Mcdonalds Stock Performance
| MCD Stock | USD 296.10 4.61 1.53% |
McDonalds has a performance score of 2 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 0.49, 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 presently secures a risk of 1.12%. Please verify McDonalds maximum drawdown, skewness, and the relationship between the total risk alpha and downside variance , to decide if McDonalds will be following its current price movements.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in McDonalds are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound fundamental indicators, McDonalds is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return (0.22) | Five Day Return 1.75 | Year To Date Return 1.24 | Ten Year Return 234.12 | All Time Return 111.5 K |
Forward Dividend Yield 0.0235 | Payout Ratio 0.5722 | Last Split Factor 2:1 | Forward Dividend Rate 7.08 | Dividend Date 2024-12-16 |
| McDonalds dividend paid on 17th of September 2024 | 09/17/2024 |
1 | Disposition of 1054 shares by Tiffanie Boyd of McDonalds subject to Rule 16b-3 | 11/11/2024 |
2 | Subway ends its 6.99 meal deal early but adds new promo | 11/27/2024 |
3 | McDonalds McRib is missing a key ingredient and fans feel burned | 12/05/2024 |
4 | How public health officials rapidly traced the source of the McDonalds E. coli outbreak | 12/06/2024 |
| Begin Period Cash Flow | 2.6 B |
McDonalds |
McDonalds Relative Risk vs. Return Landscape
If you would invest 29,060 in McDonalds on September 12, 2024 and sell it today you would earn a total of 549.00 from holding McDonalds or generate 1.89% return on investment over 90 days. McDonalds is generating 0.0355% of daily returns assuming volatility of 1.1178% 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 = 0.0317
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MCD |
Estimated Market Risk
| 1.12 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average McDonalds is performing at about 2% of its full potential. 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 it 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 | 0.32 % | ||||
| Operating Margin | 0.47 % | ||||
| Current Valuation | 268.16 B | ||||
| Shares Outstanding | 716.62 M | ||||
| Price To Earning | 39.39 X | ||||
| Price To Sales | 8.31 X | ||||
| Revenue | 25.49 B | ||||
| Gross Profit | 13.21 B | ||||
| EBITDA | 13.9 B | ||||
| Net Income | 8.47 B | ||||
| Cash And Equivalents | 2.58 B | ||||
| Cash Per Share | 3.86 X | ||||
| Total Debt | 53.09 B | ||||
| Debt To Equity | 4.35 % | ||||
| Current Ratio | 1.65 X | ||||
| Book Value Per Share | (7.22) X | ||||
| Cash Flow From Operations | 9.61 B | ||||
| Earnings Per Share | 11.39 X | ||||
| Market Capitalization | 215.49 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
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 Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 1.76 | 1.67 | |
| 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.| About 73.0% of the company shares are owned by institutional investors | |
| Latest headline from nypost.com: Disposition of 1054 shares by Tiffanie Boyd of McDonalds subject to Rule 16b-3 |
- 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.
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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