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Upturn AI SWOT - About
MCD 
McDonald’s Corporation (MCD)
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Upturn Advisory Summary
07/14/2025: MCD (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
36 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $328.61
1 Year Target Price $328.61
| 15 | Strong Buy |
| 6 | Buy |
| 15 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 14.29% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 215.85B USD | Price to earnings Ratio 26.62 | 1Y Target Price 328.61 |
Price to earnings Ratio 26.62 | 1Y Target Price 328.61 | ||
Volume (30-day avg) 36 | Beta 0.56 | 52 Weeks Range 240.46 - 324.48 | Updated Date 07/14/2025 |
52 Weeks Range 240.46 - 324.48 | Updated Date 07/14/2025 | ||
Dividends yield (FY) 2.42% | Basic EPS (TTM) 11.34 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 31.75% | Operating Margin (TTM) 44.58% |
Management Effectiveness
Return on Assets (TTM) 13.42% | Return on Equity (TTM) - |
Valuation
Trailing PE 26.62 | Forward PE 24.45 | Enterprise Value 265970465154 | Price to Sales(TTM) 8.4 |
Enterprise Value 265970465154 | Price to Sales(TTM) 8.4 | ||
Enterprise Value to Revenue 10.35 | Enterprise Value to EBITDA 19.16 | Shares Outstanding 715033024 | Shares Floating 713881524 |
Shares Outstanding 715033024 | Shares Floating 713881524 | ||
Percent Insiders 0.22 | Percent Institutions 75.8 |
Upturn AI SWOT
McDonald’s Corporation
Company Overview
History and Background
McDonald's Corporation was founded in 1940 by Richard and Maurice McDonald as a restaurant. Ray Kroc joined the company as a franchise agent in 1954 and subsequently purchased it in 1961. It has evolved into the world's largest restaurant chain by revenue.
Core Business Areas
- Franchising: McDonald's primarily operates under a franchising model, granting licenses to franchisees to operate restaurants under the McDonald's brand. They collect royalties and fees from these franchisees.
- Company-Operated Restaurants: McDonald's also owns and operates restaurants directly, generating revenue through food and beverage sales.
- Real Estate: McDonaldu2019s derives revenue and profit from owning or leasing properties that are then subleased to franchisees.
Leadership and Structure
McDonald's has a CEO (currently Chris Kempczinski) who leads a team of executives responsible for various functions, including operations, finance, and marketing. The company has a hierarchical structure with regional and divisional management overseeing restaurant operations.
Top Products and Market Share
Key Offerings
- Big Mac: The Big Mac is a signature hamburger, popular worldwide. Competitors include similar offerings from Burger King (Whopper) and Wendy's (Dave's Single). Market share data is difficult to isolate to a single product.
- McDonald's Fries: McDonald's french fries are a globally recognized side dish. Competitors include fries from Burger King, Wendy's, and other fast-food chains. Market share data is difficult to isolate to a single product.
- Happy Meal: The Happy Meal is a meal targeted at children, often including a toy. Competitors include kids' meals from Burger King and Wendy's. Market share data is difficult to isolate to a single product.
- Coffee: McDonald's McCafe offers a variety of coffee drinks. Competitors include Starbucks (SBUX) and Dunkin' (DNKN). Market share data is difficult to isolate to a single product.
Market Dynamics
Industry Overview
The quick-service restaurant (QSR) industry is highly competitive, characterized by changing consumer preferences, technological advancements (e.g., mobile ordering), and increasing health consciousness.
Positioning
McDonald's is the largest QSR chain globally. Its competitive advantages include brand recognition, extensive global footprint, strong supply chain, and economies of scale.
Total Addressable Market (TAM)
The global fast-food market is projected to reach several hundred billion dollars. McDonald's aims to capture a significant portion through menu innovation, digital strategies, and expansion.
Upturn SWOT Analysis
Strengths
- Global Brand Recognition
- Extensive Franchise Network
- Strong Supply Chain
- Economies of Scale
- Real Estate Portfolio
Weaknesses
- Perception of Unhealthy Food
- Dependence on Franchisees
- Menu Complexity
- Negative Publicity (e.g., worker wages)
Opportunities
- Menu Innovation (Healthier Options)
- Digitalization (Mobile Ordering, Delivery)
- Expansion in Emerging Markets
- Partnerships (e.g., with delivery services)
- Technology Investment
Threats
- Changing Consumer Preferences
- Increased Competition
- Rising Labor Costs
- Food Safety Concerns
- Economic Downturns
Competitors and Market Share
Key Competitors
- YUM
- QSR
- WEN
Competitive Landscape
McDonald's benefits from scale and brand recognition, but faces competition from companies like Yum! Brands, Restaurant Brands International, and Wendy's. It needs to address changing consumer preferences for healthier and more convenient food options.
Major Acquisitions
Dynamic Yield
- Year: 2019
- Acquisition Price (USD millions): 300
- Strategic Rationale: Personalization technology to enhance customer experience and drive-thru efficiency.
Growth Trajectory and Initiatives
Historical Growth: McDonald's has grown steadily over the past decades, driven by global expansion and menu innovation.
Future Projections: Analysts generally project continued moderate growth for McDonald's, driven by international expansion and digital initiatives.
Recent Initiatives: Recent initiatives include investment in technology (e.g., mobile ordering, AI drive-thru), menu innovation (e.g., plant-based options), and remodeling restaurants.
Summary
McDonald's is a strong, established company with a dominant position in the QSR industry. Its global brand recognition and extensive franchise network are key strengths. However, it needs to address changing consumer preferences and competition by focusing on menu innovation, digital strategies, and operational efficiency.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (e.g., 10-K reports)
- Market Research Reports (e.g., IBISWorld, Statista)
- Analyst Reports (e.g., from brokerage firms)
- Company Press Releases
- Publicly Available Financial Data (e.g., Yahoo Finance)
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data and market conditions are subject to change. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About McDonald’s Corporation
Exchange NYSE | Headquaters Chicago, IL, United States | ||
IPO Launch date 1965-04-21 | Chairman President, & CEO Mr. Christopher J. Kempczinski | ||
Sector Consumer Cyclical | Industry Restaurants | Full time employees 150000 | Website https://www.mcdonalds.com |
Full time employees 150000 | Website https://www.mcdonalds.com | ||
McDonald's Corporation owns, operates, and franchises restaurants under the McDonald's brand in the United States and internationally. It offers food and beverages, including hamburgers and cheeseburgers, various chicken sandwiches, fries, shakes, desserts, sundaes, soft serve cones, cookies, pies, soft drinks, coffee, and other beverages; and full or limited breakfast, as well as sells various other products during limited-time promotions. The company owns and operates franchised restaurants under various structures, including conventional franchise, developmental license, or affiliate. McDonald's Corporation was founded in 1940 and is based in Chicago, Illinois.
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