$MCD

MCD

McDonald's Corporation

本窗口内的全部观点与内容

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09-30
The Acquirers Podcast发布 2026-09-30
《Why Own a Sports Team Stock? Jonathan Boyar on MSGS, Braves & 3 Other Value Picks》
$MCD看涨
MCD估值便宜、正在复苏,股息率为3-3.5%,并因低资本餐厅收购而具备积极催化剂。

麦当劳也是一家估值便宜的公司,最近股价见底,目前正处于复苏的早期阶段,这也是我们略微更青睐快餐连锁店的原因。它的估值也略便宜一些。在等待期间,你能获得3%或3.5%的回报,甚至可能略高一些。

他们还收购了大量低资本投入的餐厅,但其中一个加盟商遇到了问题。他们收购了Carol's的餐厅,大约有一千家门店,未来两年这些门店的加盟权将陆续续约,届时它们都会变成低资本投入依赖型。所以,这个故事有很多值得看好的地方。

McDonald's, which is also a cheap company, recently closed and is now in the early stages of recovery, which is why we prefer fast-food restaurants a little. It's also slightly cheaper.

You will receive a return of 3%, or 3.5%, and possibly a little more during the waiting period. They also bought a large number of low-capital restaurants, but one of the franchisees encountered a problem.

They bought Carol's restaurants. There were about a thousand branches, and over the next two years, the franchise for these branches will be renewed , and they will all become low-capital dependent. So , there is a lot to like about this story.

09-29
Parkev Tatevosian, CFA发布 2026-09-29
《Forever Stocks: 4 Undervalued Dividend Stocks Investors Can Buy Now and Hold Forever》
$MCD看涨
MCD 被低估,12-18 个月内存在超过 26% 的上行空间;尽管近期自由现金流下滑且面临健康趋势风险,AI 创新仍支撑长期逻辑。

我们直接从麦当劳开始,这是我首先要重点介绍的第一只派息股票。麦当劳对我来说无疑是最令我乐观的派息股票。我对麦当劳乐观的主要原因是创新。我相信,在未来三年、五年和十年里,这家公司将受益于创新方面的重大进展。推动这一创新的主要动力将是人工智能。

Let's start directly with McDonald's as the first dividend-paying stock I will highlight. McDonald's is undoubtedly the most optimistic dividend stock for me. The main reason for my optimism about McDonald's is innovation.

I believe this company will benefit from significant progress in innovation over the next three, five, and ten years. The primary driver of this innovation will be artificial intelligence.

更早的记录
09-28
Everything Money发布 2026-09-28
《I Can’t Believe How Cheap These Mega Cap Stocks Are Right Now (Near a 52 week low)》
$MCD未站边
MCD拥有强劲的质量指标(高ROIC、品牌),但面临高负债和低增长的挑战;当前估值意味着约8.5%的中等回报,限制了上行吸引力。

麦当劳股价已较其最高水平下跌超过27%。我们先从最著名的麦当劳说起,来看一下这个。它目前接近52周以来的最低水平,较峰值下跌27%,尽管业务仍在增长。

McDonald's stock has fallen by more than 27 % from its highest levels. Let's start with the most famous, McDonald's, and take a look at this. It is near its lowest level in 52 weeks, down 27% from its peak, although business is still growing.

其去年销售额达到277亿美元,增长超过6%,并实现了近90亿美元的利润。真正的原因是市场对过度劳累的美国消费者的担忧。

Its sales last year reached $27.7 billion , an increase of more than 6%, and it achieved profits of nearly $9 billion. Well, the real reason is the market's fear of the overworked American consumer.

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看这只股票的全部记录