CHARGED ALPHA
Stock Analysis
MCD Consumer Latest YouTube: Q1 2026

McDonald's Corp.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Library coverage

Episodes tracked
3
Episodes linked
2
Latest video
Q1 2026
Podcast available
Yes
Current price
$284.81
+0.11 (+0.04%)
Trailing / Forward P/E
23.48x
Forward: 20.03x
Market cap / Volume
Volume:
Revenue / Earnings Growth
9.4%
Earnings: 6.9%
Margins
44.3% op
Gross: 57.3% · Net: 31.6%
Balance sheet
1.14x current
Debt / Equity: —
52-week range / Beta
$271.85 - $341.75
Beta: 0.41
Analyst target
$331.29
Upside: 16.3%
Cash / shareholder return
2.94% FCF yield
Dividend yield: 2.55%

Company context

Industry: Restaurants
Country: United States
Employees:
Price to book: -157.35x
Return on equity:
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, frozen 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.

Price chart

Market context for MCD

Competitive view

MCD vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

McDonald's Corp. latest YouTube video thumbnail YouTube
McDonald's Corp.
MCD
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Procter & Gamble Co. latest YouTube video thumbnail YouTube
Procter & Gamble Co.
PG
Latest video
Q3 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Costco Wholesale latest YouTube video thumbnail YouTube
Costco Wholesale
COST
Latest video
Q3 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
MCD
$202.36B
McDonald's Corp.
PG
$348.38B
Procter & Gamble Co.
COST
$435.65B
Costco Wholesale
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
MCD
23.5x
McDonald's Corp.
PG
21.9x
Procter & Gamble Co.
COST
49.5x
Costco Wholesale
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
MCD
20.0x
McDonald's Corp.
PG
21.1x
Procter & Gamble Co.
COST
43.4x
Costco Wholesale
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
MCD
9.4%
McDonald's Corp.
PG
7.4%
Procter & Gamble Co.
COST
21.5%
Costco Wholesale
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
MCD
6.9%
McDonald's Corp.
PG
5.8%
Procter & Gamble Co.
COST
45.5%
Costco Wholesale
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
MCD
44.3%
McDonald's Corp.
PG
23.0%
Procter & Gamble Co.
COST
3.7%
Costco Wholesale
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
MCD
57.3%
McDonald's Corp.
PG
51.0%
Procter & Gamble Co.
COST
12.9%
Costco Wholesale
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
MCD
31.6%
McDonald's Corp.
PG
19.2%
Procter & Gamble Co.
COST
3.0%
Costco Wholesale
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
MCD
McDonald's Corp.
PG
31.1%
Procter & Gamble Co.
COST
29.2%
Costco Wholesale
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
MCD
2.9%
McDonald's Corp.
PG
3.7%
Procter & Gamble Co.
COST
1.6%
Costco Wholesale
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
MCD
McDonald's Corp.
PG
67.65x
Procter & Gamble Co.
COST
60.26x
Costco Wholesale
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
MCD
1.14x
McDonald's Corp.
PG
0.73x
Procter & Gamble Co.
COST
1.07x
Costco Wholesale
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
MCD
0.41
McDonald's Corp.
PG
0.39
Procter & Gamble Co.
COST
0.87
Costco Wholesale
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
MCD
2.5%
McDonald's Corp.
PG
2.9%
Procter & Gamble Co.
COST
0.6%
Costco Wholesale
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
MCD
16.3%
McDonald's Corp.
PG
9.2%
Procter & Gamble Co.
COST
10.2%
Costco Wholesale

Episode timeline

Episode archive for MCD

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
Published youtube podcast complete
MCD Stock: $6.5B Revenue — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for McDonald's Corp.. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode pending
Pending link in progress
MCD Q1 2026 earnings analysis
Quarterly earnings-analysis entry for McDonald's Corp.. Use the links on the right to open the video or podcast episode.
No verified episode link yet
Q4 2025
Episode live
Published youtube podcast complete
Charged Alpha | McDonald’s (MCD) | Q4 2025 Earnings Deep Dive — Ep. 101
Quarterly earnings-analysis entry for McDonald's Corp.. Use the links on the right to open the video or podcast episode.