Mulya.ai
Ticker
MCD
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredYes
Key Assumptions
WACC ?6.8%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.614
Beta (levered) ?0.716
Terminal OM% ?37.7%
Segment conc. ?51% dominant
Terminal growth ?4.1%
Bond rating ?AA · 0.90%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

MCD · McDonald's Corporation

$269.762026-07-21
Sector: Consumer Cyclical; Industry: Restaurants; Sub-Industry: Restaurants

Intrinsic Value Range Comparison · Mulya.ai

Leases factored
Bull
$181
-32.9% vs market
Base · active
$129
-52.1% vs market
Bear
$121
-55.1% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $121
Base $129
Bull $181
Market $270
Median $348
Market Price $270
Mulya.ai Base $129
Analysts Median $348
Mulya.ai IV range ($121 · $181)
Analysts Range ($305 · $385)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$25.5B49.1%19.4%$10.1B−$14.4B−$4.3B6.1%22.9%$44.1B$11.87
2024.Q4$25.5B0.0%49.1%20.5%$10.0B−$15.1B−$5.2B6.6%22.1%$45.9B$11.87
2025.Q1$25.9B1.7%48.6%20.5%$10.0B−$13.3B−$3.3B6.3%21.6%$46.7B$11.52
2025.Q4$25.9B0.0%48.6%21.4%$9.9B−$12.6B−$2.7B6.4%20.5%$49.9B$11.52
2026.Q1$27.4B5.9%49.4%21.9%$10.6B−$14.0B−$3.4B6.1%21.0%$51.1B$12.1614.2
italics below = DCF projection · 10yr Rev CAGR: 4.5%
2027.Q1$28.9B+5.2%49.9%21.7%$11.3B−$13.5B−$2.2B7.0%−$2.0B19.5%$64.5B$14.7118.3
2028.Q1$30.5B+5.6%49.9%21.5%$11.9B−$6.5B$5.5B7.1%$4.8B17.6%$71.0B$15.5717.3
2029.Q1$31.9B+4.6%49.9%21.3%$12.5B−$3.5B$9.0B7.3%$7.3B17.2%$74.5B$16.3216.5
2030.Q1$33.3B+4.5%49.9%21.1%$13.1B−$6.2B$6.9B7.5%$5.3B16.9%$80.7B$17.1015.8
2031.Q1$34.8B+4.4%49.9%20.9%$13.7B−$5.6B$8.1B7.6%$5.7B16.4%$86.3B$17.9015.1
Term. Yr+$44.6B4.1%37.7%20.0%$13.4B−$4.2B$9.2B8.6%$97.8B13.1%
Active scenario IV: $129 (-52.1% vs market)