McDonalds Stock Analysis

MCD
 Stock
  

USD 275.00  1.73  0.63%   

The modest gains experienced by current holders of McDonalds Corp may encourage shareholders to take a closer look at the firm as it is trading at a share price of 275.00 on 1,596,600 in trading volume. The company executives have been quite successful in maneuvering the stock at opportune times to take advantage of all market conditions in October. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.3. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
Additionally, see Correlation Analysis.
  
The McDonalds Corp stock analysis report makes it easy to digest most publicly released information about McDonalds Corp and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. McDonalds Stock analysis module also helps to analyze the McDonalds Corp price relationship with some important fundamental indicators such as market cap and management efficiency.

McDonalds Stock Analysis Notes

About 70.0% of the company shares are owned by institutional investors. The company recorded earning per share (EPS) of 7.93. McDonalds Corp last dividend was issued on the 30th of November 2022. 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 Corp contact Stephen Easterbrook at 630 623-3000 or learn more at www.mcdonalds.com.

McDonalds Corp 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 Corp's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding McDonalds Corp or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.

McDonalds Corp Upcoming and Recent Events

Earnings reports are used by McDonalds Corp 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 Corp 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.
Upcoming Quarterly Report27th of January 2022
Next Financial Report5th of May 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End27th of January 2022
Last Quarter Report30th of September 2021
Last Financial Announcement31st of December 2020

McDonalds Largest EPS Surprises

Earnings surprises can significantly impact McDonalds Corp's 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
2020-06-300.750.66-0.0912 
2008-04-22
2008-03-310.70.810.1115 
2015-10-22
2015-09-301.271.40.1310 
View All Earnings Estimates

McDonalds Corp SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. McDonalds Corp prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that McDonalds Corp 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 Corp specific information freely available to individual and institutional investors to make a timely investment decision.
9th of September 2022
Financial Statements and Exhibits. Other Events
View
22nd of August 2022
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
29th of July 2022
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
26th of July 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
27th of June 2022
Financial Statements and Exhibits. Regulation FD Disclosure. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
2nd of June 2022
Submission of Matters to a Vote of Security Holders
View
16th of May 2022
Financial Statements and Exhibits. Other Events
View
28th of April 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View

McDonalds Corp Thematic Classifications

In addition to having McDonalds Corp 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.
Macroaxis Index
Macroaxis power theme of selected equities with solid fundamentals
Baby Boomer Prospects
Mega stocks, funds and ETFs that tend to appeal to people considering retirement from the work force
Giant Impact
Public companies with mega capitalization
Restaurants
Restaurants, Coffee Shops and other eateries

McDonalds Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as McDonalds Corp is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading McDonalds Corp backward and forwards among themselves. McDonalds Corp's institutional investor refers to the entity that pools money to purchase McDonalds Corp's 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.
Security TypeSharesValue
Zwj Investment Counsel IncCommon Shares4.8 K1.1 M
Zwj Investment Counsel IncCommon Shares4.9 K1.2 M
Zwj Investment Counsel IncCommon Shares4.8 K1.2 M
Zwj Investment Counsel IncCommon Shares5.8 K1.5 M
Zwj Investment Counsel IncCommon Shares4.8 K1.2 M
Zwj Investment Counsel IncCommon Shares6.1 K1.4 M
Zwj Investment Counsel IncCommon Shares5.5 K1.2 M
Note, although McDonalds Corp's 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 total capitalization of 201.24 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate McDonalds Corp's market, we take the total number of its shares issued and multiply it by McDonalds Corp'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 these looking for more risk prefer small-cap and mid-cap equities.

McDonalds Profitablity

McDonalds Corp's profitability indicators refer to fundamental financial ratios that showcase McDonalds Corp's ability to generate income relative to its revenue or operating costs. If, let's say, McDonalds Corp is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, McDonalds Corp's 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 Corp's profitability requires more research than a typical breakdown of McDonalds Corp's 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 25.42 %, which may imply that it executes well on its competitive polices and has reasonable control over its expenses and variable costs. This is very large. In the same way, it shows Net Operating Margin of 51.82 %, which entails that for every 100 dollars of revenue, it generated 0.52 of operating income.
Last ReportedProjected for 2022
Return on Investment 33.26  30.10 
Return on Average Assets 14.17  15.96 
Return on Average Equity 172.74  186.37 
Return on Invested Capital 0.11  0.13 
Return on Sales 0.44  0.44 

Management Efficiency

The entity has Return on Asset of 12.55 % which means that on every $100 spent on asset, it made $12.55 of profit. This is considered to be average in the sector. McDonalds Corp management efficiency ratios could be used to measure how well mcdonalds corp manages its routine affairs as well as how well it operates its assets and liabilities. McDonalds Corp Return on Average Equity is projected to increase significantly based on the last few years of reporting. The past year's Return on Average Equity was at 172.74. The current year Return on Invested Capital is expected to grow to 0.13, whereas Return on Investment is forecasted to decline to 30.10. McDonalds Corp Total Assets Per Share are projected to increase significantly based on the last few years of reporting. The past year's Total Assets Per Share were at 72.31. The current year Net Current Assets as percentage of Total Assets is expected to grow to 5.92, whereas Current Assets are forecasted to decline to about 6 B.
Last ReportedProjected for 2022
Book Value per Share(6.17) (6.33) 
Enterprise Value over EBIT 24.00  22.74 
Enterprise Value over EBITDA 20.10  19.11 
Price to Book Value(43.54) (44.68) 
Tangible Assets Book Value per Share 68.43  60.83 
Enterprise Value244.8 B215.5 B
Tangible Asset Value51.1 B47.9 B

Technical Drivers

As of the 27th of November, McDonalds Corp secures the risk adjusted performance of 0.1035, and Mean Deviation of 0.9724. Concerning fundamental indicators, the technical analysis model lets you check available technical drivers of McDonalds Corp, 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 nineteen technical drivers for McDonalds Corp, which can be compared to its peers in the industry. Please verify McDonalds Corp coefficient of variation, maximum drawdown, skewness, as well as the relationship between the information ratio and downside variance to decide if McDonalds Corp is priced favorably, providing market reflects its recent price of 275.0 per share. Given that McDonalds Corp has jensen alpha of 0.0482, we recommend you to check McDonalds Corp's last-minute market performance to make sure the company can sustain itself next year.

