McDonald’s (MCD) is a restaurants company in the Consumer Discretionary sector. Listed on the NASDAQ, McDonald’s is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $282.52.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $282.52 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 7.34% |
| Risk / Std Dev (Annualized) | 17.28% |
| Sharpe Ratio (rf=4.5%) | 0.16 |
S&P 500 Context
- Sector: Consumer Discretionary
- Sub-Industry: Restaurants
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 7.34% with an annualized volatility of 17.28%. The Sharpe ratio of 0.16 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 200.73B |
| Enterprise Value | 254.46B |
| Trailing P/E | 23.31 |
| Forward P/E | 19.87 |
| Price to Book | -156.09 |
| Price to Sales | 7.31 |
| EV/Revenue | 9.27 |
| EV/EBITDA | 17.11 |
| Profitability | | | Profit Margin | 31.62% | | Operating Margin | 44.25% | | ROA | 13.56% |
| Growth | | | Revenue Growth | 9.4% | | Earnings Growth | 6.9% |
| Dividend | | | Dividend Yield | 263.0% | | Payout Ratio | 59.85% | | 5Y Avg Yield | 222.0% |
| Financial Health | | | Total Revenue | 27.45B | | Total Debt | 54.9B | | Total Cash | 1.17B | | Free Cash Flow | 5.95B | | Operating Cash Flow | 10.54B |
| Price & Technical | | | 52W High | $341.75$ | | 52W Low | $271.85$ | | 50-Day Avg | $290.43$ | | 200-Day Avg | $306.31$ | | Beta | 0.41 | | Shares Outstanding | 0.71B | | Float Shares | 0.71B | | Insider Holdings | 0.26% | | Institutional Holdings | 77.2% | | Short Ratio | 2.19 | | Short % of Float | 1.48% |
| Analyst Targets | | | Target High | $407.0$ | | Target Low | $250.0$ | | Target Mean | $331.29$ | | Target Median | $330.0$ | | # of Analysts | 31 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.