AnalystScope
AnalystScopePublished research note

McDonald's Corporation (MCD)

McDonald's remains a high-quality global franchise, but the current setup still looks more like a disciplined Hold than a wide-gap valuation opportunity.

This page preserves the published note at the report date shown below. For the live workspace with the latest daily scheduled quote, filing, fundamentals, and refreshed model output, return to the company page.

Report date 10 Apr 2026, 22:15Report updated Apr 10, 2026Active coverage

Current workspace reference

Kept here as reference beside the published report: the current workspace now shows a Buy signal with medium confidence as shares are currently being evaluated against an older daily scheduled quote of $280 versus $330 fair value, implying +17.6 upside.

Current workspace signal

Buy

Confidence

Medium

Stale scheduled quote

$280

Fair value

$330

+17.6 upside

Reference freshness

Price basis

Stale scheduled quote

Latest daily scheduled quote is past the freshness window. Daily scheduled refresh as of May 21, 2026, 6:54 AM UTC. Fresh through May 22, 2026, 6:54 AM UTC.

Filing reference

4 filed Jun 1, 2026 | Reporting period May 28, 2026

Filing refreshed Jun 6, 2026, 6:27 AM UTC. Fresh through Jun 6, 2026, 6:27 PM UTC.

Fundamentals reference

Live SEC companyfacts currently cover revenue, operating margin, free cash flow, and net cash / net debt. Reporting period end 2025-12-31.

Fundamentals refreshed 6 Jun 2026, 06:27 UTC. Fresh through 6 Jun 2026, 18:27 UTC.

Model vs published view

Current model signal differs from the latest published analyst rating.

Thesis scorecard

Growth

Moderate

Growth is steady and franchise-driven rather than unusually fast.

Profitability

Strong

Asset-light franchise economics support very strong margin durability.

Balance sheet

Weak

Leverage is serviceable but still limits balance-sheet flexibility.

Valuation

Moderate

The quality premium is deserved, but the current fair-value spread remains contained.

Execution / Resilience

Strong

Global brand strength and scale support resilience through softer consumer patches.

Bull / Base / Bear scenarios

Bull case

$347

Normalized support: Growth, margin, and cash-flow trends are mixed versus the upside case.

Base case

$330

Normalized support: Current margin, cash-generation, and balance-sheet profile are mixed.

Bear case

$296

Downside protection: Cash generation and balance-sheet support are mixed in the bear case.

Base-case assumptions

These are the published base-case assumptions behind the note. They are reasoned valuation inputs at the report date, not reported facts.

Revenue CAGR (5Y)

4.0%

+/- 1.0% => +/-$5/sh

Why this level: This is AnalystScope's base-case growth assumption, not a guarantee. It sits below the latest FY model-base revenue pace (2025.0%), so the model does not extend current strength too far into the outer years. Current company context: Franchise mix and brand strength keep margin durability well above most restaurant peers.

Terminal Growth

2.5%

+/- 0.5% => +/-$4/sh

Why this level: This is AnalystScope's mature long-run growth assumption, not a perpetual hypergrowth claim. At 2.5%, it sits well below the 4.0% five-year revenue CAGR, so the model steps down from the explicit forecast period to a steadier long-run pace. For McDonald's Corporation, that means a durable franchise can keep compounding after year five without assuming today's faster growth profile lasts indefinitely.

WACC

8.0%

+/- 0.5% => -$6/sh

Why this level: This is AnalystScope's base-case cost-of-capital judgment, not a precise CAPM output. It reflects the current rates backdrop, equity risk premium, and the company's balance-sheet posture. Franchise cash generation supports leverage, but balance-sheet treatment stays conservative

Operating Margin (Year 5)

45.5%

+/- 100 bps => +/-$4/sh

Why this level: This is AnalystScope's base-case margin view, not a promise of straight-line expansion. It keeps year-five margins close to today's model-base operating margin (45.7%), which implies the current margin structure is broadly durable. Margin input keeps the base on durable franchise economics instead of over-reading temporary commodity or mix relief.

How to read the assumptions and sensitivities

These are base-case assumptions used to estimate fair value. They are reasonable model inputs, not reported facts.

Each sensitivity line shows the estimated fair-value-per-share change from a small move in that one input while the other inputs stay fixed.

bps means basis points. 100 bps equals 1.00 percentage point.

WACC sensitivity moves in the opposite direction because a higher discount rate lowers present value, while a lower discount rate raises it.

Model base vs reported fundamentals

Side-by-side view of the latest live reported fundamentals versus the current AnalystScope model base used in public valuation and thesis work.

