McDonalds Stock Analysis

MCD Stock  USD 254.49  3.26  1.26%   
The main objective of McDonalds stock analysis is to determine its intrinsic value, which is an estimate of what McDonalds is worth, separate from its market price. There are two main types of McDonalds' stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect McDonalds' performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of McDonalds' stock to identify patterns and trends that may indicate its future price movements.
The McDonalds stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. McDonalds is usually not traded on Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day, Veterans Day ( substitute day ), Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday. McDonalds Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and McDonalds' ongoing operational relationships across important fundamental and technical indicators.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in McDonalds. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in interest. For information on how to trade McDonalds Stock refer to our How to Trade McDonalds Stock guide.

McDonalds Stock Analysis Notes

About 70.0% of the company shares are owned by institutional investors. The company recorded earning per share (EPS) of 10.85. McDonalds last dividend was issued on the 31st of August 2023. The entity had 2:1 split on the 8th of March 1999. McDonalds Corporation operates and franchises McDonalds restaurants in the United States and internationally. McDonalds Corporation was founded in 1940 and is headquartered in Chicago, Illinois. McDonalds Corp operates under Restaurants classification in the United States and is traded on New York Stock Exchange. It employs 100000 people. To find out more about McDonalds contact Stephen Easterbrook at 630 623 3000 or learn more at

McDonalds Quarterly Cost of Revenue

2.71 Billion

McDonalds Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. McDonalds' investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding McDonalds or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
McDonalds generated a negative expected return over the last 90 days
McDonalds is unlikely to experience financial distress in the next 2 years
About 70.0% of the company shares are owned by institutional investors
On 18th of September 2023 McDonalds paid $ 1.52 per share dividend to its current shareholders
Latest headline from McDonalds Unveils Plan to Raise Franchisee Royalty Charges and ... - Best Stocks

McDonalds Upcoming and Recent Events

Earnings reports are used by McDonalds to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to McDonalds previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
30th of October 2023
Upcoming Quarterly Report
30th of January 2024
Next Financial Report
30th of September 2023
Next Fiscal Quarter End
30th of January 2024
Next Fiscal Year End
30th of June 2023
Last Quarter Report
31st of December 2022
Last Financial Announcement

McDonalds Largest EPS Surprises

Earnings surprises can significantly impact McDonalds' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Fiscal Date
Estimated EPS
Reported EPS
View All Earnings Estimates

McDonalds SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. McDonalds prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that McDonalds investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial McDonalds specific information freely available to individual and institutional investors to make a timely investment decision.
24th of August 2023
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
15th of August 2023
Financial Statements and Exhibits. Other Events
27th of July 2023
Financial Statements and Exhibits. Results of Operations and Financial Condition
1st of June 2023
Submission of Matters to a Vote of Security Holders
25th of April 2023
Financial Statements and Exhibits. Results of Operations and Financial Condition
29th of March 2023
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
15th of February 2023
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
9th of February 2023
Unclassified Corporate Event

McDonalds Thematic Classifications

In addition to having McDonalds stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Restaurants Idea
Restaurants, Coffee Shops and other eateries
Dividend Beast Idea
Dividend Beast
Solid, dividend-paying stocks and ETFs
Giant Impact Idea
Giant Impact
Public companies with mega capitalization
Macroaxis Index Idea
Macroaxis Index
Macroaxis power theme of selected equities with solid fundamentals
Restaurants Hotels Motels Idea
Restaurants Hotels Motels
USA Equities from Restaurants Hotels Motels industry as classified by Fama & French
Baby Boomer Prospects Idea
Baby Boomer Prospects
Mega stocks, funds and ETFs that tend to appeal to people considering retirement from the work force

McDonalds Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as McDonalds is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading McDonalds backward and forwards among themselves. McDonalds' institutional investor refers to the entity that pools money to purchase McDonalds' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Last TransactionTypeSharesValue
Vanguard Group Inc2023-06-30Common Shares68.2 M20.3 B
State Street Corp2023-06-30Common Shares34.1 M10.2 B
Wellington Management Group Llp2023-06-30Common Shares13.2 M3.9 B
Wells Fargo Company2023-06-30Common SharesM2.4 B
Royal Bank Of Canada2023-06-30Common Shares7.4 M2.2 B
Ubs Group Ag2023-06-30Common Shares5.4 M1.6 B
Ubs Asset Management Americas Inc2023-06-30Common Shares3.1 M862.8 M
Swiss National Bank2023-06-30Common Shares2.6 M786.8 M
Sumitomo Mitsui Trust Holdings Inc2023-06-30Common Shares2.2 M654.7 M
Two Sigma Advisers Lp2023-06-30Common Shares1.5 M441.6 M
Td Asset Management Inc2023-06-30Common Shares1.4 M418.3 M
Note, although McDonalds' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

McDonalds Market Capitalization

The company currently falls under 'Mega-Cap' category with a total capitalization of 185.46 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate McDonalds's market, we take the total number of its shares issued and multiply it by McDonalds's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

McDonalds Profitablity

McDonalds' profitability indicators refer to fundamental financial ratios that showcase McDonalds' ability to generate income relative to its revenue or operating costs. If, let's say, McDonalds is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, McDonalds' executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of McDonalds' profitability requires more research than a typical breakdown of McDonalds' financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.33 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.46 %, which entails that for every 100 dollars of revenue, it generated $0.46 of operating income.
Last ReportedProjected for 2023
Return on Investment 30.20  28.50 
Return on Average Assets 0.12  0.12 
Return on Average Equity(0.99)(1.02)
Return on Invested Capital 0.10  0.12 
Return on Sales 0.39  0.42 

Management Efficiency

McDonalds has Return on Asset of 0.1392 % which means that on every $100 spent on assets, it made $0.1392 of profit. This is way below average. McDonalds' management efficiency ratios could be used to measure how well McDonalds manages its routine affairs as well as how well it operates its assets and liabilities. McDonalds Return on Sales is projected to increase slightly based on the last few years of reporting. The past year's Return on Sales was at 0.39. McDonalds Goodwill and Intangible Assets are projected to increase significantly based on the last few years of reporting. The past year's Goodwill and Intangible Assets were at 2.9 Billion. The current year's Revenue to Assets is expected to grow to 0.62, whereas Assets Non Current are forecasted to decline to about 44 B.
Last ReportedProjected for 2023
Book Value per Share(8.15)(8.36)
Enterprise Value over EBIT 26.00  24.47 
Enterprise Value over EBITDA 21.78  20.54 
Price to Book Value(32.15)(33.00)
Tangible Assets Book Value per Share 64.54  60.64 
Enterprise Value237.5 B218.2 B
Tangible Asset Value47.5 B47 B
The analysis of McDonalds' management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze McDonalds' future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of McDonalds Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Long Term Debt Total
35.9 B
Short Long Term Debt Total
48.7 B
Forward Dividend Rate
Interest Expense
1.2 B
Total Operating Expenses
2.9 B

Technical Drivers

As of the 4th of October, McDonalds secures the risk adjusted performance of (0.18), and Mean Deviation of 0.6124. Concerning fundamental indicators, the technical analysis model lets you check available technical drivers of McDonalds, as well as the relationship between them. Strictly speaking, you can use this information to find out if the firm will indeed mirror its model of past prices, or the prices will eventually revert. We were able to break down thirteen technical drivers for McDonalds, which can be compared to its peers in the industry. Please verify McDonalds variance, as well as the relationship between the maximum drawdown and skewness to decide if McDonalds is priced favorably, providing market reflects its recent price of 254.49 per share. Given that McDonalds has information ratio of (0.19), we recommend you to check McDonalds's last-minute market performance to make sure the company can sustain itself next year.

McDonalds Price Movement Analysis

The output start index for this execution was seven with a total number of output elements of fifty-four. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. McDonalds middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for McDonalds. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

McDonalds Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific McDonalds insiders, such as employees or executives, is commonly permitted as long as it does not rely on McDonalds' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases McDonalds insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

McDonalds Outstanding Bonds

McDonalds issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. McDonalds uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most McDonalds bonds can be classified according to their maturity, which is the date when McDonalds has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

McDonalds Technical and Predictive Indicators

McDonalds Forecast Models

McDonalds' time-series forecasting models are one of many McDonalds' stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary McDonalds' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About McDonalds Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how McDonalds prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling McDonalds shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as McDonalds. By using and applying McDonalds Stock analysis, traders can create a robust methodology for identifying McDonalds entry and exit points for their positions.
Last ReportedProjected for 2023
Operating Margin 39.68  35.44 
EBITDA Margin 0.47  0.52 
Gross Margin 0.58  0.58 
Profit Margin 0.27  0.27 

Current McDonalds Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. McDonalds analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. McDonalds analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
McDonalds current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most McDonalds analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand McDonalds stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of McDonalds, talking to its executives and customers, or listening to McDonalds conference calls.
McDonalds Analyst Advice Details

McDonalds Stock Analysis Indicators

McDonalds stock analysis indicators help investors evaluate how McDonalds stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading McDonalds shares will generate the highest return on investment. By understating and applying McDonalds stock analysis, traders can identify McDonalds position entry and exit signals to maximize returns.
Begin Period Cash Flow4.7 B
Long Term Debt35.9 B
Common Stock Shares Outstanding741.3 M
Total Stockholder Equity-6 B
Total Cashflows From Investing Activities-2.7 B
Tax Provision1.6 B
Quarterly Earnings Growth Y O Y0.969
Property Plant And Equipment Net36.3 B
Cash And Short Term Investments2.6 B
Cash2.6 B
Accounts Payable980.2 M
Net Debt46.1 B
50 Day M A281.1166
Total Current Liabilities3.8 B
Other Operating Expenses12.8 B
Non Current Assets Total45 B
Forward Price Earnings26.3158
Common Stock Total Equity16.6 M
Non Currrent Assets Other2.7 B
Stock Based Compensation166.7 M
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in McDonalds. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in interest. For information on how to trade McDonalds Stock refer to our How to Trade McDonalds Stock guide. Note that the McDonalds information on this page should be used as a complementary analysis to other McDonalds' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

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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Is McDonalds' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of McDonalds. If investors know McDonalds will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about McDonalds listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
Dividend Share
Earnings Share
Revenue Per Share
Quarterly Revenue Growth
The market value of McDonalds is measured differently than its book value, which is the value of McDonalds that is recorded on the company's balance sheet. Investors also form their own opinion of McDonalds' value that differs from its market value or its book value, called intrinsic value, which is McDonalds' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because McDonalds' market value can be influenced by many factors that don't directly affect McDonalds' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between McDonalds' value and its price as these two are different measures arrived at by different means. Investors typically determine if McDonalds is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, McDonalds' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.