NYSE:MCD

McDonalds (MCD)

267.18
-2.58 (0.96%)
as of Jun 29, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 29, 2026, 12:00 am

This summary was created by AI, based on 13 opinions in the last 12 months.

McDonald's (MCD) is facing several challenges, with inflation impacting profit margins and consumer spending under pressure, especially among its primary customer base. Despite these headwinds, experts recognize McDonald's strong brand and global presence, with stable operations indicated by steady cash flow and dividends. Valuation metrics such as a PE ratio around 20-21 times are considered reasonable, especially with potential EPS growth of 7-8%. However, the future performance may hinge on external factors like beef prices and the company's adoption of technology advancements. Analysts express a cautious view with some considering the stock a staple for long-term investment while others advocate for caution amid current market dynamics.

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Consensus
Cautious
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Valuation
Fair Value
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BUY

Has given up a little bit this year because of their European exposure. They are fantastic operators. For the stock to really do well and take off from here, you need to see acceleration in the US economy and stabilize Asian and ultimately a recovery of the European economy.

PARTIAL BUY
One of the better performers in the last 6 months. Has sold off a little lately. A significant portion of their sales comes from Europe, so this is a concern. Have brought out several new products and concepts recently. Multiple is pretty reasonable. You could nibble here, but not a table pounding Buy.
BUY
A great story at these levels. Trades at about 15X and has about a 3% dividend yield. Stock fell because they missed May Comp store sales. The one risk is that a lot of their stuff is commodity driven, which could give them issues on the cost side
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.
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