PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
McDonald's Corporation (MCD)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US5801351017

CUSIP

580135101

Sector

Consumer Cyclical

Industry

Restaurants

IPO Date

Apr 21, 1965

Highlights

Market Cap

$212.18B

EPS (TTM)

$11.40

PE Ratio

25.97

PEG Ratio

2.69

Total Revenue (TTM)

$25.94B

Gross Profit (TTM)

$14.53B

EBITDA (TTM)

$13.43B

Year Range

$240.66 - $316.00

Target Price

$321.51

Short %

1.39%

Short Ratio

2.90

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
MCD vs. SPY MCD vs. KO MCD vs. VOO MCD vs. PEP MCD vs. PG MCD vs. COKE MCD vs. XOM MCD vs. MA MCD vs. HSY MCD vs. BTC-USD
Popular comparisons:
MCD vs. SPY MCD vs. KO MCD vs. VOO MCD vs. PEP MCD vs. PG MCD vs. COKE MCD vs. XOM MCD vs. MA MCD vs. HSY MCD vs. BTC-USD

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in McDonald's Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%20,000.00%40,000.00%60,000.00%80,000.00%JulyAugustSeptemberOctoberNovemberDecember
76,198.23%
5,699.78%
MCD (McDonald's Corporation)
Benchmark (^GSPC)

Returns By Period

McDonald's Corporation had a return of 1.11% year-to-date (YTD) and 2.88% in the last 12 months. Over the past 10 years, McDonald's Corporation had an annualized return of 14.92%, outperforming the S&P 500 benchmark which had an annualized return of 11.06%.


MCD

YTD

1.11%

1M

1.21%

6M

14.18%

1Y

2.88%

5Y*

10.78%

10Y*

14.92%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of MCD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.28%0.42%-3.53%-3.16%-5.18%-0.93%4.14%8.76%6.11%-4.07%1.34%1.11%
20231.47%-0.74%5.95%5.77%-3.60%5.22%-1.75%-3.59%-6.30%-0.48%8.15%5.21%15.06%
2022-3.22%-5.13%1.03%0.76%1.22%-1.57%6.68%-3.69%-8.54%18.17%0.61%-3.39%0.51%
2021-3.14%-0.21%8.73%5.33%-0.38%-1.24%5.07%-1.63%1.54%1.84%0.17%9.60%27.79%
20208.28%-8.69%-14.84%13.43%0.00%-0.99%5.32%10.55%2.80%-2.96%2.69%-1.32%11.30%
20190.68%3.49%3.30%4.04%0.94%4.74%1.47%3.99%-1.50%-8.39%-0.49%1.61%13.97%
2018-0.57%-7.25%-0.86%7.07%-4.44%-1.45%0.54%3.62%3.12%5.74%7.22%-5.80%5.78%
20170.70%4.91%1.54%7.96%7.83%2.14%1.29%3.73%-2.06%6.53%3.65%0.09%45.05%
20164.77%-4.61%7.24%0.64%-3.50%-0.68%-2.24%-0.93%-0.26%-2.42%6.78%2.05%6.21%
2015-1.34%7.92%-1.48%-0.91%0.22%-0.90%5.04%-4.01%3.69%13.92%2.50%3.49%30.43%
2014-2.95%1.90%3.03%3.42%0.86%-0.68%-6.13%-0.03%1.16%-1.14%4.20%-3.21%-0.10%
20138.03%1.45%3.95%2.46%-4.71%2.52%-0.93%-3.02%1.96%0.32%1.72%-0.35%13.59%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MCD is 52, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MCD is 5252
Overall Rank
The Sharpe Ratio Rank of MCD is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of MCD is 4646
Sortino Ratio Rank
The Omega Ratio Rank of MCD is 4646
Omega Ratio Rank
The Calmar Ratio Rank of MCD is 6060
Calmar Ratio Rank
The Martin Ratio Rank of MCD is 5454
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for McDonald's Corporation (MCD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for MCD, currently valued at 0.21, compared to the broader market-4.00-2.000.002.000.212.10
The chart of Sortino ratio for MCD, currently valued at 0.41, compared to the broader market-4.00-2.000.002.004.000.412.80
The chart of Omega ratio for MCD, currently valued at 1.05, compared to the broader market0.501.001.502.001.051.39
The chart of Calmar ratio for MCD, currently valued at 0.22, compared to the broader market0.002.004.006.000.223.09
The chart of Martin ratio for MCD, currently valued at 0.47, compared to the broader market-5.000.005.0010.0015.0020.0025.000.4713.49
MCD
^GSPC

The current McDonald's Corporation Sharpe ratio is 0.21. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of McDonald's Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.21
2.10
MCD (McDonald's Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

McDonald's Corporation provided a 2.32% dividend yield over the last twelve months, with an annual payout of $6.78 per share. The company has been increasing its dividends for 34 consecutive years, earning it the status of a dividend aristocrat.


