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Side-by-side financial comparison of McDonald's (MCD) and PBF Energy Inc. (PBF). Click either name above to swap in a different company.
PBF Energy Inc. is the larger business by last-quarter revenue ($7.1B vs $7.0B, roughly 1.0× McDonald's). McDonald's runs the higher net margin — 30.9% vs 1.1%, a 29.8% gap on every dollar of revenue. On growth, McDonald's posted the faster year-over-year revenue change (9.7% vs -2.9%). McDonald's produced more free cash flow last quarter ($1.6B vs $77.0M). Over the past eight quarters, McDonald's's revenue compounded faster (6.6% CAGR vs -9.1%).
McDonald's Corporation, doing business as McDonald's, is an American multinational fast food restaurant chain. As of 2024, it is the second-largest by number of locations in the world, behind the Chinese chain Mixue Ice Cream & Tea.
PBF Energy Inc. is a petroleum refining and logistics company that produces and sells transportation fuels, heating oils, lubricants, petrochemical feedstocks, and other petroleum products. The company owns and operated 6 refineries throughout the United States, located in Chalmette, Louisiana; Toledo, Ohio; Paulsboro, New Jersey; the Delaware City Refinery in Delaware City; Torrance, California; Martinez, California. PBF produces a range of products including gasoline, ultra-low-sulfur diese...
MCD vs PBF — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $7.0B | $7.1B |
| Net Profit | $2.2B | $78.4M |
| Gross Margin | — | -1.8% |
| Operating Margin | 45.0% | 1.8% |
| Net Margin | 30.9% | 1.1% |
| Revenue YoY | 9.7% | -2.9% |
| Net Profit YoY | 7.3% | 127.1% |
| EPS (diluted) | $3.03 | $0.74 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $7.0B | $7.1B | ||
| Q3 25 | $7.1B | $7.7B | ||
| Q2 25 | $6.8B | $7.5B | ||
| Q1 25 | $6.0B | $7.1B | ||
| Q4 24 | $6.4B | $7.4B | ||
| Q3 24 | $6.9B | $8.4B | ||
| Q2 24 | $6.5B | $8.7B | ||
| Q1 24 | $6.2B | $8.6B |
| Q4 25 | $2.2B | $78.4M | ||
| Q3 25 | $2.3B | $170.1M | ||
| Q2 25 | $2.3B | $-5.2M | ||
| Q1 25 | $1.9B | $-401.8M | ||
| Q4 24 | $2.0B | $-289.3M | ||
| Q3 24 | $2.3B | $-285.9M | ||
| Q2 24 | $2.0B | $-65.2M | ||
| Q1 24 | $1.9B | $106.6M |
| Q4 25 | — | -1.8% | ||
| Q3 25 | 90.6% | 0.5% | ||
| Q2 25 | 90.4% | -0.8% | ||
| Q1 25 | 89.6% | -5.9% | ||
| Q4 24 | — | -4.2% | ||
| Q3 24 | 90.6% | -3.4% | ||
| Q2 24 | 90.3% | 0.1% | ||
| Q1 24 | 89.8% | 2.5% |
| Q4 25 | 45.0% | 1.8% | ||
| Q3 25 | 47.4% | 3.7% | ||
| Q2 25 | 47.2% | 0.6% | ||
| Q1 25 | 44.5% | -7.2% | ||
| Q4 24 | 44.9% | -5.2% | ||
| Q3 24 | 46.4% | -4.6% | ||
| Q2 24 | 45.0% | -0.9% | ||
| Q1 24 | 44.4% | 1.7% |
| Q4 25 | 30.9% | 1.1% | ||
| Q3 25 | 32.2% | 2.2% | ||
| Q2 25 | 32.9% | -0.1% | ||
| Q1 25 | 31.4% | -5.7% | ||
| Q4 24 | 31.6% | -3.9% | ||
| Q3 24 | 32.8% | -3.4% | ||
| Q2 24 | 31.2% | -0.7% | ||
| Q1 24 | 31.3% | 1.2% |
| Q4 25 | $3.03 | $0.74 | ||
| Q3 25 | $3.18 | $1.45 | ||
| Q2 25 | $3.14 | $-0.05 | ||
| Q1 25 | $2.60 | $-3.53 | ||
| Q4 24 | $2.80 | $-2.41 | ||
| Q3 24 | $3.13 | $-2.49 | ||
