vs
Side-by-side financial comparison of McDonald's (MCD) and Supermicro (SMCI). Click either name above to swap in a different company.
Supermicro is the larger business by last-quarter revenue ($12.7B vs $7.0B, roughly 1.8× McDonald's). McDonald's runs the higher net margin — 30.9% vs 3.2%, a 27.7% gap on every dollar of revenue. On growth, Supermicro posted the faster year-over-year revenue change (123.4% vs 9.7%). McDonald's produced more free cash flow last quarter ($1.6B vs $-45.1M). Over the past eight quarters, Supermicro's revenue compounded faster (81.5% CAGR vs 6.6%).
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.
Super Micro Computer, Inc., doing business as Supermicro, is an American information technology company based in San Jose, California. The company is one of the largest producers of high-performance and high-efficiency servers, while also providing server management software, and storage systems for various markets, including enterprise data centers, cloud computing, artificial intelligence, 5G, and edge computing.
MCD vs SMCI — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $7.0B | $12.7B |
| Net Profit | $2.2B | $400.6M |
| Gross Margin | — | 6.3% |
| Operating Margin | 45.0% | 3.7% |
| Net Margin | 30.9% | 3.2% |
| Revenue YoY | 9.7% | 123.4% |
| Net Profit YoY | 7.3% | 24.9% |
| EPS (diluted) | $3.03 | $0.60 |
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 | $12.7B | ||
| Q3 25 | $7.1B | $5.0B | ||
| Q2 25 | $6.8B | $5.8B | ||
| Q1 25 | $6.0B | $4.6B | ||
| Q4 24 | $6.4B | $5.7B | ||
| Q3 24 | $6.9B | $5.9B | ||
| Q2 24 | $6.5B | $5.4B | ||
| Q1 24 | $6.2B | $3.9B |
| Q4 25 | $2.2B | $400.6M | ||
| Q3 25 | $2.3B | $168.3M | ||
| Q2 25 | $2.3B | $195.2M | ||
| Q1 25 | $1.9B | $108.8M | ||
| Q4 24 | $2.0B | $320.6M | ||
| Q3 24 | $2.3B | $424.3M | ||
| Q2 24 | $2.0B | $297.2M | ||
| Q1 24 | $1.9B | $402.5M |
| Q4 25 | — | 6.3% | ||
| Q3 25 | 90.6% | 9.3% | ||
| Q2 25 | 90.4% | 9.5% | ||
| Q1 25 | 89.6% | 9.6% | ||
| Q4 24 | — | 11.8% | ||
| Q3 24 | 90.6% | 13.1% | ||
| Q2 24 | 90.3% | 10.2% | ||
| Q1 24 | 89.8% | 15.5% |
| Q4 25 | 45.0% | 3.7% | ||
| Q3 25 | 47.4% | 3.6% | ||
| Q2 25 | 47.2% | 4.0% | ||
| Q1 25 | 44.5% | 3.2% | ||
| Q4 24 | 44.9% | 6.5% | ||
| Q3 24 | 46.4% | 8.6% | ||
| Q2 24 | 45.0% | 5.4% | ||
| Q1 24 | 44.4% | 9.8% |
| Q4 25 | 30.9% | 3.2% | ||
| Q3 25 | 32.2% | 3.4% | ||
| Q2 25 | 32.9% | 3.4% | ||
| Q1 25 | 31.4% | 2.4% | ||
| Q4 24 | 31.6% | 5.6% | ||
| Q3 24 | 32.8% | 7.1% | ||
| Q2 24 | 31.2% | 5.6% | ||
| Q1 24 | 31.3% | 10.5% |
| Q4 25 | $3.03 | $0.60 | ||
| Q3 25 | $3.18 | $0.26 | ||
| Q2 25 | $3.14 | $0.33 | ||
| Q1 25 | $2.60 | $0.17 | ||
| Q4 24 | $2.80 | $0.51 | ||
| Q3 24 | $3.13 | $0.67 | ||
