MCD
US EQUITY
Consumer Discretionary
Restaurants
CIK: 63908
McDonald's (MCD) Quant Factor Diagnostic & Fair Value Model
McDonald's (Ticker: MCD) is listed in the Consumer Discretionary sector (Restaurants). Below is its point-in-time financial profile, valuation multiples, and cross-sectional factor diagnostics.
$248.46
-1.65%
Latest Close (2026-10-23)
Market Cap: $175.82B
P/E Ratio: 18.7
Momentum Strength
3M / 12M
-8.21%
1M: +4.83%
12M: -19.88%
Quality (ROE)
Point-in-Time
+16.90%
Trailing Return on Equity
Technical Trend
RSI 14
73.7
SMA50: $249.79
SMA200: $284.56
Valuation Multiplier
Trailing
18.7
Moderate Valuation Corridor (15x - 30x P/E)
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Valuation & Multi-Factor Diagnostic
Moderate Valuation Corridor (15x - 30x P/E)
MCD trades within a typical sector multiple band (18.7x P/E), broadly aligned with trailing earnings.
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Benchmark Factor Strategy
S&P 500 Momentum Alpha Strategy
This strategy applies cross-sectional momentum and quality factor filters across large-cap US equities.
📈 Daily Candlestick & Volume Quant Chart
Interactive lightweight price action & volume breakdown over recent 90 trading days.
均线整理 (MA20/50)
Piotroski F-Score: 5/9 (Moderate Financial Health)
Official Point-in-Time Financial Filing History
Zero Lookahead Bias: Every financial metric is timestamped at the exact moment officially published to the market.
备案 CIK: 63908 · 10-K 年报 / 10-Q 季报
| Form | Period End | Filing Timestamp (Point-in-Time) | Revenue | Net Income | Operating CF | EPS (Diluted) |
|---|---|---|---|---|---|---|
| 10-Q | 2026-06-30 | 2026-08-07 | $7.10B | $2.36B | $2.81B | $3.32 |
| 10-Q | 2025-12-31 | 2026-08-07 | - | - | - | - |
| 10-Q | 2025-06-30 | 2026-08-07 | $6.84B | $2.25B | $2.00B | $3.14 |
| 10-Q | 2026-03-31 | 2026-05-07 | $6.52B | $1.98B | $2.41B | $2.78 |
| 10-Q | 2025-03-31 | 2026-05-07 | $5.96B | $1.87B | $2.43B | $2.60 |
| 10-K | 2025-12-31 | 2026-02-24 | $26.89B | $8.56B | $10.55B | $11.95 |
| 10-K | 2024-12-31 | 2026-02-24 | $25.92B | $8.22B | $9.45B | $11.39 |
| 10-K | 2023-12-31 | 2026-02-24 | $25.49B | $8.47B | $9.61B | $11.56 |
💡 Methodology & Frequently Asked Questions
Key reference details regarding McDonald's (MCD) valuation multiples, momentum factors, and point-in-time filing conventions.
How should MCD's current valuation multiple be interpreted? ↓
MCD trades at a trailing P/E of 18.7x within the Consumer Discretionary sector (moderate valuation corridor (15x - 30x p/e)). Valuation multiples are computed using trailing-twelve-month GAAP earnings against the latest close price.
What are MCD's key momentum and technical factor indicators? ↓
As of the latest close, MCD shows a 1-month return of +4.83%, 3-month return of -8.21%, and 12-month return of -19.88%, with a 14-day RSI of 73.7. Momentum factors reflect short- and intermediate-term price velocity across the equity cross-section.
What is Point-in-Time (PIT) financial data and why does it matter for MCD? ↓
Point-in-Time indexing aligns corporate fundamentals with their official public filing timestamps (Form 10-Q/10-K) rather than accounting period-end dates. This methodology eliminates lookahead bias in historical equity backtests.
How can MCD be incorporated into systematic factor models? ↓
MCD can be evaluated within customized multi-factor models or screened against cross-sectional filters (such as momentum quintiles and return on equity) to analyze historical turnover and risk-adjusted return.