Ledger

MCD

MCD·Consumer Cyclical
www.mcdonalds.com

McDonald's Corporation owns, operates, and franchises restaurants under the McDonald's brand in the United States and internationally. It offers food and beverages, including hamburgers and cheeseburgers, various chicken sandwiches, fries, shakes, frozen desserts, sundaes, soft serve cones, cookies, pies, soft drinks, coffee, and other beverages; and full or limited breakfast, as well as sells various other products during limited-time promotions.

$255.69
-$3.94 (-1.52%)Today
Open
$258.01
High
$258.50
Low
$255.49
Volume
4.2M
$255.4952-Week Range$341.75
Current: $255.69 · Near 52W Low
MARKET CAP
$180.9B
P/E (TTM)
20.8x
P/B RATIO
ROE
EPS (TTM) 3.7% Rev YoY
$12.30
DIVIDEND YIELD
2.91%
BETA
0.41
Defensive / low-beta

Company Info

Industry
Restaurants
Country
United States

Leadership

MC
Mr. Christopher J. Kempczinski
Chief Executive Officer
Stock Score
Best Value
37/ 100
Val
56
Grw
9
Qly
45
Value 40%·Growth 35%·Quality 25%
Price History
$255.69 $-57.11 (-18.26%)
Overlays
Oscillators
Generating analysis...
01 / Income Statement

Income Statement

Revenue & Margin Trend

PeriodRevenueOpExEBITDANet IncomeEPS
2022$23.18B$2.86B$10.90B$6.18B$8.33
2023$25.50B$2.82B$13.86B$8.47B$11.56
2024$25.92B$2.86B$13.95B$8.22B$11.39
2025$26.89B$3.04B$14.68B$8.56B$11.95
02 / Balance Sheet

Balance Sheet

Cash & Equivalents
$0.77B
Total Debt
$54.81B

Assets Distribution

Current Assets
Non-Current Assets

Liabilities & Equity

Current Liabilities
Non-Current Liabilities
Equity
03 / Cash Flow

Cash Flow

Positive free cash flow of $7.2B — 68% of operating cash flow.
Operating CF
$10.6B
Free Cash Flow
$7.2B
Investing CF
-$3.8B
Financing CF
-$7.1B

Cash Flow Mix

Operating Cash$10.6B
Investing Cash-$3.8B
Financing Cash-$7.1B
Net Change-$397M

FCF Generation

The company converts 68% of operating cash flow into free cash flow, providing ample flexibility for capital allocation.

CapEx Burden

Capital expenditures consume $3.8B of operating cash. Monitor for maintenance vs. growth CapEx split.

Is the cash flow sustainable?
Positive Free Cash Flow
The company has flexibility for dividends, buybacks, debt reduction, or reinvestment in growth opportunities.
04 / Financial Ratios

Financial Ratios

Profitability

Gross Margin
57.4%
Gross Profit / Revenue
Operating Margin
46.1%
Op. Income / Revenue
Net Margin
31.9%
Net Income / Revenue
ROIC
16.1%
Return on Invested Capital

Liquidity & Leverage

Current Ratio
0.95x
Current Assets / Current Liab.
Cash Ratio
0.18x
Cash / Current Liab.
Debt-to-Equity
N/A
Total Debt / Equity
Asset Turnover
0.45
Revenue / Total Assets

Returns

ROE
N/A
Return on Equity
ROA
13.3%
Return on Assets
EPS (TTM)
$12.30
Earnings Per Share
06 / Historical Trends

Historical Trends

Revenue

+5.1% CAGR

Net Income

+11.5% CAGR

EPS

+12.8% CAGR
05 / Dividends

Dividends & Yield

Dividend Yield
2.91%
Annual
Annual Dividend
$7.44
Per Share
Payout Ratio
60.5%
Div / EPS
Est. Div Growth
+1.5%
Approx. YoY

Dividend Safety Assessment

The payout ratio of 60% is moderate. The dividend appears sustainable but leaves limited room for increases without earnings growth.

Recent Dividend Payments

DateAmount
2026-09-01$1.86
2026-06-02$1.86
2026-03-03$1.86
2025-12-01$1.86
2025-09-02$1.77
2025-06-02$1.77
2025-03-03$1.77
2024-12-02$1.77
2024-09-03$1.67
2024-06-03$1.67

Institutional Ownership

Moderate Institutional Support

Top 3 institutional holders control 19.5% of shares, providing a stable foundation of institutional capital.

Retail Influence

Lower institutional concentration means retail sentiment and broader market trends may drive price action more noticeably.

Top Institutional Holders

Blackrock Inc.7.83%
55.44M shares
Vanguard Capital Management LLC6.56%
46.4M shares
State Street Corporation5.10%
36.08M shares
JPMORGAN CHASE & CO4.51%
31.92M shares
Vanguard Portfolio Management LLC2.65%
18.78M shares

Top ETFs Holding

VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.19%
22.55M shares
VANGUARD INDEX FUNDS-Vanguard 500 Index Fund2.60%
18.41M shares
iShares Trust-iShares Core S&P 500 ETF1.38%
9.77M shares
Fidelity Concord Street Trust-Fidelity 500 Index Fund1.30%
9.19M shares
SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust1.22%
8.61M shares
07 / Market Events

Market Events

Upcoming Earnings

NOV
5THU
DateNov 5, 2026
DayThursday
Revenue Est.$7.3B
EPS Est.$3.40

Split Record

DateTypeRatio
1999-03-08Forward2:1
1994-06-27Forward2:1
1989-06-19Forward2:1
1987-06-23Forward3:2
1986-06-26Forward3:2
08 / Market Intelligence

Market Intelligence

Analyst Consensus

Consensus (34 Ratings)
Buy
Strong Buy
4
Buy
15
Hold
14
Sell
1
Strong Sell
0
Recent Insider Trades
ELTING LAUREN B.
Officer
Sale
1,038 shs
ERLINGER JOSEPH M
Officer
Sale
5,252 shs
ERLINGER JOSEPH M
Officer
Sale
5,252 shs
RALLS-MORRISON DESIREE ANN
Officer
Sale
2,763 shs
Price Targets
Upside to Mean+23.3%
$250$315$407
Low
$250.00
Mean
$315.39
Median
$305.00
High
$407.00

Earnings History

Beat Rate
3/4
Avg Surprise
+0.9%
PeriodEst. EPSAct. EPSSurprise
2025-09$3.33$3.22-3.4%
2025-12$3.05$3.12+2.2%
2026-03$2.74$2.83+3.1%
2026-06$3.32$3.38+1.8%