McDonald's Corporation
MCD · NYSE
Company research
McDonald's Corporation (NYSE: MCD) is one of the world's largest and most recognized fast-food chains, founded in 1940 by brothers Richard and Maurice McDonald and later expanded into a global franchise empire by Ray Kroc. Headquartered in Chicago, Illinois, the company operates and licenses over 40,000 restaurants across nearly 120 countries, serving more than 68 million customers daily with iconic menu items such as the Big Mac, Quarter Pounder, French fries, Chicken McNuggets, and the breakfast-favorite Egg McMuffin. McDonald's business model is predominantly franchise-based, with approximately 95% of its locations owned by franchisees who pay royalties of roughly 4–5% of monthly revenue plus rent, generating dual revenue streams of franchise fees and real estate income that together yield an industry-leading operating margin of approximately 46%. Under the leadership of Chairman and CEO Christopher J. Kempczinski, McDonald's reported annual revenues of approximately $25.5 billion and maintains a market capitalization of approximately $192 billion, cementing its position as a dominant force in the global Consumer Cyclical/Restaurants sector.
Research reports
Stock Rover · July 11, 2026McDonald's (MCD) Stock Report
Data‑rich stock report that compiles valuation, quality, growth, dividend, and sentiment metrics, alongside peer comparisons, to support a constructive view on McDonald’s as a high‑quality, steadily growing, income‑producing franchise brand despite recent underperformance versus the S&P 500 and its sector. The report highlights strong margins, high quality and growth scores, robust dividend history, and analyst consensus Buy ratings, while flagging periods of negative revenue growth and recent downward EPS estimate revisions as key monitoring risks.
Ultra Stock Analysis Pro · May 8, 2026McDonald's Corporation (MCD) – Comprehensive Analyst ReportQuantitative and fundamental “buy‑side style” report that assigns a HOLD rating with a 6–12 month target of 344.55 (about 25% upside), balancing oversold technical conditions and solid earnings/revenue growth against a lack of current technical “confluence” signals and moderate execution risk. It frames MCD as a profitable, institutionally owned, premium‑valued restaurant leader with favorable analyst sentiment, while emphasizing strategy discipline (waiting for stronger signals), volatility around earnings, and standard market, competitive, and regulatory risks.
Austin Pearce Capital Research · November 26, 2025McDonalds (MCD) Equity Research ReportUniversity‑affiliated student research group report recommending Hold/Buy with a 12‑month target of 331.53 (around 7% upside), arguing that McDonald’s “Accelerating the Arches” strategy, heavy AI and digital investment, and global franchise footprint support continued earnings growth and justify a valuation premium versus peers. It provides a full thesis covering strategy, relative valuation, pipeline and international expansion, and price‑action analysis, while outlining major risks around geopolitical boycotts, tariffs and trade uncertainty, labour and wage pressures, health and regulatory concerns, supply‑chain and commodity costs, and reputational issues.