McDonalds Corp Price Movement Analysis

The output start index for this execution was thirty-two with a total number of output elements of twenty-nine. The MESA Adaptive Moving Average indicator adapts to McDonalds Corp price movement based on the rate change of phase as measured by the Hilbert Transform Discriminator.
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McDonalds Corp 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 Corp insiders, such as employees or executives, is commonly permitted as long as it does not rely on McDonalds Corp's 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 Corp 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.
Lloyd Dean over a month ago via Macroaxis 
Acquisition by Lloyd Dean of 124 shares of McDonalds Corp subject to Rule 16b-3
Sheila Penrose over a month ago via Macroaxis 
Acquisition by Sheila Penrose of 151 shares of McDonalds Corp subject to Rule 16b-3
Sempels Jo over two months ago via Macroaxis 
McDonalds Corp exotic insider transaction detected
Rice Brian S over two months ago via Macroaxis 
Acquisition by Rice Brian S of 7928 shares of McDonalds Corp subject to Rule 16b-3
Catherine Hoovel over three months ago via Macroaxis 
Exercise or conversion by Catherine Hoovel of 2371 shares of McDonalds Corp subject to Rule 16b-3
Heidi Capozzi over three months ago via Macroaxis 
Exercise of in-the-money or at-the-money derivative position by Heidi Capozzi of 311 shares of McDonalds Corp
Desiree RallsMorrison over six months ago via Macroaxis 
McDonalds Corp exotic insider transaction detected
Joseph Erlinger over six months ago via Macroaxis 
Exercise or conversion by Joseph Erlinger of 4000 shares of McDonalds Corp subject to Rule 16b-3
Lloyd Dean over six months ago via Macroaxis 
Acquisition by Lloyd Dean of 116 shares of McDonalds Corp subject to Rule 16b-3
Catherine Hoovel over six months ago via Macroaxis 
Exercise or conversion by Catherine Hoovel of 410 shares of McDonalds Corp subject to Rule 16b-3
Catherine Engelbert over six months ago via Macroaxis 
McDonalds Corp exotic insider transaction detected
Catherine Engelbert over six months ago via Macroaxis 
Acquisition by Catherine Engelbert of 690 shares of McDonalds Corp subject to Rule 16b-3

McDonalds Corp Outstanding Bonds

McDonalds Corp 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 Corp 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 Corp 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 Corp Predictive Daily Indicators

McDonalds Corp 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 Corp 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.

McDonalds Corp Forecast Models

McDonalds Corp time-series forecasting models is one of many McDonalds Corp's stock analysis techniquest aimed to predict 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 Corp's 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 Corp 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 Corp. 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 2022
Operating Margin 43.42  37.23 
EBITDA Margin 50.24  43.54 
Gross Margin 64.23  55.65 
Profit Margin 32.49  26.63 

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
275.29Buy24Odds
McDonalds Corp 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 Corp, talking to its executives and customers, or listening to McDonalds conference calls.
McDonalds Analyst Advice Details

McDonalds Stock Analysis Indicators

McDonalds Corp stock analysis indicators help investors evaluate how McDonalds Corp 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 Corp shares will generate the highest return on investment. By understating and applying McDonalds Corp stock analysis, traders can identify McDonalds Corp position entry and exit signals to maximize returns.
Quick Ratio1.35
Trailing Annual Dividend Rate5.52
Fifty Two Week Low217.68
Revenue Growth-5.30%
Payout Ratio69.61%
Average Daily Volume Last 10 Day3.56M
Shares Short Prior Month6.75M
Average Daily Volume In Three Month3.04M
Earnings Growth-6.30%
Shares Percent Shares Out0.83%
Earnings Quarterly Growth-7.80%
Forward Price Earnings26.24
Short Percent Of Float0.83%
Float Shares731.39M
Fifty Two Week High281.67
Fifty Day Average255.47
Enterprise Value To Ebitda20.30
Two Hundred Day Average250.80
Enterprise Value To Revenue10.52
Trailing Annual Dividend Yield2.01%
Additionally, see Correlation Analysis. Note that the McDonalds Corp information on this page should be used as a complementary analysis to other McDonalds Corp's 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 Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

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When running McDonalds Corp price analysis, check to measure McDonalds Corp's 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 Corp is operating at the current time. Most of McDonalds Corp's value examination focuses on studying past and present price action to predict the probability of McDonalds Corp's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move McDonalds Corp's price. Additionally, you may evaluate how the addition of McDonalds Corp to your portfolios can decrease your overall portfolio volatility.
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Is McDonalds Corp's 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 Corp. 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 Corp 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 YOY
(0.06) 
Market Capitalization
201.4 B
Quarterly Revenue Growth YOY
(0.05) 
Return On Assets
0.13
Return On Equity
-100 K
The market value of McDonalds Corp 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 Corp's value that differs from its market value or its book value, called intrinsic value, which is McDonalds Corp's 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 Corp's market value can be influenced by many factors that don't directly affect McDonalds Corp's 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 Corp's value and its price as these two are different measures arrived at by different means. Investors typically determine McDonalds Corp value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, McDonalds Corp's 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.