Mcdonalds Stock Analysis
MCD Stock | USD 301.37 2.39 0.80% |
McDonalds is fairly valued with Real Value of 300.17 and Target Price of 300.26. 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.
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. 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.
McDonalds |
McDonalds Stock Analysis Notes
About 73.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 2.7. McDonalds recorded earning per share (EPS) of 11.39. The entity last dividend was issued on the 2nd of December 2024. The firm 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 the company at 630 623 3000 or learn more at https://www.mcdonalds.com.McDonalds Quarterly Total Revenue |
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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.
About 73.0% of the company shares are owned by institutional investors | |
Latest headline from washingtonexaminer.com: Disposition of 1054 shares by Tiffanie Boyd of McDonalds subject to Rule 16b-3 |
McDonalds Upcoming and Recent Events
23rd of April 2024 Upcoming Quarterly Report | View | |
25th of July 2024 Next Financial Report | View | |
31st of March 2024 Next Fiscal Quarter End | View | |
3rd of February 2025 Next Fiscal Year End | View | |
31st of December 2023 Last Quarter Report | View | |
31st of December 2023 Last Financial Announcement | View |
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.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
2020-07-28 | 2020-06-30 | 0.74 | 0.66 | -0.08 | 10 | ||
2008-04-22 | 2008-03-31 | 0.7 | 0.81 | 0.11 | 15 | ||
2015-10-22 | 2015-09-30 | 1.27 | 1.4 | 0.13 | 10 |
McDonalds Environmental, Social, and Governance (ESG) Scores
McDonalds' ESG score is a quantitative measure that evaluates McDonalds' performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of McDonalds' operations that may have significant financial implications and affect McDonalds' stock price as well as guide investors towards more socially responsible investments.
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.
Dividend BeastSolid, dividend-paying stocks and ETFs | ||
Restaraunts Hotels MotelsUSA Equities from Restaraunts Hotels Motels industry as classified by Fama & French | ||
Macroaxis IndexMacroaxis power theme of selected equities with solid fundamentals | ||
Giant ImpactPublic companies with mega capitalization | ||
Baby Boomer ProspectsMega stocks, funds and ETFs that tend to appeal to people considering retirement from the work force |
McDonalds Stock Institutional Investors
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.
Shares | T. Rowe Price Associates, Inc. | 2024-09-30 | 8.1 M | Northern Trust Corp | 2024-09-30 | 8 M | Royal Bank Of Canada | 2024-09-30 | 7.2 M | Legal & General Group Plc | 2024-09-30 | 5.9 M | Bank Of New York Mellon Corp | 2024-09-30 | 5.8 M | Ubs Group Ag | 2024-09-30 | 5.7 M | Charles Schwab Investment Management Inc | 2024-09-30 | 5.6 M | Capital World Investors | 2024-09-30 | 4.7 M | Ubs Asset Mgmt Americas Inc | 2024-09-30 | 4.5 M | Vanguard Group Inc | 2024-09-30 | 69.6 M | Blackrock Inc | 2024-06-30 | 50.2 M |
McDonalds Market Capitalization
The company currently falls under 'Mega-Cap' category with a total capitalization of 214.26 B.McDonalds Profitablity
The company has Net Profit Margin of 0.32 %, 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 0.47 %, which entails that for every 100 dollars of revenue, it generated $0.47 of operating income.Last Reported | Projected for Next Year | ||
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) |
Management Efficiency
McDonalds has Return on Asset of 0.1363 % which means that on every $100 spent on assets, it made $0.1363 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. As of December 9, 2024, Return On Tangible Assets is expected to decline to 0.09. In addition to that, Return On Capital Employed is expected to decline to 0.15. At present, McDonalds' Total Current Assets are projected to increase significantly based on the last few years of reporting. The current year's Other Assets is expected to grow to about 10.5 B, whereas Non Current Assets Total are forecasted to decline to about 25.5 B.Last Reported | Projected for Next Year | ||
Book Value Per Share | (6.47) | (6.14) | |
Tangible Book Value Per Share | (10.64) | (10.11) | |
Enterprise Value Over EBITDA | 19.01 | 9.77 | |
Price Book Value Ratio | (45.86) | (43.56) | |
Enterprise Value Multiple | 19.01 | 9.77 | |
Price Fair Value | (45.86) | (43.56) | |
Enterprise Value | 216.2 B | 227 B |
McDonalds showcases strong leadership that adapts to market changes and drives innovation. Our analysis explores how this adaptability affects the stock's investment appeal.
