NYSE:MCD

McDonalds (MCD)

272.72
-0.57 (0.21%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 12 opinions in the last 12 months.

McDonald's (MCD-N) is viewed as a consistent player in the fast-food industry, with a unique business model that relies heavily on franchising, allowing it to act more as a landlord. Despite a stable earnings growth rate of 7-8% and a yield of 2.65%, experts indicate that the stock's recent performance has been lackluster, with concerns about its growth potential and market trends. While some analysts express cautious optimism regarding the company's ability to adapt, particularly in the use of technology such as AI and robots, others note a potential decline in consumer spending due to inflation. The company is considered defensive due to its international presence and economies of scale, although the stock may currently be seen as slightly overvalued given its P/E ratio positioning.

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Consensus
Hold
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Valuation
Fair Value
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COMMENT
Wonderful company. He is really eying it here because the stock is down 13%-14% from its high. 70% of their stores are franchised which he likes. If it goes to $82-$83 and the Cdn$ goes up a little bit he’ll be buying.
COMMENT
This should be considered as a more defensive stock. Doesn't think it will continue moving down and the yield of 3.2% should support the stock to a certain degree.
BUY ON WEAKNESS
Has been a great performer and luckily it is having a setback. Model price is $78.28, a negative 12.65%. He would buy it at around $86.90 level.
BUY ON WEAKNESS
Getting close to being a Buy. Great company. 34 year track record of increasing its dividend. Good international growth. Trading at about 16X earnings. Plans on buying if it gets down to $85.
DON'T BUY
He started to see cracks in the story in February. Same-store numbers were not so good and warned that raw material costs were rising. His worry on this company is price and valuation. Trading in the high teens and there is risk in that. They are priced for perfection.
BUY ON WEAKNESS
Done a very good job of changing their menu. Good growth internationally. If you could get it in a descent pullback he’d buy it. Done a great deal of things with their menu to attract a wider audience.
TOP PICK
Every time he comes on TV it has stumbled and he is so excited. A great opportunity to pick up McDonald's. 32K restaurants around the world and is a global company. Best performing quick service restaurant in the world due to extended hours, New, more healthy menu items, remodeling and effective marketing. The best growth, payout, sustainability stock in the world. They are buying Chinese real estate and opening restaurants. Buy it on the dip right now.
DON'T BUY
Wonderful company executed flawlessly. But that creates some worry. What’s next? Are they going to slip up a bit. Commodity costs are starting to be a little worrisome.
BUY ON WEAKNESS
(Market Call Minute) Buy at $87
HOLD
You are a little late to look at this one. Has been a phenomenal stock. Probably has some more upside but you might do better in something cyclical. You might want to own something that benefits from a growing economy, which he feels the US is.
DON'T BUY
Hit all time high recently. You can’t complain about the company or the stock. One of the worries is that it trades at a hefty multiple at the top end of their range. They will be a little bit challenged internationally by a strong US dollar. Believes they are fully priced.
DON'T BUY
Close to its all-time high. Usually around the $100 area, they split. His model price is $73.26. That is a 25% overvaluation. There are other companies in this area that you could still buy. Could get to $112 if the momentum is on its side.
TOP PICK
One of the core leadership themes in the market are companies with predictable cash flows, visibility going forward and getting a yield. This company has returned about $75 billion to their shareholders over the last 3 years. 3% yield. Very strong global growth. Two thirds of the revenue comes from rental revenue on stores they own globally.
BUY
Trading at 18X earnings. Excellent management, growing internationally and domestically. But watch it, as it may get price exhaustion (prices exceeds actual value because of momentum).
DON'T BUY
Has done exceptionally well. New CEO has really made a difference not just going for growth but by expanding margins. Stock price has already reflected most of the good news. Difficult to see them having as good another 5 years as they have had.
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