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MCD McDonald's Corporation - Fundamental Analysis

NEUTRAL
MCD Stock | Fundamental Analysis & Investment Insights
NYSE Consumer Cyclical Restaurants
Current Price
$303.26
Analyst Target
$331.2
+9.2% Upside
52W High
$326.32
52W Low
$276.53

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AI Analysis

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Confidence Score
72%
Analysis Accuracy
McDonald's Corporation exhibits strong profitability and financial stability as indicated by a robust Altman Z-Score of 333116824268.8 (far above the 3.0 safe threshold) and solid margins, yet its Piotroski F-Score of 4/9 suggests only stable financial health rather than strength. The stock trades at a premium valuation with a P/E of 25.90 and Price/Sales of 8.24, above sector averages, while near-term growth is muted with just 3% YoY revenue growth and declining YoY EPS. Insider selling activity is a notable concern, with $16.42M in net sales over the past six months, counterbalanced by a favorable analyst consensus target of $331.20. Despite solid cash flow generation and a reliable dividend, technical trends are bearish and recent earnings surprises have weakened, supporting a neutral stance.

Key Strengths

Exceptional Altman Z-Score indicates virtually no bankruptcy risk and strong financial resilience
Industry-leading profitability with 46.91% operating margin and 32.04% net margin
High ROA of 12.97%, significantly above sector average of 10.59%
Attractive dividend yield of 2.45% with a sustainable 60.41% payout ratio
Valuation remains below sector average P/E of 44.18 despite premium multiple

Key Risks

Piotroski F-Score of 4/9 indicates only stable financial health, not strong, raising concerns about balance sheet efficiency
Negative insider sentiment with $16.42M in net insider selling over the last 6 months
Bearish technical trend (0/100) and recent price weakness (-2.4% over 1 week)
Declining year-over-year EPS growth (-0.3%) and weakening earnings surprise trend
Missing earnings estimates in 3 of last 4 quarters, indicating potential execution issues
AI Fair Value Estimate
Based on comprehensive analysis
$110.07
-63.7% below current price

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