McDonald's（1MCD）株式概要マクドナルド・コーポレーションは、米国内外でマクドナルド・ブランドのレストランを所有、運営、フランチャイズしている。 詳細1MCD ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績2/6財務の健全性2/6配当金5/6報酬収益は年間6.67%増加すると予測されています 過去5年間の収益は年間7%増加しました。 2.61%の安定した配当金を支払う リスク分析過去3か月間に大規模なインサイダー売却が発生 多額の負債を抱えている すべてのリスクチェックを見る1MCD Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€245.4015.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture035b2016201920222025202620282031Revenue US$35.0bEarnings US$11.1bAdvancedSet Fair ValueView all narrativesMcDonald's Corporation 競合他社StarbucksSymbol: NasdaqGS:SBUXMarket cap: US$112.6bLottomatica GroupSymbol: BIT:LTMCMarket cap: €6.3bCompass GroupSymbol: LSE:CPGMarket cap: US$55.7bDoorDashSymbol: NasdaqGS:DASHMarket cap: US$65.8b価格と性能株価の高値、安値、推移の概要McDonald's過去の株価現在の株価US$245.4052週高値US$315.9052週安値US$229.30ベータ0.411ヶ月の変化3.68%3ヶ月変化-13.67%1年変化-5.90%3年間の変化-8.02%5年間の変化24.66%IPOからの変化39.70%最新ニュースNew Risk • Jun 02New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.1m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Negative equity (-US$1.3b). Significant insider selling over the past 3 months (€1.1m sold).Upcoming Dividend • May 25Upcoming dividend of US$1.86 per shareEligible shareholders must have bought the stock before 01 June 2026. Payment date: 16 June 2026. Payout ratio is a comfortable 60% and the cash payout ratio is 75%. Trailing yield: 2.6%. Lower than top quartile of Italian dividend payers (4.5%). Lower than average of industry peers (3.0%).お知らせ • May 22Mcdonald's Announces Quarterly Cash Dividend, Payable on June 16, 2026McDonald's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on June 16, 2026 to shareholders of record at the close of business on June 2, 2026.Buy Or Sell Opportunity • Apr 09Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at €263. The fair value is estimated to be €219, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 7.1%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 7.0% per annum over the same time period.お知らせ • Apr 08McDonald's Corporation, Annual General Meeting, May 20, 2026McDonald's Corporation, Annual General Meeting, May 20, 2026.Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$11.95 (vs US$11.45 in FY 2024)Full year 2025 results: EPS: US$11.95 (up from US$11.45 in FY 2024). Revenue: US$26.9b (up 3.7% from FY 2024). Net income: US$8.56b (up 4.1% from FY 2024). Profit margin: 32% (in line with FY 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Italy. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.最新情報をもっと見るRecent updatesNew Risk • Jun 02New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.1m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Negative equity (-US$1.3b). Significant insider selling over the past 3 months (€1.1m sold).Upcoming Dividend • May 25Upcoming dividend of US$1.86 per shareEligible shareholders must have bought the stock before 01 June 2026. Payment date: 16 June 2026. Payout ratio is a comfortable 60% and the cash payout ratio is 75%. Trailing yield: 2.6%. Lower than top quartile of Italian dividend payers (4.5%). Lower than average of industry peers (3.0%).お知らせ • May 22Mcdonald's Announces Quarterly Cash Dividend, Payable on June 16, 2026McDonald's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on June 16, 2026 to shareholders of record at the close of business on June 2, 2026.Buy Or Sell Opportunity • Apr 09Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at €263. The fair value is estimated to be €219, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 7.1%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 7.0% per annum over the same time period.お知らせ • Apr 08McDonald's Corporation, Annual General Meeting, May 20, 2026McDonald's Corporation, Annual General Meeting, May 20, 2026.Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$11.95 (vs US$11.45 in FY 2024)Full year 2025 results: EPS: US$11.95 (up from US$11.45 in FY 2024). Revenue: US$26.9b (up 3.7% from FY 2024). Net income: US$8.56b (up 4.1% from FY 2024). Profit margin: 32% (in line with FY 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Italy. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.