YoY and ROE sits at 24.3%. The analyst consensus target of $312.99 implies meaningful upside from the current $230.92. The catch: ACCE's 6-model fair value pegs $AMZN at $131.92, a -42.9% gap to current price, and a Value score of just 41 confirms the stock is pricing in a lot of execution.

$MCD trades closer to intrinsic value — the 6-model fair value of $261.99 is only -2.0% below the current $267.46 — and its forward P/E of 20.4 is materially cheaper than $AMZN's 31.2. A 31.6% net margin and 3.7% FCF yield add ballast, and the 2.7% dividend provides real income. But earnings grew just 6.9% YoY, the Momentum score is a weak 25, and the 1Y return is -6.4%.

For growth-oriented portfolios, $AMZN's fundamentals justify the premium. For value and income, $MCD is the steadier bet — just don't expect near-term price momentum.

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