| Q2 24 | $2.80 | $-0.56 | ||
| Q1 24 | $2.66 | $0.86 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $774.0M | $527.9M |
| Total DebtLower is stronger | $40.0B | — |
| Stockholders' EquityBook value | $-1.8B | $5.3B |
| Total Assets | $59.5B | $13.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $774.0M | $527.9M | ||
| Q3 25 | $2.4B | $482.0M | ||
| Q2 25 | $1.9B | $590.7M | ||
| Q1 25 | $1.2B | $468.6M | ||
| Q4 24 | $1.1B | $536.1M | ||
| Q3 24 | $1.2B | $976.7M | ||
| Q2 24 | $792.0M | $1.4B | ||
| Q1 24 | $838.0M | $1.4B |
| Q4 25 | $40.0B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $38.4B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $-1.8B | $5.3B | ||
| Q3 25 | $-2.2B | $5.2B | ||
| Q2 25 | $-2.8B | $5.1B | ||
| Q1 25 | $-3.5B | $5.1B | ||
| Q4 24 | $-3.8B | $5.5B | ||
| Q3 24 | $-5.2B | $5.9B | ||
| Q2 24 | $-4.8B | $6.3B | ||
| Q1 24 | $-4.8B | $6.5B |
| Q4 25 | $59.5B | $13.0B | ||
| Q3 25 | $60.6B | $13.0B | ||
| Q2 25 | $59.6B | $13.0B | ||
| Q1 25 | $56.3B | $13.0B | ||
| Q4 24 | $55.2B | $12.7B | ||
| Q3 24 | $56.2B | $13.1B | ||
| Q2 24 | $53.8B | $14.1B | ||
| Q1 24 | $53.5B | $13.8B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $2.7B | $366.6M |
| Free Cash FlowOCF − Capex | $1.6B | $77.0M |
| FCF MarginFCF / Revenue | 23.4% | 1.1% |
| Capex IntensityCapex / Revenue | 15.1% | 4.1% |
| Cash ConversionOCF / Net Profit | 1.25× | 4.68× |
| TTM Free Cash FlowTrailing 4 quarters | $7.2B | $-783.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.7B | $366.6M | ||
| Q3 25 | $3.4B | $25.7M | ||
| Q2 25 | $2.0B | $191.1M | ||
| Q1 25 | $2.4B | $-661.4M | ||
| Q4 24 | $2.6B | $-329.7M | ||
| Q3 24 | $2.7B | $-68.0M | ||
| Q2 24 | $1.7B | $425.3M | ||
| Q1 24 | $2.4B | $15.8M |
| Q4 25 | $1.6B | $77.0M | ||
| Q3 25 | $2.4B | $-122.8M | ||
| Q2 25 | $1.3B | $35.0M | ||
| Q1 25 | $1.9B | $-772.4M | ||
| Q4 24 | $1.8B | $-425.7M | ||
| Q3 24 | $1.9B | $-169.8M | ||
| Q2 24 | $1.1B | $371.8M | ||
| Q1 24 | $1.8B | $-123.8M |
| Q4 25 | 23.4% | 1.1% | ||
| Q3 25 | 34.1% | -1.6% | ||
| Q2 25 | 18.3% | 0.5% | ||
| Q1 25 | 31.5% | -10.9% | ||
| Q4 24 | 28.6% | -5.8% | ||
| Q3 24 | 28.3% | -2.0% | ||
| Q2 24 | 16.3% | 4.3% | ||
| Q1 24 | 29.9% | -1.4% |
| Q4 25 | 15.1% | 4.1% | ||
| Q3 25 | 14.3% | 1.9% | ||
| Q2 25 | 10.9% | 2.1% | ||
| Q1 25 | 9.3% | 1.6% | ||
| Q4 24 | 12.6% | 1.3% | ||
| Q3 24 | 11.6% | 1.2% | ||
| Q2 24 | 9.7% | 0.6% | ||
| Q1 24 | 8.9% | 1.6% |
| Q4 25 | 1.25× | 4.68× | ||
| Q3 25 | 1.50× | 0.15× | ||
| Q2 25 | 0.89× | — | ||
| Q1 25 | 1.30× | — | ||
| Q4 24 | 1.30× | — | ||
| Q3 24 | 1.21× | — | ||
| Q2 24 | 0.84× | — | ||
| Q1 24 | 1.24× | 0.15× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MCD
| International Operated Markets | $3.6B | 51% |
| Other | $2.8B | 40% |
| International Developmental Licensed Marketsand Corporate | $633.0M | 9% |
PBF
| Gasoline And Distillate | $6.4B | 89% |
| Asphaltand Residual Oil | $283.6M | 4% |
| Other | $149.4M | 2% |
| Chemicals | $145.1M | 2% |
| Logistics Group | $93.5M | 1% |
| Lubricants | $81.9M | 1% |
