Cannae Holdings Inc (CNNE)vsMcDonald’s Corporation (MCD)
CNNE
Cannae Holdings Inc
$14.44
0.00%
CONSUMER CYCLICAL · Cap: $637.14M
MCD
McDonald’s Corporation
$279.84
+0.01%
CONSUMER CYCLICAL · Cap: $196.36B
Smart Verdict
WallStSmart Research — data-driven comparison
McDonald’s Corporation generates 6488% more annual revenue ($27.45B vs $416.60M). MCD leads profitability with a 31.6% profit margin vs -103.8%. MCD earns a higher WallStSmart Score of 55/100 (C-).
CNNE
Avoid34
out of 100
Grade: F
MCD
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-14.6%
Fair Value
$12.01
Current Price
$14.44
$2.43 premium
Margin of Safety
-85.8%
Fair Value
$150.63
Current Price
$279.84
$129.21 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 44.3%
Conservative balance sheet, low leverage
Large-cap with strong market position
Generating 1.7B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
ROE of -45.1% — below average capital efficiency
Revenue declined 6.8%
Earnings declined 67.0%
ROE of 0.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CNNE
The strongest argument for CNNE centers on Price/Book, Debt/Equity.
Bull Case : MCD
The strongest argument for MCD centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 31.6% and operating margin at 44.3%.
Bear Case : CNNE
The primary concerns for CNNE are Market Cap, Return on Equity, Revenue Growth.
Bear Case : MCD
The primary concerns for MCD are Return on Equity, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
CNNE profiles as a turnaround stock while MCD is a mature play — different risk/reward profiles.
CNNE carries more volatility with a beta of 1.19 — expect wider price swings.
MCD is growing revenue faster at 9.4% — sustainability is the question.
MCD generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
MCD scores higher overall (55/100 vs 34/100), backed by strong 31.6% margins. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cannae Holdings Inc
CONSUMER CYCLICAL · RESTAURANTS · USA
Cannae Holdings, Inc. is one of the leading investment firms. The company is headquartered in Las Vegas, Nevada.
Visit Website →McDonald’s Corporation
CONSUMER CYCLICAL · RESTAURANTS · USA
McDonald's Corporation is an American fast food company, founded in 1940 as a restaurant operated by Richard and Maurice McDonald, in San Bernardino, California, United States. They rechristened their business as a hamburger stand, and later turned the company into a franchise, with the Golden Arches logo being introduced in 1953 at a location in Phoenix, Arizona.
Visit Website →Compare with Other RESTAURANTS Stocks
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