お知らせ • Feb 10McDonald's Corporation Announces the Election of James D. Farley, Jr., to Its Board of Directors, Effective February 4, 2026McDonald's Corporation announced the election of James D. Farley, Jr., to its Board of Directors, effective February 4, 2026. Mr. Farley currently serves as President and CEO of Ford Motor Company and sits on Ford's Board of Directors, where he is guiding the company's Ford+ transformation, a strategy centered on digital innovation, customer-centric design, and operational modernization. He brings more than 30 years of experience leading complex global organizations and transforming iconic consumer brands. He previously served as chief operating officer and president of new businesses, technology and strategy teams. Earlier in his career at Ford, Farley held leadership roles overseeing Ford Europe, Middle East, and Africa; Global Marketing, Sales & Service; the ongoing reinvention of the Lincoln brand; and Ford's operations in Canada, Mexico, and South America. Prior to Ford, he spent nearly two decades at Toyota and Lexus in brand marketing and product leadership. His election brings the Board to a total of 12 members, each contributing diverse experience and expertise that strengthen McDonald’s long-term strategic direction.お知らせ • Feb 05McDonald's Declares Quarterly Cash Dividend, Payable on March 17, 2026McDonald's Corporation's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on March 17, 2026 to shareholders of record at the close of business on March 3, 2026.Buy Or Sell Opportunity • Dec 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 4.7% to €269. The fair value is estimated to be €222, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.Upcoming Dividend • Nov 21Upcoming dividend of US$1.86 per shareEligible shareholders must have bought the stock before 28 November 2025. Payment date: 15 December 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Italian dividend payers (4.9%). Lower than average of industry peers (3.2%).New Risk • Nov 06New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$3.18 (vs US$3.15 in 3Q 2024)Third quarter 2025 results: EPS: US$3.18 (up from US$3.15 in 3Q 2024). Revenue: US$7.08b (up 3.0% from 3Q 2024). Net income: US$2.28b (up 1.0% from 3Q 2024). Profit margin: 32% (in line with 3Q 2024). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Board Change • Oct 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 3 highly experienced directors. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 23Mcdonald's Corporation Raises Quarterly Cash Dividend, Payable on December 15, 2025McDonald's Corporation Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on December 15, 2025 to shareholders of record at the close of business on December 1, 2025. The 5% increase over the Company's previous quarterly dividend reflects continued confidence in the Accelerating the Arches growth strategy and ability to drive long-term profitable growth for all stakeholders.お知らせ • Aug 26McDonald’s Corporation Appoints Saumya Mittal as Chief People Officer for AsiaMcDonald’s Corporation has announced the appointment of Saumya Mittal as its new Chief People Officer for Asia. Taking charge from Singapore, she will oversee the company’s people and culture agenda across diverse Asian markets, a region marked by rapid growth and shifting workforce dynamics. Mittal, who has built an 18-year career in human resources, previously held leadership positions at PepsiCo, focusing on talent, culture, and organisational transformation, and later at Google as APAC Commercial HR Lead. Her cross-industry experience is expected to bolster McDonald’s employee engagement and leadership pipeline in the region.