McDonald's (MCD) Aperçu de l'action
McDonald's Corporation possède, exploite et franchise des restaurants sous l'enseigne McDonald's aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 2/6 |
| Performances passées | 2/6 |
| Santé financière | 2/6 |
| Dividendes | 5/6 |
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MCD Community Fair Values
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McDonald's
6.1% surévalué décote intrinsèque
McDonald's - A Fundamental Valuation
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Updated 22 Aug
McDonald's Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$247.88 |
| Plus haut sur 52 semaines | US$341.75 |
| Plus bas sur 52 semaines | US$247.65 |
| Bêta | 0.41 |
| Variation sur 1 mois | -8.51% |
| Variation sur 3 mois | -8.75% |
| Variation sur 1 an | -18.19% |
| Variation sur 3 ans | -8.12% |
| Variation sur 5 ans | -0.093% |
| Évolution depuis l'introduction en bourse | 141,629.13% |
Nouvelles et mises à jour récentes
Seeking Alpha • Sep 19
McDonald's: The Crowd Sold The King, I'm Underwriting The Throne
Summary McDonald's has achieved Dividend King status with its 50th consecutive annual dividend increase, now offering a 3% yield at a six-year high. MCD trades at its lowest forward multiple in over a decade after a sharp selloff, despite robust margins and growing loyalty-driven sales. Technical and seasonal backtests indicate a strong probability of a 7% gap-fill ROI and historically positive returns in midterm election years. I recommend selling Nov. 20 at-the-money puts, targeting a 12% annualized return, while monitoring risks from US traffic declines and capex trends. Read the full article on Seeking Alpha
Mise à jour du récit • Aug 22
Q2 - Update
Updated with the most recent Q2 quarterly report.
Mise à jour du récit • Aug 10
MCD: NEXT Automation And AI Will Drive Long Term Cash Compounding
Analysts have trimmed their blended price target for McDonald's to about $316 from roughly $324, reflecting slightly lower revenue growth assumptions and a modestly higher discount rate, partly offset by a small uplift in expected profit margin and a lower future P/E multiple. Analyst Commentary Recent research on McDonald's points to a split view.Recent updates
Seeking Alpha • Sep 19
McDonald's: The Crowd Sold The King, I'm Underwriting The Throne
Summary McDonald's has achieved Dividend King status with its 50th consecutive annual dividend increase, now offering a 3% yield at a six-year high. MCD trades at its lowest forward multiple in over a decade after a sharp selloff, despite robust margins and growing loyalty-driven sales. Technical and seasonal backtests indicate a strong probability of a 7% gap-fill ROI and historically positive returns in midterm election years. I recommend selling Nov. 20 at-the-money puts, targeting a 12% annualized return, while monitoring risks from US traffic declines and capex trends. Read the full article on Seeking AlphaMise à jour du récit • Aug 22
Q2 - Update
Updated with the most recent Q2 quarterly report.Mise à jour du récit • Aug 10
MCD: NEXT Automation And AI Will Drive Long Term Cash Compounding
Analysts have trimmed their blended price target for McDonald's to about $316 from roughly $324, reflecting slightly lower revenue growth assumptions and a modestly higher discount rate, partly offset by a small uplift in expected profit margin and a lower future P/E multiple. Analyst Commentary Recent research on McDonald's points to a split view.Mise à jour du récit • Jul 27
MCD: NEXT Automation And AI Will Support Long Term Cash Compounding
McDonald's price target narrative is being revised slightly lower to about $323.90 from roughly $331.29, as analysts factor in softer near term sales trends and a mixed restaurant backdrop while still expecting brand strength and market share gains over time. Analyst Commentary Recent Street research on McDonald's reflects a split view, with most analysts trimming price targets while still highlighting the company's brand strength and long term positioning.Mise à jour du récit • Jun 18
MCD: Next Era Restaurant Upgrades And AI Will Support Franchise Cash Returns
Analysts have trimmed their average McDonald's price target by roughly $20, reflecting slightly higher discount rate assumptions and modest tweaks to long term revenue growth, profit margin and future P/E expectations, even though the stock has been added to some high conviction lists. Analyst Commentary Recent Street research around McDonald's highlights a mixed setup, with several banks trimming price targets while the stock is still being added to high conviction lists.Mise à jour du récit • Jun 04
