McDonald's Corporation

NYSE:MCD 株式レポート

時価総額：US$201.9b

McDonald's 過去の業績

過去 基準チェック /26

McDonald'sは7%の年平均成長率で業績を伸ばしているが、Hospitality業界はgrowingで37.5%毎年増加している。売上は成長しており、年平均4.7%の割合である。

主要情報

6.96%

収益成長率

8.03%

EPS成長率

Hospitality 業界の成長19.52%
収益成長率4.70%
株主資本利益率n/a
ネット・マージン31.62%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

Seeking Alpha • May 07

Wall Street Lunch: DOJ, CFTC Investigate Suspicious $2.6B Oil Trades Tied To Iran Conflict Headlines

Summary Federal investigations are probing $2.6B in suspiciously timed oil trades ahead of major Iran conflict news, raising concerns over potential insider activity. McDonald's (MCD) delivered Q1 global comparable sales growth of 3.8%, exceeding consensus, driven by value leadership and high-margin menu innovation. Whirlpool (WHR) shares fell sharply after missing Q1 expectations and issuing weak full-year revenue and EPS guidance, well below consensus. Amazon (AMZN) expands pharmacy reach by offering Novo Nordisk's (NVO) new Ozempic pill for same-day delivery, targeting nearly 4,500 cities by 2026. Read the full article on Seeking Alpha
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
新しいナラティブ • Mar 23

McDonald’s (MCD): The "Digital Golden Arches" and the Pivot to Value

McDonald’s Corporation (MCD) is trading at $308.52 USD on the NYSE as of March 23, 2026, down slightly by 0.14% in today’s session. The stock is currently navigating a period of consolidation after reaching a 52-week high of $341.75 earlier this year.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • Jul 15

A Look At The Intrinsic Value Of McDonald's Corporation (NYSE:MCD)

Key Insights The projected fair value for McDonald's is US$346 based on 2 Stage Free Cash Flow to Equity McDonald's...
分析記事 • Jun 27

McDonald's (NYSE:MCD) Is Very Good At Capital Allocation

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha • Jan 28

McDonald's Committed To Winning The Value Battle (Q4 Earnings Preview)

Summary McDonald's business model, primarily as a franchisor, ensures stable, recurring revenues with less operational risk, but limits gains during sales spikes. Despite facing headwinds like high commodity prices and traffic challenges, McDonald's expansion plans and value meals aim to drive growth and maintain volume. In this article, we will focus on the upcoming earnings report to understand what the key points may be and how they could affect McDonald's share price. Read the full article on Seeking Alpha
Seeking Alpha • Jan 07

McDonald's: Value, Innovation, And Operational Excellence To Support Revenue Expansion And Margin Improvements

Summary In 3Q24, McDonald's generated $6.9 billion in revenues, posting a revenue growth of 2.7% y/y and 5.9% q/q. Overall margins deteriorated slightly due to higher financial expenses. Despite a poor consumer outlook, the food and beverage industry is poised for a potential rebound. At least 79% of consumers intend to spend the same or more at QSR. MCD has multiple initiatives to expand revenue and enhance margins. Some of these examples include focusing on the larger chicken market and encouraging more price-sensitive consumers by offering more value. Valuation analysis suggests that the implied share price of MCD is $326.35. Based on the current share price, even if there is no multiple expansion, there is a potential upside of 10.80%. Read the full article on Seeking Alpha
Seeking Alpha • Dec 06

McDonald's: Investors Will Get A Lot Of Stomach Pain Here

Summary I'm initiating McDonald's with a sell rating. The world's largest fast-food chain has dramatically underperformed both the S&P 500 and fast-casual rivals over the past few years. The company's "Accelerating the Arches" plan is insufficient to revive sales growth, with Q3 trending at a -1.5% same-store sales decline. In the long run, health trends may steepen decay. Its plan to make promotions and $5 Meal Deals more prominent is also helping to contribute to an operating margin decline, on top of rising labor costs. MCD stock has an unattractive valuation at ~25x forward P/E despite near-zero growth in the near term, with uncertain drivers to resurrect growth in the long run. Read the full article on Seeking Alpha
Seeking Alpha • Nov 24

McDonald's Stalled SSS Can't Be Stopped By 'McRib' And 'McValue'

Summary McDonald's will reintroduce the McRib sandwich on December 3rd and offer half-gallon jugs of McRib sauce starting November 25th. No price point announced, but higher pork prices suggest potential sticker shock for customers. McRib is another attempt to restore comps and traffic that cannot succeed over the long term. The real problem with McDonald's is high daily prices that do not provide good value and are unaffordable for large swaths of the public. A radical re-thinking is necessary. Read the full article on Seeking Alpha
Seeking Alpha • Nov 05

McDonald's: A Mixed Performance Over The Past Few Months

Summary McDonald's long-term thesis remains intact: focusing on value products and continuing with its restaurant expansion plan. The results have been somewhat mixed, but the actions taken by management are the right ones for the long term. Additionally, many of its competitors are facing the same challenges. The consequences of potential fines related to the E. coli outbreak remain to be seen, but they do not jeopardize the thesis, and there are several reasons that differentiate this. Read the full article on Seeking Alpha
Seeking Alpha • Oct 27