お知らせ • Aug 12McDonald's Introduces McDonaldland VRMcDonald's is bringing its most iconic characters and worlds to life in an all-new way. Introducing McDonaldland VR -- an interactive digital universe launching alongside the new McDonaldland Meal. Starting August 12, fans can transport themselves into McDonaldland like never before. Whether through Meta Horizon Worlds on Meta Quest or a seamless Web VR experience, visitors can explore vibrant zones, meet classic characters, play games, and unlock surprises -- all from the comfort of home. Inside McDonaldland VR, fans can: Meet Classic characters: Interact with Grimace, Hamburglar, Birdie, and others -- all fully animated and part of your journey. Play Interactive Mini-Games: Mt. McDonaldland Shake Challenge: Hop aboard The Captain's ship to collect shake ingredients from an uping volcano. Golden Arches Obstacle Course: Navigate condiment geysers, rapids, and oversized landmarks in a fast-paced, multi-zone adventure. Explore Themed Worlds: Roam through the Apple Pie Tree Forest, Hamburger Patch, and Filet-O-Fish Lake, each packed with interactive surprises and moments of delight. Find Hidden Collectibles: Hunt for Mt. McDonaldland Shake icons and unlock Easter eggs throughout the world. Earn Exclusive In-Game Wearables: Complete quests to unlock items like the Mayor McCheese Hat, Burger Buddy Backpack, and Ronald McDonald's Guitar.お知らせ • Jul 23McDonald's Declares Quarterly Cash Dividend, Payable on September 16, 2025McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on September 16, 2025 to shareholders of record at the close of business on September 2, 2025.お知らせ • May 21McDonald's Announces Quarterly Cash Dividend, Payable on June 16, 2025McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on June 16, 2025 to shareholders of record at the close of business on June 2, 2025.お知らせ • Apr 22SOC Investment Group Files an Exempt Solicitation Statement with Securities and Exchange CommissionOn April 21, 2025, SOC Investment Group announced that it has filed an exempt solicitation statement with Securities and Exchange Commission, recommended the shareholders of the Company to vote against the Company board nominees Director Paul Walsh, at the annual meeting of shareholders of the Company scheduled to be held on May 20, 2025.お知らせ • Apr 08McDonald's Corporation, Annual General Meeting, May 20, 2025McDonald's Corporation, Annual General Meeting, May 20, 2025.Board Change • Mar 18High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.株主還元1MCDIT HospitalityIT 市場7D4.1%3.6%1.1%1Y-5.9%17.5%20.0%株主還元を見る業界別リターン: 1MCD過去 1 年間で17.5 % の収益を上げたItalian Hospitality業界を下回りました。リターン対市場: 1MCDは、過去 1 年間で20 % のリターンを上げたItalian市場を下回りました。価格変動Is 1MCD's price volatile compared to industry and market?1MCD volatility1MCD Average Weekly Movement3.5%Hospitality Industry Average Movement5.2%Market Average Movement5.0%10% most volatile stocks in IT Market8.5%10% least volatile stocks in IT Market3.1%安定した株価: 1MCD 、 Italian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 1MCDの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1940150,000Chris Kempczinskiwww.mcdonalds.comマクドナルド・コーポレーションは、米国内外でマクドナルド・ブランドのレストランを所有、運営、フランチャイズしている。ハンバーガー、チーズバーガー、各種チキンサンドイッチ、フライドポテト、シェイク、デザート、サンデー、ソフトクリームコーン、クッキー、パイ、ソフトドリンク、コーヒー、その他の飲料、フルブレックファーストまたは限定ブレックファーストを含む食品と飲料を提供し、期間限定のプロモーションではその他様々な商品を販売している。同社は、従来のフランチャイズ、開発ライセンス、系列会社など、様々な形態のフランチャイズ・レストランを所有、運営している。マクドナルド・コーポレーションは1940年に設立され、イリノイ州シカゴに本拠を置く。もっと見るMcDonald's Corporation 基礎のまとめMcDonald's の収益と売上を時価総額と比較するとどうか。1MCD 基礎統計学時価総額€173.35b収益（TTM）€7.49b売上高(TTM)€23.70b23.3xPER（株価収益率7.4xP/Sレシオ1MCD は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1MCD 損益計算書（TTM）収益US$27.45b売上原価US$11.71b売上総利益US$15.74bその他の費用US$7.06b収益US$8.68b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）12.21グロス・マージン57.35%純利益率31.62%有利子負債／自己資本比率-3,119.7%1MCD の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.6%現在の配当利回り60%配当性向1MCD 配当は確実ですか？1MCD 配当履歴とベンチマークを見る1MCD 、いつまでに購入すれば配当金を受け取れますか？McDonald's 配当日配当落ち日Jun 01 2026配当支払日Jun 16 2026配当落ちまでの日数11 days配当支払日までの日数4 days1MCD 配当は確実ですか？1MCD 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/11 23:50終値2026/06/11 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋McDonald's Corporation 32 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。60 アナリスト機関Jim MarroneAccountability Research CorporationJohn StaszakArgus Research CompanyDavid TarantinoBaird57 その他のアナリストを表示
New Risk • Jun 02New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.1m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Negative equity (-US$1.3b). Significant insider selling over the past 3 months (€1.1m sold).
