McDonalds (Mexico) Performance
| MCD Stock | MXN 5,985 14.00 0.23% |
McDonalds has a performance score of 5 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 0.32, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, McDonalds' returns are expected to increase less than the market. However, during the bear market, the loss of holding McDonalds is expected to be smaller as well. McDonalds presently secures a risk of 1.42%. Please verify McDonalds total risk alpha, value at risk, and the relationship between the standard deviation and treynor ratio , to decide if McDonalds will be following its current price movements.
Risk-Adjusted Performance
5 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in McDonalds are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak fundamental indicators, McDonalds may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
| Begin Period Cash Flow | 4.7 B |
McDonalds |
McDonalds Relative Risk vs. Return Landscape
If you would invest 564,273 in McDonalds on September 15, 2024 and sell it today you would earn a total of 34,227 from holding McDonalds or generate 6.07% return on investment over 90 days. McDonalds is generating 0.1049% of daily returns assuming 1.417% volatility of returns over the 90 days investment horizon. Simply put, 12% of all stocks have less volatile historical return distribution than McDonalds, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
McDonalds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for McDonalds' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as McDonalds, and traders can use it to determine the average amount a McDonalds' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0741
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Estimated Market Risk
| 1.42 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average McDonalds is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of McDonalds by adding it to a well-diversified portfolio.
McDonalds Fundamentals Growth
McDonalds Stock prices reflect investors' perceptions of the future prospects and financial health of McDonalds, and McDonalds fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on McDonalds Stock performance.
| Return On Asset | 0.12 | |||
| Profit Margin | 0.27 % | |||
| Operating Margin | 0.45 % | |||
| Current Valuation | 4.8 T | |||
| Shares Outstanding | 732.42 M | |||
| Price To Earning | 34.28 X | |||
| Price To Sales | 169.16 X | |||
| Revenue | 23.18 B | |||
| EBITDA | 9.4 B | |||
| Cash And Equivalents | 2.83 B | |||
| Cash Per Share | 3.86 X | |||
| Total Debt | 35.9 B | |||
| Book Value Per Share | (8.16) X | |||
| Cash Flow From Operations | 7.39 B | |||
| Earnings Per Share | 156.51 X | |||
| Total Asset | 50.44 B | |||
About McDonalds Performance
Evaluating McDonalds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if McDonalds has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if McDonalds has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
McDonalds Corporation operates and franchises McDonalds restaurants in the United States and internationally. McDonalds Corporation was founded in 1940 and is headquartered in Chicago, Illinois. MCDONALDS CORPORATION operates under Restaurants classification in Mexico and is traded on Mexico Stock Exchange. It employs 100000 people.Things to note about McDonalds performance evaluation
Checking the ongoing alerts about McDonalds for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for McDonalds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 71.0% of the company shares are owned by institutional investors |
- Analyzing McDonalds' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether McDonalds' stock is overvalued or undervalued compared to its peers.
- Examining McDonalds' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating McDonalds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of McDonalds' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of McDonalds' stock. These opinions can provide insight into McDonalds' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for McDonalds Stock Analysis
When running McDonalds' price analysis, check to measure McDonalds' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy McDonalds is operating at the current time. Most of McDonalds' value examination focuses on studying past and present price action to predict the probability of McDonalds' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move McDonalds' price. Additionally, you may evaluate how the addition of McDonalds to your portfolios can decrease your overall portfolio volatility.