Dividend Yield 0.0237 | Operating Margin 0.4697 | Profit Margin 0.3179 | Forward Dividend Yield 0.0237 | Beta 0.735 |
Technical Drivers
As of the 9th of December, McDonalds secures the risk adjusted performance of 0.0522, and Mean Deviation of 0.7295. Concerning fundamental indicators, the technical analysis model lets you check available technical drivers of McDonalds, as well as the relationship between them. Please verify McDonalds coefficient of variation, maximum drawdown, skewness, as well as the relationship between the information ratio and downside variance to decide if McDonalds is priced favorably, providing market reflects its recent price of 301.37 per share. Given that McDonalds has jensen alpha of (0.0004), 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 nine with a total number of output elements of fifty-two. 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.
Tiffanie Boyd over two weeks ago Disposition of 1054 shares by Tiffanie Boyd of McDonalds subject to Rule 16b-3 | ||
Thompson Donald over a year ago Exercise or conversion by Thompson Donald of 41800 shares of McDonalds subject to Rule 16b-3 |
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.
Volcan Compania Minera Corp BondUSP98047AC08 | View | |
MCDONALDS P 6375 Corp BondUS580135BY65 | View | |
MCDONALDS P MEDIUM Corp BondUS58013MEC47 | View | |
MCDONALDS P MEDIUM Corp BondUS58013MEH34 | View | |
MCDONALDS P MEDIUM Corp BondUS58013MEF77 | View | |
MCDONALDS PORATION MTN Corp BondUS58013MFN92 | View | |
US58013MFL37 Corp BondUS58013MFL37 | View | |
MCDONALDS PORATION MTN Corp BondUS58013MFM10 | View |
McDonalds Predictive Daily Indicators
McDonalds intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of McDonalds stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Accumulation Distribution | 43703.76 | |||
Daily Balance Of Power | 0.4322 | |||
Rate Of Daily Change | 1.01 | |||
Day Median Price | 299.86 | |||
Day Typical Price | 300.36 | |||
Price Action Indicator | 2.71 | |||
Period Momentum Indicator | 2.39 | |||
Relative Strength Index | 37.34 |
McDonalds Corporate Filings
F4 | 26th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 7th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
F4 | 5th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 29th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 25th of October 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 15th of October 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 1st of October 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 27th of September 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
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 Reported | Projected for Next Year | ||
Pretax Profit Margin | 0.41 | 0.43 | |
Operating Profit Margin | 0.46 | 0.48 | |
Net Profit Margin | 0.33 | 0.35 | |
Gross Profit Margin | 0.57 | 0.56 |
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 Price | Advice | # of Analysts | |
300.26 | Buy | 35 | Odds |
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 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 Flow | 2.6 B | |
Long Term Debt | 37.2 B | |
Common Stock Shares Outstanding | 732.3 M | |
Total Stockholder Equity | -4.7 B | |
Tax Provision | 2 B | |
Quarterly Earnings Growth Y O Y | -0.013 | |
Property Plant And Equipment Net | 38.4 B | |
Cash And Short Term Investments | 4.6 B | |
Cash | 4.6 B | |
Accounts Payable | 1.1 B | |
Net Debt | 48.5 B | |
50 Day M A | 299.6048 | |
Total Current Liabilities | 6.9 B | |
Other Operating Expenses | 13.8 B | |
Non Current Assets Total | 48.2 B | |
Forward Price Earnings | 23.6407 | |
Non Currrent Assets Other | 3.9 B | |
Stock Based Compensation | 175.2 M |
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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