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MCD McDonald's Corporation

USConsumer Cyclical
$272.54+0.59%ClosedMarket Cap: $193.64B

As of 2026-08-24

Why MCD matters now

McDonald's Corporation (MCD) is a US stock in Consumer Cyclical. The latest InvestLog snapshot shows $272.54 with +0.59% on the session and $193.64B in market capitalization; recent performance reads 1-month -0.78% and YTD -8.84%.

The latest financial table shown here is Q1 2026, with revenue of $6.52B, net income of $1.98B, and EPS of $2.78. Investors can compare that operating picture with valuation signals such as P/E 25.40 and FCF yield 3.6%.

InvestLog's latest related AI research is a Earnings Analysis note titled "MCD earnings call: guidance, demand, margins, analyst Q&A". The latest indexable market news headline is "Ally Financial Inc. Buys Shares of 18,000 McDonald’s Corporation MCD" from Defense World.

Additional event context on this page matters because analyst consensus is Hold with a median target of $347.50; recent insider activity includes Erlinger Joseph M. filing S-Sale; recent congressional disclosure data includes Jared Moskowitz Purchase. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

25.40

PEG

6.13

P/B

-153.97

P/S

7.21

EV/EBITDA

16.87

DCF Value

$312.91

FCF Yield

3.6%

Div Yield

2.6%

Margins & Returns

Gross Margin

57.4%

Operating Margin

46.0%

Net Margin

31.6%

ROE

-433.9%

ROA

14.5%

ROIC

17.4%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$6.52B$1.98B$2.78
Q4 2025$7.01B$2.16B$3.03
FY 2025$26.89B$8.56B$11.95
Q3 2025$7.08B$2.28B$3.18

Analyst Ratings

Consensus

Hold

Target (Consensus)

$347.33

Target (Median)

$347.50

Target Range

$305.00 - $385.00

Strong Buy: 5Buy: 14Hold: 14Sell: 1Strong Sell: 0
JP MorganOverweight
2026-05-11
RBC CapitalSector Perform
2026-05-08
BarclaysOverweight
2026-05-08
KeybancOverweight
2026-05-08
Wells FargoOverweight
2026-05-08

Trading Activity

Insider Trades

Erlinger Joseph M.officer: President, McDonald's USA
Sell2026-06-10
Erlinger Joseph M.officer: President, McDonald's USA
Sell2026-06-10
Erlinger Joseph M.officer: President, McDonald's USA
Sell2026-06-10
Ralls-Morrison Desireeofficer: EVP, Chief Legal Officer
Sell2026-06-01
Erlinger Joseph M.officer: President, McDonald's USA
Sell2026-05-27

Congress Trades

Jared MoskowitzBuy
2026-05-01
Ro KhannaBuy
2026-04-09

Related AI Research

Earnings AnalysisAug 5, 2026

MCD earnings call: guidance, demand, margins, analyst Q&AMcDonald's Corporation (MCD) 电话会要点:指引、需求、利润率、分析师问答

Ian Borden: We currently estimate a tailwind of about $0.15 from the impact of foreign currency translation on full year 2026 adjusted EPS based on current exchange rates. That's down from our previously estimated range of a $0.20 to $0.30 tailwind.伊恩·博登表示:我们目前基于当前汇率估计,2026年全年调整后每股收益将获得约0.15美元的外汇换算顺风,这低于我们此前估计的0.20至0.30美元顺风区间。

Earnings ReleaseAug 5, 2026

MCD earnings release — EPS beat +1.8% · revenue in line -0.4%McDonald's Corporation (MCD) 财报发布 — EPS 高于预期+1.8% · 营收 基本符合预期-0.4%

McDonald's Corporation reported EPS $3.38 vs $3.32 estimate and revenue $7.1B vs $7.1B estimate.McDonald's Corporation 公布财报:EPS $3.38 vs $3.32 预期,营收 $7.1B vs $7.1B 预期。

SEC Material DisclosureAug 4, 2026

MCDONALDS CORP files 8-K Item 5.02 executive-change disclosure麦当劳 (MCD) 提交 8-K Item 5.02 高管变动披露

On August 4, 2026, McDonald’s Corporation (NYSE: MCD) filed an 8-K form with the U.S. Securities and Exchange Commission (SEC) (filing link: Per Item 5.2026年8月4日,麦当劳公司(NYSE: MCD)向美国证券交易委员会(SEC)提交8-K备案文件(备案链接: M. Erlinger于2026年8月3日提交正式离职通知,离职于次日(8月4日)生效,他将在2027年初前担任过渡顾问以支持交接工作。

Company Info

Sector

Consumer Cyclical

Industry

Restaurants

Country

US

Exchange

Beta

0.41

McDonald's Corporation operates and licenses its renowned fast-food chain worldwide, with a significant presence in both the United States and international markets. Their comprehensive menu offers classic items like hamburgers and cheeseburgers, a variety of chicken options including sandwiches and nuggets, alongside lighter choices such as wraps, french fries, and salads. For breakfast, patrons can select from offerings like biscuit and bagel sandwiches, breakfast burritos, and hotcakes. Additionally, the company provides oatmeal, an assortment of desserts including milkshakes, sundaes, and soft-serve ice cream, plus a selection of baked goods. A wide array of soft drinks, coffee, and other beverages completes their offering. By December 31, 2021, the corporation's global network encompassed 40,031 establishments. McDonald's Corporation, founded in 1940, has its main corporate office located in Chicago, Illinois.