Upcoming Dividend • May 25Upcoming dividend of US$1.86 per shareEligible shareholders must have bought the stock before 01 June 2026. Payment date: 16 June 2026. Payout ratio is a comfortable 60% and the cash payout ratio is 75%. Trailing yield: 2.6%. Lower than top quartile of Italian dividend payers (4.5%). Lower than average of industry peers (3.0%).
お知らせ • May 22Mcdonald's Announces Quarterly Cash Dividend, Payable on June 16, 2026McDonald's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on June 16, 2026 to shareholders of record at the close of business on June 2, 2026.
Buy Or Sell Opportunity • Apr 09Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at €263. The fair value is estimated to be €219, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 7.1%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 7.0% per annum over the same time period.
お知らせ • Apr 08McDonald's Corporation, Annual General Meeting, May 20, 2026McDonald's Corporation, Annual General Meeting, May 20, 2026.
Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$11.95 (vs US$11.45 in FY 2024)Full year 2025 results: EPS: US$11.95 (up from US$11.45 in FY 2024). Revenue: US$26.9b (up 3.7% from FY 2024). Net income: US$8.56b (up 4.1% from FY 2024). Profit margin: 32% (in line with FY 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Italy. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.
New Risk • Jun 02New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.1m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Negative equity (-US$1.3b). Significant insider selling over the past 3 months (€1.1m sold).
Upcoming Dividend • May 25Upcoming dividend of US$1.86 per shareEligible shareholders must have bought the stock before 01 June 2026. Payment date: 16 June 2026. Payout ratio is a comfortable 60% and the cash payout ratio is 75%. Trailing yield: 2.6%. Lower than top quartile of Italian dividend payers (4.5%). Lower than average of industry peers (3.0%).
お知らせ • May 22Mcdonald's Announces Quarterly Cash Dividend, Payable on June 16, 2026McDonald's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on June 16, 2026 to shareholders of record at the close of business on June 2, 2026.
Buy Or Sell Opportunity • Apr 09Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at €263. The fair value is estimated to be €219, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 7.1%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 7.0% per annum over the same time period.
お知らせ • Apr 08McDonald's Corporation, Annual General Meeting, May 20, 2026McDonald's Corporation, Annual General Meeting, May 20, 2026.
Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$11.95 (vs US$11.45 in FY 2024)Full year 2025 results: EPS: US$11.95 (up from US$11.45 in FY 2024). Revenue: US$26.9b (up 3.7% from FY 2024). Net income: US$8.56b (up 4.1% from FY 2024). Profit margin: 32% (in line with FY 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Italy. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Feb 10McDonald's Corporation Announces the Election of James D. Farley, Jr., to Its Board of Directors, Effective February 4, 2026McDonald's Corporation announced the election of James D. Farley, Jr., to its Board of Directors, effective February 4, 2026. Mr. Farley currently serves as President and CEO of Ford Motor Company and sits on Ford's Board of Directors, where he is guiding the company's Ford+ transformation, a strategy centered on digital innovation, customer-centric design, and operational modernization. He brings more than 30 years of experience leading complex global organizations and transforming iconic consumer brands. He previously served as chief operating officer and president of new businesses, technology and strategy teams. Earlier in his career at Ford, Farley held leadership roles overseeing Ford Europe, Middle East, and Africa; Global Marketing, Sales & Service; the ongoing reinvention of the Lincoln brand; and Ford's operations in Canada, Mexico, and South America. Prior to Ford, he spent nearly two decades at Toyota and Lexus in brand marketing and product leadership. His election brings the Board to a total of 12 members, each contributing diverse experience and expertise that strengthen McDonald’s long-term strategic direction.
お知らせ • Feb 05McDonald's Declares Quarterly Cash Dividend, Payable on March 17, 2026McDonald's Corporation's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on March 17, 2026 to shareholders of record at the close of business on March 3, 2026.
Buy Or Sell Opportunity • Dec 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 4.7% to €269. The fair value is estimated to be €222, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.
Upcoming Dividend • Nov 21Upcoming dividend of US$1.86 per shareEligible shareholders must have bought the stock before 28 November 2025. Payment date: 15 December 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Italian dividend payers (4.9%). Lower than average of industry peers (3.2%).
New Risk • Nov 06New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$3.18 (vs US$3.15 in 3Q 2024)Third quarter 2025 results: EPS: US$3.18 (up from US$3.15 in 3Q 2024). Revenue: US$7.08b (up 3.0% from 3Q 2024). Net income: US$2.28b (up 1.0% from 3Q 2024). Profit margin: 32% (in line with 3Q 2024). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Board Change • Oct 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 3 highly experienced directors. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 23Mcdonald's Corporation Raises Quarterly Cash Dividend, Payable on December 15, 2025McDonald's Corporation Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on December 15, 2025 to shareholders of record at the close of business on December 1, 2025. The 5% increase over the Company's previous quarterly dividend reflects continued confidence in the Accelerating the Arches growth strategy and ability to drive long-term profitable growth for all stakeholders.
お知らせ • Aug 26McDonald’s Corporation Appoints Saumya Mittal as Chief People Officer for AsiaMcDonald’s Corporation has announced the appointment of Saumya Mittal as its new Chief People Officer for Asia. Taking charge from Singapore, she will oversee the company’s people and culture agenda across diverse Asian markets, a region marked by rapid growth and shifting workforce dynamics. Mittal, who has built an 18-year career in human resources, previously held leadership positions at PepsiCo, focusing on talent, culture, and organisational transformation, and later at Google as APAC Commercial HR Lead. Her cross-industry experience is expected to bolster McDonald’s employee engagement and leadership pipeline in the region.
お知らせ • Aug 12McDonald's Introduces McDonaldland VRMcDonald's is bringing its most iconic characters and worlds to life in an all-new way. Introducing McDonaldland VR -- an interactive digital universe launching alongside the new McDonaldland Meal. Starting August 12, fans can transport themselves into McDonaldland like never before. Whether through Meta Horizon Worlds on Meta Quest or a seamless Web VR experience, visitors can explore vibrant zones, meet classic characters, play games, and unlock surprises -- all from the comfort of home. Inside McDonaldland VR, fans can: Meet Classic characters: Interact with Grimace, Hamburglar, Birdie, and others -- all fully animated and part of your journey. Play Interactive Mini-Games: Mt. McDonaldland Shake Challenge: Hop aboard The Captain's ship to collect shake ingredients from an uping volcano. Golden Arches Obstacle Course: Navigate condiment geysers, rapids, and oversized landmarks in a fast-paced, multi-zone adventure. Explore Themed Worlds: Roam through the Apple Pie Tree Forest, Hamburger Patch, and Filet-O-Fish Lake, each packed with interactive surprises and moments of delight. Find Hidden Collectibles: Hunt for Mt. McDonaldland Shake icons and unlock Easter eggs throughout the world. Earn Exclusive In-Game Wearables: Complete quests to unlock items like the Mayor McCheese Hat, Burger Buddy Backpack, and Ronald McDonald's Guitar.
お知らせ • Jul 23McDonald's Declares Quarterly Cash Dividend, Payable on September 16, 2025McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on September 16, 2025 to shareholders of record at the close of business on September 2, 2025.
お知らせ • May 21McDonald's Announces Quarterly Cash Dividend, Payable on June 16, 2025McDonald's Board of Directors declared a quarterly cash dividend of $1.77 per share of common stock payable on June 16, 2025 to shareholders of record at the close of business on June 2, 2025.
お知らせ • Apr 22SOC Investment Group Files an Exempt Solicitation Statement with Securities and Exchange CommissionOn April 21, 2025, SOC Investment Group announced that it has filed an exempt solicitation statement with Securities and Exchange Commission, recommended the shareholders of the Company to vote against the Company board nominees Director Paul Walsh, at the annual meeting of shareholders of the Company scheduled to be held on May 20, 2025.
お知らせ • Apr 08McDonald's Corporation, Annual General Meeting, May 20, 2025McDonald's Corporation, Annual General Meeting, May 20, 2025.
Board Change • Mar 18High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike Hsu was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