MCD: Value Menu And Dividend Strength Will Support Franchise Cash Returns
Analysts now set McDonald's fair value at about $331.29, a modest adjustment from $330. This reflects a blend of recent target cuts from several firms and inclusion on Jefferies' Franchise Picks list, with updated assumptions for slightly higher revenue growth, a similar profit margin profile, and a future P/E of about 28.47x.Mise à jour du récit • May 20
MCD: Value Menu Reset Will Support High Conviction Franchise Cash Generation
Analysts have trimmed the McDonald's fair value estimate from $345.00 to $330.00, reflecting slightly lower assumptions for revenue growth, profit margins, and future P/E multiples, even as broader research remains generally constructive on the stock. Analyst Commentary Recent Street research on McDonald's reflects a mix of optimism and caution, with several firms adjusting price targets and ratings while reassessing growth, margins, and valuation multiples.Mise à jour du récit • Apr 27
MCD: Value Menu Reset Will Support Digital And Franchise Model Upside
McDonald's updated analyst price target edges up by about $0.15 to $345.00 as analysts factor in slightly higher profit margin expectations and a modestly adjusted discount rate, following a wave of recent upgrades and target revisions across the Street. Analyst Commentary Street research on McDonald's has been active, with a cluster of target changes and rating moves pointing to a mixed but generally constructive debate around valuation, earnings quality, and the pace of future growth.Mise à jour du récit • Apr 11
MCD: Value Menu Repositioning Will Support Digital And Franchise Model Breakout
McDonald's updated analyst price target edges slightly lower to about $344.85 from $345.21. Analysts point to a modestly higher discount rate and slightly softer profit margin assumptions, while continuing to highlight the brand's global reach, digital investments, and franchise model in recent research.Mise à jour du récit • Mar 27
MCD: Value Menu Repositioning And Digital Efficiencies Are Expected To Support Breakout
McDonald's Analyst Price Target has been nudged higher to $345.21 from $344.09 as analysts point to the company's powerful global brand, rapid unit expansion, digital and AI-driven efficiencies, and an asset light franchise model as key supports for its updated valuation. Analyst Commentary Recent research on McDonald's has been skewed toward higher price targets and rating upgrades, with several banks citing brand strength, digital investments, and the franchise model as key supports for the current valuation reset.Mise à jour du récit • Mar 13
MCD: Value Repositioning And Digital Efficiencies Are Expected To Support Breakout Potential
Analysts have nudged our McDonald's fair value estimate higher from $341.28 to $344.09. This reflects their higher Street price targets that point to the brand's global reach, franchise model, operational efficiencies, and steady U.S. business momentum.Mise à jour du récit • Feb 27
MCD: Value And Digital Execution Are Expected To Support Breakout Setup
Narrative Update McDonald's fair value estimate edges up by about $2 to $341.28 as analysts lift price targets across the stock. They cite what they see as higher quality growth, strong profitability and benefits from digital investments, marketing and value initiatives into 2026.Mise à jour du récit • Feb 13
MCD: Value Positioning And Brand Repositioning Are Expected To Support Breakout Potential
Analysts have nudged their McDonald's price target higher to about $339 from $331, citing modestly stronger revenue growth assumptions, a slightly lower discount rate, and only small tweaks to long term profit margin and future P/E expectations. Analyst Commentary Recent research on McDonald's has been active, with several price target revisions and rating changes clustered around a similar thesis.Mise à jour du récit • Dec 20
MCD: Value Strategy And Cost Tailwinds Will Balance Consumer Traffic Risks
Analysts have nudged their price target on McDonald's slightly higher to $331.20. This reflects modest improvements in projected revenue growth and profit margins, even as they remain cautious about the company's value focus amid ongoing pressure on lower income consumers.Mise à jour du récit • Dec 06
MCD: Value Promotions And Remodels Will Balance Consumer And Margin Pressures
Analysts have trimmed their McDonald's fair value estimate slightly, lowering the target by about $0.30 to roughly $331. This reflects modestly softer long term revenue growth assumptions and a higher discount rate, which offset a small improvement in projected profit margins and still robust expectations for value driven traffic and potential multiple expansion.Mise à jour du récit • Nov 22
