MCD vs. AAPL
MCD (McDonald's Corporation) and AAPL (Apple Inc) are both stocks. MCD operates in Restaurants (Consumer Cyclical), while AAPL operates in Consumer Electronics (Technology). Over the past 10 years, MCD returned 11.32%/yr vs 29.85%/yr for AAPL. At a 0.25 correlation, their price movements are largely independent.
Performance
MCD vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, MCD achieves a -7.30% return, which is significantly lower than AAPL's 13.26% return. Over the past 10 years, MCD has underperformed AAPL with an annualized return of 11.32%, while AAPL has yielded a comparatively higher 29.85% annualized return.
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%
AAPL
- 1D
- -1.25%
- 1M
- 7.00%
- YTD
- 13.26%
- 6M
- 10.45%
- 1Y
- 53.80%
- 3Y*
- 20.25%
- 5Y*
- 20.16%
- 10Y*
- 29.85%
MCD vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MCD McDonald's Corporation | -7.30% | 7.89% | 0.14% | 15.06% | 0.51% | 27.79% | 11.30% | 13.97% | 5.78% | 45.05% |
AAPL Apple Inc | 13.26% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
Correlation
The correlation between MCD and AAPL is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 1980 | 0.25 |
The correlation between MCD and AAPL shifts across timeframes, from 0.10 (1 year) to 0.29 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
MCD:
$199.67B
AAPL:
$4.54T
MCD:
$12.13
AAPL:
$8.24
MCD:
23.07
AAPL:
37.32
MCD:
3.71
AAPL:
4.91
MCD:
7.29
AAPL:
10.13
MCD:
$27.45B
AAPL:
$451.44B
MCD:
$12.10B
AAPL:
$216.07B
MCD:
$14.46B
AAPL:
$153.63B
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Return for Risk
MCD vs. AAPL — Risk / Return Rank
MCD
AAPL
MCD vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for McDonald's Corporation (MCD) and Apple Inc (AAPL). 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.
| MCD | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.86 | ||
| Sortino ratioReturn per unit of downside risk | -3.90 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.43 | -0.49 |
| Calmar ratioReturn relative to maximum drawdown | -0.38 | 3.92 | -4.30 |
| Martin ratioReturn relative to average drawdown | -1.00 | 9.86 | -10.86 |
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
| MCD | AAPL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.44 | 2.42 | -2.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.74 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 1.04 | -0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.44 | +0.09 |
Drawdowns
MCD vs. AAPL - Drawdown Comparison
The maximum MCD drawdown since its inception was -73.20%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for MCD and AAPL.
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Drawdown Indicators
| MCD | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.20% | -81.80% | +8.60% |
Max Drawdown (1Y)Largest decline over 1 year | -19.05% | -13.80% | -5.25% |
Max Drawdown (3Y)Largest decline over 3 years | -19.05% | -33.36% | +14.31% |
Max Drawdown (5Y)Largest decline over 5 years | -19.05% | -33.36% | +14.31% |
Max Drawdown (10Y)Largest decline over 10 years | -36.90% | -38.52% | +1.62% |
Current DrawdownCurrent decline from peak | -16.93% | -2.49% | -14.44% |
Average DrawdownAverage peak-to-trough decline | -14.89% | -29.61% | +14.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.29% | 5.47% | +1.82% |
Volatility
MCD vs. AAPL - Volatility Comparison
McDonald's Corporation (MCD) and Apple Inc (AAPL) have volatilities of 5.49% and 5.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MCD | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 5.23% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 12.09% | 15.92% | -3.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.62% | 22.35% | -5.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.27% | 27.45% | -10.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.40% | 28.89% | -8.49% |
Dividends
MCD vs. AAPL - Dividend Comparison
MCD's dividend yield for the trailing twelve months is around 2.63%, more than AAPL's 0.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.34% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
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
MCD vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between McDonald's Corporation and Apple Inc. 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
MCD vs. AAPL - Profitability Comparison
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%.
AAPL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a gross profit of 54.78B and revenue of 111.18B. Therefore, the gross margin over that period was 49.3%.
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%.
AAPL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported an operating income of 35.89B and revenue of 111.18B, resulting in an operating margin of 32.3%.
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%.
AAPL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a net income of 29.58B and revenue of 111.18B, resulting in a net margin of 26.6%.
Frequently Asked Questions
MCD and AAPL have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MCD has higher volatility (5.49%) compared to AAPL (5.23%). In terms of maximum drawdown, MCD dropped -73.20% vs AAPL's -81.80%.
AAPL currently has the higher Sharpe Ratio (2.42 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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