Mcdonalds Stock Performance

MCD Stock  USD 253.37  0.68  0.27%   
The company secures a Beta (Market Risk) of 0.86, which conveys possible diversification benefits within a given portfolio. McDonalds returns are very sensitive to returns on the market. As the market goes up or down, McDonalds is expected to follow. At this point, McDonalds has a negative expected return of -0.12%. Please make sure to verify McDonalds' skewness, day typical price, and the relationship between the maximum drawdown and daily balance of power , to decide if McDonalds performance from the past will be repeated at some future point.

Risk-Adjusted Performance

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Over the last 90 days McDonalds has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak performance, the Stock's fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more

Actual Historical Performance (%)

One Day Return
(0.27)
Five Day Return
(2.70)
Year To Date Return
(14.70)
Ten Year Return
165.73
All Time Return
93.9 K
Forward Dividend Yield
0.0263
Payout Ratio
0.5437
Last Split Factor
2:1
Forward Dividend Rate
6.68
Dividend Date
2024-06-17
 
McDonalds dividend paid on 17th of June 2024
06/17/2024
1
McDonalds Sues Homeless Man For Alleged Customer Attack In Los Angeles
07/05/2024
2
US FTC issues warning to franchisors over unfair business practices
07/12/2024
3
McDonalds Stock Drops Despite Market Gains Important Facts to Note
07/15/2024
4
Omar Collymore, co-convicts to be sentenced for wifes murder on July 24
07/16/2024
5
Darien Church Asks For Mans Removal Cops
07/17/2024
6
National Ice Cream Day 2024 Heres The Scoop On Deals In GA
07/18/2024
7
Rutgers basketball has best 2-man backcourt in Big Ten, analyst says
07/19/2024
8
Popular Asia-based toy store opens first San Francisco location
07/22/2024
9
Why McDonalds Stock Flatlined on Wednesday
07/24/2024
Begin Period Cash Flow2.6 B
  

McDonalds Relative Risk vs. Return Landscape

If you would invest  27,382  in McDonalds on April 25, 2024 and sell it today you would lose (2,045) from holding McDonalds or give up 7.47% of portfolio value over 90 days. McDonalds is generating negative expected returns assuming volatility of 1.1887% on return distribution over 90 days investment horizon. In other words, 10% of stocks are less volatile than McDonalds, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon McDonalds is expected to under-perform the market. In addition to that, the company is 1.8 times more volatile than its market benchmark. It trades about -0.1 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.11 per unit of volatility.

McDonalds Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for McDonalds' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as McDonalds, and traders can use it to determine the average amount a McDonalds' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0994

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Negative ReturnsMCD

Estimated Market Risk

 1.19
  actual daily
10
90% of assets are more volatile

Expected Return

 -0.12
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.1
  actual daily
0
Most of other assets perform better
Based on monthly moving average McDonalds is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of McDonalds by adding McDonalds to a well-diversified portfolio.

McDonalds Fundamentals Growth

McDonalds Stock prices reflect investors' perceptions of the future prospects and financial health of McDonalds, and McDonalds fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on McDonalds Stock performance.

About McDonalds Performance

By analyzing McDonalds' fundamental ratios, stakeholders can gain valuable insights into McDonalds' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if McDonalds has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if McDonalds has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Last ReportedProjected for Next Year
Days Of Inventory On Hand 1.70  1.62 
Return On Tangible Assets 0.16  0.09 
Return On Capital Employed 0.24  0.15 
Return On Assets 0.15  0.09 
Return On Equity(1.80)(1.71)

Things to note about McDonalds performance evaluation

Checking the ongoing alerts about McDonalds for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for McDonalds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
McDonalds generated a negative expected return over the last 90 days
About 72.0% of the company shares are owned by institutional investors
On 17th of June 2024 McDonalds paid $ 1.67 per share dividend to its current shareholders
Latest headline from fool.com: Why McDonalds Stock Flatlined on Wednesday
Evaluating McDonalds' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate McDonalds' stock performance include:
  • Analyzing McDonalds' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether McDonalds' stock is overvalued or undervalued compared to its peers.
  • Examining McDonalds' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating McDonalds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of McDonalds' management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of McDonalds' stock. These opinions can provide insight into McDonalds' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating McDonalds' stock performance is not an exact science, and many factors can impact McDonalds' stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for McDonalds Stock analysis

When running McDonalds' price analysis, check to measure McDonalds' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy McDonalds is operating at the current time. Most of McDonalds' value examination focuses on studying past and present price action to predict the probability of McDonalds' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move McDonalds' price. Additionally, you may evaluate how the addition of McDonalds to your portfolios can decrease your overall portfolio volatility.
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