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McDonald's Corporation (MCD)

Equity · Currency in USD · Last updated Dec 2, 2023

McDonald's Corporation is an American multinational fast food company that operates chains of hamburger fast food restaurants worldwide. The company is known for its signature Big Mac hamburger, as well as its fries, shakes, and other menu items. McDonald's has a solid global presence, with over 38,000 locations in over 100 countries. It is headquartered in Chicago, Illinois.

SummaryFinancials

Company Info

ISINUS5801351017
CUSIP580135101
SectorConsumer Cyclical
IndustryRestaurants

Highlights

Market Cap$217.87B
EPS$9.29
PE Ratio32.12
PEG Ratio3.34
Revenue (TTM)$23.41B
Gross Profit (TTM)$13.21B
EBITDA (TTM)$12.51B
Year Range$226.77 - $299.10
Target Price$318.45
Short %0.87%
Short Ratio2.50

Share Price Chart


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Performance

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.


-15.00%-10.00%-5.00%0.00%5.00%JulyAugustSeptemberOctoberNovemberDecember
-0.24%
7.29%
MCD (McDonald's Corporation)
Benchmark (^GSPC)

S&P 500

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McDonald's Corporation

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Return

McDonald's Corporation had a return of 10.97% year-to-date (YTD) and 6.96% in the last 12 months. Over the past 10 years, McDonald's Corporation had an annualized return of 14.50%, outperforming the S&P 500 benchmark which had an annualized return of 9.87%.


PeriodReturnBenchmark
Year-To-Date10.97%19.67%
1 month9.81%8.42%
6 months-0.24%7.29%
1 year6.96%12.71%
5 years (annualized)11.25%10.75%
10 years (annualized)14.50%9.87%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-3.60%5.22%-1.75%-3.59%-6.30%-0.48%8.15%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for McDonald's Corporation (MCD) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
MCD
McDonald's Corporation
0.52
^GSPC
S&P 500
0.91

Sharpe Ratio

The current McDonald's Corporation Sharpe ratio is 0.52. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.001.50JulyAugustSeptemberOctoberNovemberDecember
0.52
0.91
MCD (McDonald's Corporation)
Benchmark (^GSPC)

Dividend History

McDonald's Corporation granted a 2.18% dividend yield in the last twelve months. The annual payout for that period amounted to $6.23 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$6.23$5.66$5.25$5.04$4.73$4.19$3.83$3.61$3.44$3.28$3.12$2.87

Dividend yield

2.18%2.15%1.96%2.35%2.39%2.36%2.23%2.97%2.91%3.50%3.22%3.25%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$1.52$0.00$0.00$0.00$1.52$0.00$1.52$0.00$0.00$1.67
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
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
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
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
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
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
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
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
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
2013$0.00$0.77$0.00$0.00$0.77$0.00$0.00$0.77$0.00$0.00$0.81$0.00
2012$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.77$0.00

Dividend Yield & Payout


Dividend Yield
MCD
2.18%
Market bottom
1.03%
Market top
5.13%
McDonald's Corporation has a dividend yield of 2.18%, which is quite average when compared to the overall market.
Payout Ratio
MCD
56.84%
Market bottom
17.94%
Market top
59.27%
McDonald's Corporation has a payout ratio of 56.84%, 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 Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.08%
-4.21%
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.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-73.62%Nov 15, 1999833Mar 12, 2003945Dec 8, 20061778
-72.32%Dec 29, 1972446Oct 4, 19741788Nov 2, 19812234
-40.25%Aug 18, 198744Oct 19, 1987408May 31, 1989452
-38.65%Jan 7, 197098May 26, 1970144Dec 17, 1970242
-36.9%Sep 9, 2019136Mar 23, 2020114Sep 2, 2020250

Volatility Chart

The current McDonald's Corporation volatility is 3.18%, 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%JulyAugustSeptemberOctoberNovemberDecember
3.18%
2.79%
MCD (McDonald's Corporation)
Benchmark (^GSPC)