McDonald's: E. Coli Is Not A Nothingburger, But There Is More To This Correction

Summary McDonald's remains a long-term Hold despite recent E. coli concerns, with its stock down 8% in a week but still up 20% from early summer levels. Historical parallels with Chipotle suggest potential short-term challenges, but McDonald's geographically diversified market presence mitigates similarly extreme downturns. Yet, current high valuation metrics justify a correction regardless of the E. coli outbreak. McDonald's franchise model and valuable real estate holdings provide strong financial resilience, though short-term caution is advised until the full extent of the bacteria outbreak is more tangible. Read the full article on Seeking Alpha
Seeking Alpha • Oct 21

McDonald's: $5 Meal Deals Not Enough To Convince Discerning Customers

Summary I am rating McDonald’s stock a "hold" with a price target of $284 due to valuation concerns and macroeconomic headwinds despite recent sales initiatives. The $5 Meal Deal and core menu innovations like The Big Arch and Chicken Big Mac aim to restore value perception and drive comparable sales growth. Growing loyalty membership, which currently stands at 166M, is expected to increase order values and purchase frequency, enhancing customer engagement. Despite projected revenue and earnings growth, McDonald’s trades at a premium compared to faster-growing competitors, limiting the stock's risk-reward attractiveness. Read the full article on Seeking Alpha
Seeking Alpha • Oct 08

Wall Street Lunch: McDonald's Starts A Beef

Summary McDonald's is suing major meatpackers for allegedly colluding to inflate beef prices by limiting supplies since 2015. PepsiCo slides after guiding for a low-single-digit increase in organic revenue, Q3 results miss. Check out Wells Fargo’s update to its signature picks list. Read the full article on Seeking Alpha
Seeking Alpha • Sep 19

McDonald's: Shares Getting Closer To The Tipping Point (Downgrade)

Summary McDonald's has successfully reintroduced its value offerings, improving traffic trends. It has made significant progress acquiring loyalty members while bolstering its digital offerings. MCD's expensive valuation suggests investors must be careful about chasing the stock. I explain why MCD is likely nearing its tipping point, as its risk/reward is getting increasingly unattractive. Read the full article on Seeking Alpha

収支内訳

McDonald's の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:MCD 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 2627,4468,6782,6560
31 Dec 2526,8858,5632,5830
30 Sep 2526,2648,4152,4980
30 Jun 2526,0608,3932,3700
31 Mar 2525,7078,1622,3650
31 Dec 2425,9208,2232,4120
30 Sep 2425,9398,2462,4790
30 Jun 2425,7588,3072,5260
31 Mar 2425,7658,5962,5040
31 Dec 2325,4948,4692,4350
30 Sep 2325,0148,3332,4240
30 Jun 2324,1947,9982,4180
31 Mar 2323,4156,8752,4610
31 Dec 2223,1836,1772,4920
30 Sep 2223,2655,9132,5270
30 Jun 2223,5946,0812,5110
31 Mar 2223,7647,1122,4720
31 Dec 2123,2237,5452,3780
30 Sep 2122,5287,2842,3200
30 Jun 2121,7446,8962,2160
31 Mar 2119,6185,1612,2190
31 Dec 2019,2084,7312,2450
30 Sep 2019,3224,9262,1320
30 Jun 2019,4064,7712,1520
31 Mar 2021,0555,8042,0460
31 Dec 1921,3646,0251,9670
30 Sep 1921,0995,8691,9920
30 Jun 1920,9665,8982,0330
31 Mar 1920,9105,8772,1050
31 Dec 1821,2585,9241,9850
30 Sep 1821,2025,2082,2080
30 Jun 1821,5885,4542,2600
31 Mar 1822,2835,3532,2430
31 Dec 1722,8205,1922,2310
30 Sep 1723,5095,6872,2410
30 Jun 1724,1795,0792,2570
31 Mar 1724,3944,7772,3280
31 Dec 1624,6224,6872,3850
30 Sep 1624,9344,6992,4320
30 Jun 1625,1254,7332,4330
31 Mar 1625,3584,8432,4300
31 Dec 1525,4134,5292,4340
30 Sep 1525,6444,4212,4220
30 Jun 1526,0164,1802,4140

質の高い収益: MCDは 高品質の収益 を持っています。

利益率の向上: MCDの現在の純利益率 (31.6%)は、昨年(31.8%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: MCDの収益は過去 5 年間で年間7%増加しました。

成長の加速: MCDの過去 1 年間の収益成長率 ( 6.3% ) は、5 年間の平均 ( 年間7%を下回っています。

収益対業界: MCDの過去 1 年間の収益成長率 ( 6.3% ) Hospitality業界15.6%を上回りませんでした。

株主資本利益率

高いROE: MCDの負債は資産を上回っているため、自己資本利益率を計算することは困難です。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/07 03:05
終値2026/05/07 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 33 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。63

アナリスト機関
Jim MarroneAccountability Research Corporation
John StaszakArgus Research Company
David TarantinoBaird