DIS vs. MCD
DIS (The Walt Disney Company) and MCD (McDonald's Corporation) are both stocks. DIS operates in Entertainment (Communication Services), while MCD operates in Restaurants (Consumer Cyclical). Over the past 10 years, DIS returned 0.96%/yr vs 11.32%/yr for MCD. At a 0.35 correlation, their price movements are largely independent.
Performance
DIS vs. MCD - Performance Comparison
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Returns By Period
In the year-to-date period, DIS achieves a -12.36% return, which is significantly lower than MCD's -7.30% return. Over the past 10 years, DIS has underperformed MCD with an annualized return of 0.96%, while MCD has yielded a comparatively higher 11.32% annualized return.
DIS
- 1D
- 0.37%
- 1M
- -7.73%
- YTD
- -12.36%
- 6M
- -4.67%
- 1Y
- -10.41%
- 3Y*
- 3.46%
- 5Y*
- -10.45%
- 10Y*
- 0.96%
MCD
- 1D
- 2.61%
- 1M
- -0.83%
- YTD
- -7.30%
- 6M
- -8.97%
- 1Y
- -7.23%
- 3Y*
- 1.82%
- 5Y*
- 6.11%
- 10Y*
- 11.32%
DIS vs. MCD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DIS The Walt Disney Company | -12.36% | 3.30% | 24.44% | 4.26% | -43.91% | -14.51% | 25.27% | 33.51% | 3.61% | 4.76% |
MCD McDonald's Corporation | -7.30% | 7.89% | 0.14% | 15.06% | 0.51% | 27.79% | 11.30% | 13.97% | 5.78% | 45.05% |
Correlation
The correlation between DIS and MCD is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 1970 | 0.35 |
The correlation between DIS and MCD shifts across timeframes, from 0.15 (3 years) to 0.35 (all time), reflecting how their relationship changes across market environments.
Fundamentals
DIS:
$176.69B
MCD:
$199.67B
DIS:
$6.25
MCD:
$12.13
DIS:
15.95
MCD:
23.07
DIS:
0.22
MCD:
3.71
DIS:
1.84
MCD:
7.29
DIS:
$97.26B
MCD:
$27.45B
DIS:
$36.14B
MCD:
$12.10B
DIS:
$20.74B
MCD:
$14.46B
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Return for Risk
DIS vs. MCD — Risk / Return Rank
DIS
MCD
DIS vs. MCD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Walt Disney Company (DIS) and McDonald's Corporation (MCD). 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.
| DIS | MCD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 0.94 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | -0.38 | -0.04 |
| Martin ratioReturn relative to average drawdown | -0.86 | -1.00 | +0.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DIS | MCD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.43 | -0.44 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.36 | 0.35 | -0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | 0.56 | -0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.53 | -0.19 |
Drawdowns
DIS vs. MCD - Drawdown Comparison
The maximum DIS drawdown since its inception was -85.66%, which is greater than MCD's maximum drawdown of -73.20%. Use the drawdown chart below to compare losses from any high point for DIS and MCD.
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Drawdown Indicators
| DIS | MCD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.66% | -73.20% | -12.46% |
Max Drawdown (1Y)Largest decline over 1 year | -24.97% | -19.05% | -5.92% |
Max Drawdown (3Y)Largest decline over 3 years | -32.86% | -19.05% | -13.81% |
Max Drawdown (5Y)Largest decline over 5 years | -57.33% | -19.05% | -38.28% |
Max Drawdown (10Y)Largest decline over 10 years | -60.72% | -36.90% | -23.82% |
Current DrawdownCurrent decline from peak | -49.45% | -16.93% | -32.52% |
Average DrawdownAverage peak-to-trough decline | -26.77% | -14.89% | -11.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.17% | 7.29% | +4.88% |
Volatility
DIS vs. MCD - Volatility Comparison
The Walt Disney Company (DIS) has a higher volatility of 6.18% compared to McDonald's Corporation (MCD) at 5.49%. This indicates that DIS's price experiences larger fluctuations and is considered to be riskier than MCD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DIS | MCD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.18% | 5.49% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 19.36% | 12.09% | +7.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.32% | 16.62% | +7.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.31% | 17.27% | +12.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.76% | 20.40% | +8.36% |
Dividends
DIS vs. MCD - Dividend Comparison
DIS's dividend yield for the trailing twelve months is around 1.25%, less than MCD's 2.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIS The Walt Disney Company | 1.25% | 1.10% | 0.85% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% |
MCD McDonald's Corporation | 2.63% | 2.35% | 2.34% | 2.10% | 2.15% | 1.96% | 2.35% | 2.39% | 2.36% | 2.23% | 2.97% | 2.91% |
Financials
DIS vs. MCD - Financials Comparison
This section allows you to compare key financial metrics between The Walt Disney Company and McDonald's Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
DIS vs. MCD - Profitability Comparison
DIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a gross profit of 9.27B and revenue of 25.17B. Therefore, the gross margin over that period was 36.8%.
MCD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, McDonald's Corporation reported a gross profit of 0.00 and revenue of 6.52B. Therefore, the gross margin over that period was 0.0%.
DIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported an operating income of 4.96B and revenue of 25.17B, resulting in an operating margin of 19.7%.
MCD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, McDonald's Corporation reported an operating income of 2.95B and revenue of 6.52B, resulting in an operating margin of 45.3%.
DIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a net income of 2.25B and revenue of 25.17B, resulting in a net margin of 8.9%.
MCD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, McDonald's Corporation reported a net income of 1.98B and revenue of 6.52B, resulting in a net margin of 30.4%.
Frequently Asked Questions
DIS and MCD have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DIS has higher volatility (6.18%) compared to MCD (5.49%). In terms of maximum drawdown, DIS dropped -85.66% vs MCD's -73.20%.
DIS currently has the higher Sharpe Ratio (-0.43 vs -0.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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