MCD: Value Initiatives And Consumer Headwinds Will Shape Market Share Performance
McDonald's analyst fair value estimate was nudged higher to $331.53 from $330.87, as analysts point to ongoing value initiatives and expectations for store growth and market share gains, which support the updated outlook. Analyst Commentary Recent analyst notes on McDonald's highlight a mix of optimism about the company’s value initiatives and store growth, while also flagging continued caution regarding consumer trends and traffic drivers.Mise à jour du récit • Nov 08
MCD: Value Focus And Consumer Trends Will Shape Performance Amid Mixed Signals
McDonald's analyst price target edged slightly lower to $330.87 from $331.14, a modest adjustment reflecting analysts' cautious outlook over mixed consumer traffic trends and evolving value strategies, while balancing these factors against resilient revenue growth forecasts. Analyst Commentary Recent Street research on McDonald's reflects a broad mix of optimism and caution, with price targets being adjusted in response to changing consumer dynamics and evolving company strategies.Mise à jour du récit • Oct 25
Future Performance Will Rely On Value Positioning And Digital Expansion
Analysts have slightly lowered their fair value price target for McDonald's to $331.14 from $331.52. They cite continued caution around consumer spending and uncertainty over the impact of value-focused initiatives on traffic and margins.Mise à jour du récit • Oct 10
International Expansion And Digital Commerce Will Shape Future Success
Analysts have modestly reduced their fair value estimate for McDonald's to $331.52, a decrease of about $4. This adjustment reflects cautious outlooks on the company's value-driven strategy and continued pressure on lower-income consumer spending.Mise à jour du récit • Sep 04
International Expansion And Digital Commerce Will Shape Future Success
Analysts remain divided on the benefits and risks of McDonald's value initiatives amid a challenging competitive landscape and cautious U.S. consumer outlook, with the consensus price target unchanged at $334.85. Analyst Commentary Bullish analysts highlight McDonald's scale, marketing power, and digital leadership as key advantages in navigating consumer uncertainty and driving share gains, especially through new products and targeted promotions.Seeking Alpha • Apr 28
McDonald's: Steady Fundamentals, Cloudy Future Of Tariffs
Summary McDonald's remains a solid company with stable fundamentals, but its current price suggests modest long-term returns. Despite historical revenue slumps, McDonald's has grown free cash flow by controlling gross margins, crucial amid concerns about Trump's tariffs and rising costs. The company's strong balance sheet, supported by valuable real estate assets, ensures it can manage debt and weather economic headwinds effectively. With Q1 2025 earnings approaching, management's insights on tariffs and consumer impact will be pivotal; current valuation suggests fair value, lacking major growth catalysts. Read the full article on Seeking AlphaSeeking Alpha • Apr 18
McDonald's Golden Arches In Danger -- Numerous Headwinds Ahead
Summary MCD's bullish uptrend support remains robust, thanks to its excellent branding power as the largest food-chain in the world, with $221.9B in brand valuation in 2024. Even so, it is undeniable that MCD has delivered underwhelming comparable sales growth and profit margins in 2024, worsened by the impacted balance sheet health. If anything, readers must note that its FY2025 guidance has yet to "include any impact from potential new tariffs," worsened by the deteriorating macroeconomic and consumer environment. The growing anti-US sentiments may also derail MCD's ambitious international growth plans, particularly in China, pending further policy clarity. Combined with the higher short interest volumes, heightened risks of stagflation, and pulled forward upside potential, MCD's golden arch investment thesis appears mixed indeed. Read the full article on Seeking AlphaSeeking Alpha • Mar 18
McDonald's: Value Menu, Digital Focus To Sustain Competitive Advantage, Upgrade To Buy
Summary I think McDonald’s stock will be a safe heaven in 2025 considering the uncertainty surrounding tariff and inflation. The company’s value menu and digital focus would sustain their competitive advantage despite a weak consumer spending environment. The company handled the food safety crisis well, and I think McDonald's steady growth will be favored amid the uncertain macro environment. I am upgrading MCD stock with a ‘Buy’ rating and a fair value of $320. Read the full article on Seeking AlphaSeeking Alpha • Feb 26
Wall Street Lunch: McDonald's Will Digest High Egg Prices
Summary McDonald's is absorbing higher egg costs due to bird flu, unlike competitors adding surcharges, and is promoting a $1 McMuffin to attract budget-conscious consumers. Chip stocks are rallying ahead of Nvidia's earnings report, with significant open interest in SMCI options indicating potential volatility. New home sales fell in January, but median prices rose, with economists predicting slight declines in prices over the next few quarters. Amazon unveiled Alexa+, an AI-powered assistant with enhanced capabilities, while Wells Fargo sees an opportunity in Communications Services stocks due to recent non-fundamental sell-offs. Read the full article on Seeking AlphaSeeking Alpha • Feb 12
McDonald's: Not Finding Compelling McValue Here
Summary McDonald's delivered poor Q4 results, with flat revenue, missing Street expectations despite stronger performance in overseas markets. Same-store sales growth in the U.S. declined due to an E. coli outbreak, offsetting the benefits of the company's $5 Meal Deal extension. The company announced a new McValue offering in the U.S. in January, officially extending the Meal Deal through summer, but in my view, this will do little to help trends. I'm reiterating my sell rating on McDonald's stock, especially as the stock trades at a ~25x forward P/E for nearly nonexistent earnings growth. Read the full article on Seeking AlphaRendement pour les actionnaires
| MCD | US Hospitality | US Marché | |
|---|---|---|---|
| 7D | -3.7% | -4.1% | 1.8% |
| 1Y | -18.2% | -12.6% | 13.3% |
Rendement vs Industrie: MCD a sous-performé le secteur US Hospitality qui a rapporté -12.6 % au cours de l'année écoulée.
Rendement vs marché: MCD a sous-performé le marché US qui a rapporté 13.3 % au cours de l'année écoulée.
Volatilité des prix
| MCD volatility | |
|---|---|
| MCD Average Weekly Movement | 3.2% |
| Hospitality Industry Average Movement | 6.6% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.8% |
Cours de l'action stable: MCD n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de MCD ( 3% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1940 | 150,000 | Chris Kempczinski | www.mcdonalds.com |
McDonald's Corporation possède, exploite et franchise des restaurants sous la marque McDonald's aux États-Unis et dans le monde entier. Elle propose des aliments et des boissons, notamment des hamburgers et des cheeseburgers, divers sandwichs au poulet, des frites, des milk-shakes, des desserts glacés, des sundaes, des cornets, des biscuits, des tartes, des boissons non alcoolisées, du café et d'autres boissons, ainsi que des petits-déjeuners complets ou limités, et vend divers autres produits dans le cadre de promotions à durée limitée. La société possède et exploite des restaurants franchisés sous diverses structures, notamment la franchise conventionnelle, la licence de développement ou l'affiliation.
McDonald's Corporation Résumé des fondamentaux
| MCD statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$175.66b |
| Bénéfices(TTM) | US$8.79b |
| Recettes(TTM) | US$27.70b |
20.0x
Ratio P/E6.3x
Ratio P/SLe site MCD est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| MCD compte de résultat (TTM) | |
|---|---|
| Recettes | US$27.70b |
| Coût des recettes | US$11.81b |
| Marge brute | US$15.90b |
| Autres dépenses | US$7.11b |
| Les revenus | US$8.79b |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 12.42 |
| Marge brute | 57.38% |
| Marge bénéficiaire nette | 31.72% |
| Ratio dettes/capitaux propres | -3,897.8% |
Quelles ont été les performances à long terme de MCD?
Voir les performances historiques et les comparaisonsDividendes
3.0%
Rendement actuel des dividendes59%
Ratio de distributionLe site MCD verse-t-il des dividendes fiables ?
Voir MCD l'historique des dividendes et les indices de référence| McDonald's dates des dividendes | |
|---|---|
| Date ex-dividende | Dec 01 2026 |
| Date de paiement du dividende | Dec 15 2026 |
| Jours jusqu'au dividende Ex | 70 days |
| Jours jusqu'à la date de paiement du dividende | 84 days |
Le site MCD verse-t-il des dividendes fiables ?
Voir MCD l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/21 22:00 |
| Cours de l'action en fin de journée | 2026/09/21 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
McDonald's Corporation est couverte par 61 analystes. 33 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jim Marrone | Accountability Research Corporation |
| John Staszak | Argus Research Company |
| David Tarantino | Baird |