Mcdonalds Stock Performance
| MCD Stock | USD 266.23 1.16 0.43% |
The company secures a Beta (Market Risk) of 0.59, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, McDonalds' returns are expected to increase less than the market. However, during the bear market, the loss of holding McDonalds is expected to be smaller as well. McDonalds has an expected return of -0.13%. 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 fragile 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 (0.43) | Five Day Return (1.21) | Year To Date Return (10.37) | Ten Year Return 164.04 | All Time Return 98.7 K |
Forward Dividend Yield 0.0251 | Payout Ratio 0.5343 | Last Split Factor 2:1 | Forward Dividend Rate 6.68 | Dividend Date 2024-03-15 |
| McDonalds dividend paid on 15th of March 2024 | 03/15/2024 |
1 | Disposition of 951 shares by Catherine Hoovel of McDonalds subject to Rule 16b-3 | 03/18/2024 |
2 | South Carolinas womens title fueled by 2 former metro Atlanta stars | 04/08/2024 |
3 | McDonalds 25 deal goes viral, users blame Californias minimum wage increase Your new normal | 04/10/2024 |
4 | Attorney for teen accused of murder seeks to suppress police interviews | 04/11/2024 |
5 | McDonalds Stock Moves -0.46 percent What You Should Know | 04/12/2024 |
6 | Fresh blow to UKs worst seaside town as tourists leave after just 20 minutes | 04/15/2024 |
| Begin Period Cash Flow | 2.6 B |
McDonalds |
McDonalds Relative Risk vs. Return Landscape
If you would invest 28,951 in McDonalds on January 17, 2024 and sell it today you would lose (2,328) from holding McDonalds or give up 8.04% of portfolio value over 90 days. McDonalds is generating negative expected returns assuming volatility of 1.0728% on return distribution over 90 days investment horizon. In other words, 9% 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 |
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 = -0.1206
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| Negative Returns | MCD |
Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 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.
| Return On Asset | 0.14 | ||||
| Profit Margin | 0.33 % | ||||
| Operating Margin | 0.44 % | ||||
| Current Valuation | 240.8 B | ||||
| Shares Outstanding | 721 M | ||||
| Price To Earning | 39.39 X | ||||
| Price To Sales | 7.56 X | ||||
| Revenue | 25.49 B | ||||
| Gross Profit | 13.21 B | ||||
| EBITDA | 12.13 B | ||||
| Net Income | 8.47 B | ||||
| Cash And Equivalents | 2.58 B | ||||
| Cash Per Share | 3.86 X | ||||
| Total Debt | 50.21 B | ||||
| Debt To Equity | 4.35 % | ||||
| Current Ratio | 1.65 X | ||||
| Book Value Per Share | (6.51) X | ||||
| Cash Flow From Operations | 9.61 B | ||||
| Earnings Per Share | 11.55 X | ||||
| Market Capitalization | 192.79 B | ||||
| Total Asset | 56.15 B | ||||
| Retained Earnings | 63.48 B | ||||
| Working Capital | 1.13 B | ||||
| Current Asset | 9.64 B | ||||
| Current Liabilities | 2.95 B | ||||
About McDonalds Performance
To evaluate McDonalds Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when McDonalds generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare McDonalds Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand McDonalds market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents McDonalds's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected 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 15th of March 2024 McDonalds paid $ 1.67 per share dividend to its current shareholders | |
| Latest headline from express.co.uk: Fresh blow to UKs worst seaside town as tourists leave after just 20 minutes |
- 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.
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 main economic indicators. 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 Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
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 0.083 | Dividend Share 6.23 | Earnings Share 11.55 | Revenue Per Share 35.024 | Quarterly Revenue Growth 0.081 |
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.