McDonalds (Brazil) Performance
| MCDC34 Stock | BRL 85.18 0.08 0.09% |
The company secures a Beta (Market Risk) of -0.11, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning McDonalds are expected to decrease at a much lower rate. During the bear market, McDonalds is likely to outperform the market. At this point, McDonalds has a negative expected return of -0.0294%. Please make sure to verify McDonalds' coefficient of variation, jensen alpha, and the relationship between the downside deviation and standard deviation , to decide if McDonalds performance from the past will be repeated at some future point.
Risk-Adjusted Performance
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Over the last 90 days McDonalds has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong fundamental indicators, McDonalds is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 4.7 B |
McDonalds |
McDonalds Relative Risk vs. Return Landscape
If you would invest 8,717 in McDonalds on October 23, 2024 and sell it today you would lose (199.00) from holding McDonalds or give up 2.28% of portfolio value over 90 days. McDonalds is generating negative expected returns and assumes 1.4081% volatility on return distribution over the 90 days horizon. Simply put, 12% of stocks are less volatile than McDonalds, and 99% 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 = -0.0209
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| Negative Returns | MCDC34 |
Estimated Market Risk
| 1.41 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average McDonalds is not performing at its full potential. However, 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 McDonalds 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 | 1.3 T | |||
| Shares Outstanding | 14.65 B | |||
| Price To Earning | 26.64 X | |||
| Price To Sales | 45.33 X | |||
| Revenue | 23.18 B | |||
| EBITDA | 9.4 B | |||
| Cash And Equivalents | 2.29 B | |||
| Cash Per Share | 3.00 X | |||
| Total Debt | 35.9 B | |||
| Book Value Per Share | (0.41) X | |||
| Cash Flow From Operations | 7.39 B | |||
| Earnings Per Share | 2.20 X | |||
| Total Asset | 50.44 B | |||
About McDonalds Performance
By analyzing McDonalds' fundamental ratios, stakeholders can gain valuable insights into McDonalds' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
McDonalds Corporation operates and franchises McDonalds restaurants in the United States and internationally. McDonalds Corporation was founded in 1940 and is based in Chicago, Illinois. MCDONALDS DRN operates under Restaurants classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 210000 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.| McDonalds generated a negative expected return over the last 90 days |
- 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.
Complementary 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.
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