Reported numbers show the latest company print. Model base is the comparable operating base AnalystScope uses for valuation work, which can include standardization, conservative balance-sheet treatment, working-capital cleanup, and through-cycle adjustments when current reported figures do not look durable.

Reported fundamentals source

SEC XBRL companyfacts API

Live SEC companyfacts currently cover revenue, operating margin, free cash flow, and net cash / net debt. Reporting period end 2025-12-31.

Fundamentals refreshed 6 Jun 2026, 06:27 UTC. Fresh through 6 Jun 2026, 18:27 UTC.

Model-base impact on the thesis

For McDonald's, the model base is intended to capture durable franchise and brand economics rather than quarter-specific traffic, FX, or commodity timing.

MetricLive reportedStatusModel baseStatus
Revenue (TTM)$26.9BLive reported$26.9B

+1.1% YoY

Adjustment: Model revenue smooths promotional timing, FX, and international traffic swings rather than extrapolating any one quarter of consumer noise.

Model base
Operating Margin46.1%Live reported45.7%

+61 bps YoY

Adjustment: Margin input keeps the base on durable franchise economics instead of over-reading temporary commodity or mix relief.

Model base
FCF (TTM)$7.2BLive reported$8.9B

33.1% margin

Adjustment: FCF input adjusts for working-capital timing and keeps the franchise cash-conversion base conservative.

Model base
Net Cash / (Debt)($39.7B)Live reported($45.8B)

Franchise cash generation supports leverage, but balance-sheet treatment stays conservative

Adjustment: Balance-sheet treatment reflects durable franchise cash generation but does not downplay the company's substantial debt load.

Model base

Published investment view

The published report remains anchored to a Hold rating, with the latest note event recorded as New. The current workspace now evaluates the stock against $280 versus a base-case fair value of $330, implying +17.6 upside.

Fair value $330 vs. current $280 (+17.6 upside).

Confidence framing

Method agreement / dispersion

Valuation methods remain directionally aligned, with a moderate range from $315 to $345.

Margin strength

Operating margin is 45.7%, with +61 bps vs prior FY.

Balance sheet position

Balance sheet positioning is ($45.8B), with franchise cash generation supports leverage, but balance-sheet treatment stays conservative.

Key drivers

Franchise mix and brand strength keep margin durability well above most restaurant peers.

Global scale and value positioning support resilience even when consumer spending gets uneven.

Reliable cash generation underpins the valuation floor despite a leveraged balance sheet.

Key risks

Traffic softness or a more promotional environment could pressure the current through-cycle revenue base.

The balance sheet remains more leveraged than a cleaner defensive consumer name.

If the quality premium rerates lower, the current upside case would narrow quickly.

What would change our view

A wider discount to fair value would make the franchise-quality story more compelling.

A more durable traffic recovery without margin erosion would improve conviction.

If traffic softness deepens while leverage remains elevated, the current Hold stance would weaken.

Near-term catalysts

Same-store sales, guest traffic, and international franchise commentary remain the clearest near-term signals.

Value-mix and promotional intensity matter more than a single quarterly revenue print in this setup.

Margin commentary on labor, commodities, and franchise mix will shape confidence in the durable base.

What we are watching

Whether value-led traffic holds up without requiring a margin-sacrificing promotional response.

How much recent operating stability is structural versus helped by commodity or FX timing.

Whether leverage remains comfortably supported if the global consumer backdrop weakens.

Report archive context

Archive metadata below keeps the published report context visible. Current workspace valuation and quote context stay secondary on this page.

How to read note event vs rating

Note event tells you what changed in the latest published note. Published rating shows the stance after that event.

Both were published Apr 10, 2026.

Report updated

Apr 10, 2026

Coverage status

Active coverage

Latest note event

New

Published Apr 10, 2026

Current published rating

Hold

Published Apr 10, 2026

Analyst note

Watching traffic resilience, franchise-margin durability, and whether the quality premium is outrunning the underlying cash-flow base.

What changed in the report

Apr 10, 2026

Added to AnalystScope coverage

Impact: New Hold view on franchise quality with a still-contained spread to fair value

Apr 10, 2026

Kept balance-sheet treatment conservative

Impact: Avoids overstating upside from a leveraged but durable cash generator

Report timeline

Apr 10, 2026

NewHold

Started coverage with a Hold view on durable franchise economics and a still-moderate spread to fair value.

AnalystScope

This report is informational only and does not constitute investment advice. Curated public preview analysis with live price, filing metadata, and reported fundamentals overlays. Full live filing ingestion is not yet enabled.