Added to YB: 2026-10-07
Pitch date: 2026-10-03
MCD [bullish]
McDonald's Corporation
+4.57%
current return
Author Info
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Company Info
McDonald's Corporation owns, operates, and franchises restaurants under the McDonald’s brand in the United States and internationally.
Market Cap
$164.9B
Pitch Price
$231.90
Price Target
297.00 (+22%)
Dividend
3.31%
EV/EBITDA
12.99
P/E
18.93
EV/Sales
7.89
Sector
Hotels, Restaurants and Leisure
Category
value
McDonald’s: Stop Watching the Burgers. Watch the 10-Year US Treasury Yield.
MCD: McDonald’s remains a high-quality, cash-generative franchise whose selloff is attributed primarily to rising bond yields: its 3.33% dividend yield trails >5.2% Treasuries, compressing the multiple to 16.7x forward earnings. A blended $289 target implies ~25% upside, but durable recovery likely requires lower Treasury yields, while refinancing roughly $40–55B of debt at higher rates threatens earnings and dividend growth.
Read full article (4 min)