| Q2 24 | $2.80 | $-12.49 | ||
| Q1 24 | $2.66 | $6.56 |
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 | $4.1B |
| Total DebtLower is stronger | $40.0B | — |
| Stockholders' EquityBook value | $-1.8B | $7.0B |
| Total Assets | $59.5B | $28.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $774.0M | $4.1B | ||
| Q3 25 | $2.4B | $4.2B | ||
| Q2 25 | $1.9B | $5.2B | ||
| Q1 25 | $1.2B | $2.5B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $792.0M | $1.7B | ||
| Q1 24 | $838.0M | $2.1B |
| Q4 25 | $40.0B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $38.4B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $-1.8B | $7.0B | ||
| Q3 25 | $-2.2B | $6.5B | ||
| Q2 25 | $-2.8B | $6.3B | ||
| Q1 25 | $-3.5B | $6.4B | ||
| Q4 24 | $-3.8B | $6.2B | ||
| Q3 24 | $-5.2B | $5.9B | ||
| Q2 24 | $-4.8B | $5.4B | ||
| Q1 24 | $-4.8B | $5.1B |
| Q4 25 | $59.5B | $28.0B | ||
| Q3 25 | $60.6B | $14.4B | ||
| Q2 25 | $59.6B | $14.0B | ||
| Q1 25 | $56.3B | $10.7B | ||
| Q4 24 | $55.2B | $9.7B | ||
| Q3 24 | $56.2B | $10.9B | ||
| Q2 24 | $53.8B | $9.8B | ||
| Q1 24 | $53.5B | $8.9B |
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 | $-23.9M |
| Free Cash FlowOCF − Capex | $1.6B | $-45.1M |
| FCF MarginFCF / Revenue | 23.4% | -0.4% |
| Capex IntensityCapex / Revenue | 15.1% | 0.2% |
| Cash ConversionOCF / Net Profit | 1.25× | -0.06× |
| TTM Free Cash FlowTrailing 4 quarters | $7.2B | $440.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.7B | $-23.9M | ||
| Q3 25 | $3.4B | $-917.5M | ||
| Q2 25 | $2.0B | $863.6M | ||
| Q1 25 | $2.4B | $626.8M | ||
| Q4 24 | $2.6B | $-239.8M | ||
| Q3 24 | $2.7B | $408.9M | ||
| Q2 24 | $1.7B | $-641.8M | ||
| Q1 24 | $2.4B | $-1.5B |
| Q4 25 | $1.6B | $-45.1M | ||
| Q3 25 | $2.4B | $-949.8M | ||
| Q2 25 | $1.3B | $840.9M | ||
| Q1 25 | $1.9B | $594.1M | ||
| Q4 24 | $1.8B | $-267.3M | ||
| Q3 24 | $1.9B | $364.6M | ||
| Q2 24 | $1.1B | $-655.8M | ||
| Q1 24 | $1.8B | $-1.6B |
| Q4 25 | 23.4% | -0.4% | ||
| Q3 25 | 34.1% | -18.9% | ||
| Q2 25 | 18.3% | 14.6% | ||
| Q1 25 | 31.5% | 12.9% | ||
| Q4 24 | 28.6% | -4.7% | ||
| Q3 24 | 28.3% | 6.1% | ||
| Q2 24 | 16.3% | -12.2% | ||
| Q1 24 | 29.9% | -41.9% |
| Q4 25 | 15.1% | 0.2% | ||
| Q3 25 | 14.3% | 0.6% | ||
| Q2 25 | 10.9% | 0.4% | ||
| Q1 25 | 9.3% | 0.7% | ||
| Q4 24 | 12.6% | 0.5% | ||
| Q3 24 | 11.6% | 0.7% | ||
| Q2 24 | 9.7% | 0.3% | ||
| Q1 24 | 8.9% | 2.4% |
| Q4 25 | 1.25× | -0.06× | ||
| Q3 25 | 1.50× | -5.45× | ||
| Q2 25 | 0.89× | 4.43× | ||
| Q1 25 | 1.30× | 5.76× | ||
| Q4 24 | 1.30× | -0.75× | ||
| Q3 24 | 1.21× | 0.96× | ||
| Q2 24 | 0.84× | -2.16× | ||
| Q1 24 | 1.24× | -3.78× |
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% |
SMCI
Segment breakdown not available.