2.00%2.50%3.00%3.50%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$6.78$6.23$5.66$5.25$5.04$4.73$4.19$3.83$3.61$3.44$3.28$3.12

Dividend yield

2.32%2.10%2.15%1.96%2.35%2.39%2.36%2.23%2.97%2.91%3.50%3.22%

Monthly Dividends

The table displays the monthly dividend distributions for McDonald's Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$1.67$0.00$0.00$0.00$1.67$0.00$0.00$1.67$0.00$0.00$1.77$6.78
2023$0.00$1.52$0.00$0.00$0.00$1.52$0.00$1.52$0.00$0.00$1.67$0.00$6.23
2022$0.00$1.38$0.00$0.00$0.00$1.38$0.00$1.38$0.00$0.00$1.52$0.00$5.66
2021$0.00$1.29$0.00$0.00$1.29$0.00$0.00$1.29$0.00$0.00$1.38$0.00$5.25
2020$0.00$1.25$0.00$0.00$1.25$0.00$0.00$1.25$0.00$0.00$1.29$0.00$5.04
2019$0.00$1.16$0.00$0.00$1.16$0.00$0.00$1.16$0.00$0.00$1.25$0.00$4.73
2018$0.00$1.01$0.00$0.00$0.00$1.01$0.00$1.01$0.00$0.00$1.16$0.00$4.19
2017$0.00$0.94$0.00$0.00$0.00$0.94$0.00$0.94$0.00$0.00$1.01$0.00$3.83
2016$0.00$0.89$0.00$0.00$0.00$0.89$0.00$0.89$0.00$0.00$0.94$0.00$3.61
2015$0.00$0.85$0.00$0.00$0.85$0.00$0.00$0.85$0.00$0.00$0.89$0.00$3.44
2014$0.00$0.81$0.00$0.00$0.81$0.00$0.00$0.81$0.00$0.00$0.85$0.00$3.28
2013$0.77$0.00$0.00$0.77$0.00$0.00$0.77$0.00$0.00$0.81$0.00$3.12

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.3%
McDonald's Corporation has a dividend yield of 2.32%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%57.2%
McDonald's Corporation has a payout ratio of 57.22%, which is quite average when compared to the overall market. This suggests that McDonald's Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-6.99%
-2.62%
MCD (McDonald's Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the McDonald's Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the McDonald's Corporation was 73.62%, occurring on Mar 12, 2003. Recovery took 945 trading sessions.

The current McDonald's Corporation drawdown is 6.99%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-73.62%Nov 15, 1999833Mar 12, 2003945Dec 8, 20061778
-45.1%Jun 26, 198668Oct 1, 1986667May 22, 1989735
-38.75%Aug 22, 198429Oct 2, 1984189Jul 2, 1985218
-36.9%Sep 9, 2019136Mar 23, 2020114Sep 2, 2020250
-35.63%Sep 27, 19829Oct 7, 1982268Oct 27, 1983277

Volatility

Volatility Chart

The current McDonald's Corporation volatility is 4.09%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
4.09%
3.79%
MCD (McDonald's Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of McDonald's Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of McDonald's Corporation compared to its peers in the Restaurants industry.


PE Ratio
100.0200.0300.0400.026.0
The chart displays the price to earnings (P/E) ratio for MCD in comparison to other companies of the Restaurants industry. Currently, MCD has a PE value of 26.0. This PE ratio falls in the average range for the industry.
PEG Ratio
-20.0-10.00.010.02.7
The chart displays the price to earnings to growth (PEG) ratio for MCD in comparison to other companies of the Restaurants industry. Currently, MCD has a PEG value of 2.7. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for McDonald's Corporation.


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab