View ValuationMcDonald's 향후 성장Future 기준 점검 2/6McDonald's (는) 각각 연간 6.6% 및 5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 407.4% 로 예상됩니다.핵심 정보6.6%이익 성장률7.77%EPS 성장률Hospitality 이익 성장20.9%매출 성장률5.0%향후 자기자본이익률407.43%애널리스트 커버리지Good마지막 업데이트21 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.이익 및 매출 성장 예측BIT:1MCD - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202831,69710,3909,68212,9631412/31/202730,1599,9278,84112,3383212/31/202628,4899,1577,75611,887313/31/202627,4468,6787,03910,535N/A12/31/202526,8858,5637,18610,551N/A9/30/202526,2648,4157,37210,485N/A6/30/202526,0608,3936,8989,794N/A3/31/202525,7078,1626,7069,485N/A12/31/202425,9208,2236,6729,447N/A9/30/202425,9398,2466,5809,305N/A6/30/202425,7588,3077,0969,597N/A3/31/202425,7658,5967,1819,582N/A12/31/202325,4948,4697,2559,612N/A9/30/202325,0148,3337,1969,324N/A6/30/202324,1947,9986,6398,729N/A3/31/202323,4156,8755,6727,673N/A12/31/202223,1836,1775,4887,387N/A9/30/202223,2655,9135,7947,852N/A6/30/202223,5946,0816,0088,036N/A3/31/202223,7647,1127,0789,151N/A12/31/202123,2237,5457,1029,142N/A9/30/202122,5287,2846,6528,468N/A6/30/202121,7446,8967,0858,790N/A3/31/202119,6185,1615,3166,843N/A12/31/202019,2084,7314,6246,265N/A9/30/202019,3224,9264,2526,162N/A6/30/202019,4064,7713,4415,509N/A3/31/202021,0555,8045,2877,648N/A12/31/201921,3646,025N/A8,122N/A9/30/201921,0995,869N/A7,744N/A6/30/201920,9665,898N/A7,929N/A3/31/201920,9105,877N/A7,342N/A12/31/201821,2585,924N/A6,967N/A9/30/201821,2025,208N/A6,564N/A6/30/201821,5885,454N/A5,778N/A3/31/201822,2835,353N/A5,652N/A12/31/201722,8205,192N/A5,551N/A9/30/201723,5095,687N/A5,257N/A6/30/201724,1795,079N/A5,823N/A3/31/201724,3944,777N/A5,858N/A12/31/201624,6224,687N/A6,060N/A9/30/201624,9344,699N/A6,623N/A6/30/201625,1254,733N/A6,320N/A3/31/201625,3584,843N/A6,585N/A12/31/201525,4134,529N/A6,539N/A9/30/201525,6444,421N/A6,664N/A6/30/201526,0164,180N/A6,549N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1MCD 의 연간 예상 수익 증가율(6.6%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1MCD 의 연간 수익(6.6%)이 Italian 시장(11.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 1MCD 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 1MCD 의 수익(연간 5%)이 Italian 시장(연간 5.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 1MCD 의 수익(연간 5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1MCD의 자본 수익률은 3년 후 407.4%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 18:45종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스McDonald's Corporation는 63명의 분석가가 다루고 있습니다. 이 중 32명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jim MarroneAccountability Research CorporationJohn StaszakArgus Research CompanyDavid TarantinoBaird60명의 분석가 더 보기
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.