NYSE:MCD

McDonalds (MCD)

272.72
-0.57 (0.21%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
343 watching
0
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.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
QSR
PARTIAL SELL
Thinks there’s going to be some very interesting things happening with this company. Have been successful in extending their menus and have been successful globally. Benefited from the depreciating US$. If the US$ becomes stronger, it may weaken their returns. Consider trimming your position.
DON'T BUY
He has concerns about their US stores being open 24 hours a day. Doesn't know how they can grow beyond this. Getting their growth internationally, but not sure the US market can offset this. There are better opportunities.
TOP PICK
Great international stock. Profiting from the weakness in the US$. Very good at self-financing. If there is a slowdown in the economy, people might trade down from their local family restaurant.
COMMENT
He likes this company as he sees them as one of the great innovators in the menu changes in their restaurants. He also likes that they own most of their real estate, so if you get into an inflationary environment, this would be a great place to be.
DON'T BUY
Have done a very good job of turning it around. Have taken Starbucks on in the coffee category. He prefers buying companies that are trading at the lower end of the channel of valuations. This is trading at about 16X earnings rather than the 12X or 13X that he prefers.
BUY
Has been a very good performer over the last year. Have revamped the menu with a lot more diet friendly choices. Making a big foray into the coffee market with their new McDonald's cafés. The stock will lead the recovery in consumer spending.
BUY
Right place and right time for this stock. Trend is up as long as the U.S. dollar is lower.
SELL
Fully valued. Generating impressive same-store sales growth.
BUY
Have gone through realignment in their business. Change the menu and are getting great same-store sales. Very predictable revenues and cash flow.
COMMENT
Has done a great job in the last 1 1/2 years of getting its sales turned around. From here, it will be more on how they do in Europe. Valuation is getting a little bit full.
BUY
Has hit a 52-week high. Has been hitting higher highs and higher lows since 2002. Very nice movement. Looks like it is on another upward trend.
HOLD
Cyclicals have rolled over and everybody is looking for big names, so the stock has moved up. Earnings were better than expected. Getting to the more expensive end up its range.
BUY
Has been recommending it for a while and still sees value in it.
TOP PICK
A turn around story. Has had a nice pullback. There's a 27% differential between his model price and where it's trading at.
BUY
Have been impressed with what they've done in the last 6 months with revamped menus and really seem to have done a pretty good job.
Showing 301 to 315 of 357 entries