Parkev Tatevosian, CFA 对 $MCD 的判断变化

2026-09-06看涨
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麦当劳(MCD)是最受青睐的十大股票之一;公允价值为330美元,意味着12-18个月内有26%的上涨空间,这得益于技术驱动的成本削减和高利润率,尽管面临健康趋势和经济方面的不利因素。

麦当劳是我目前最喜欢的另一只股票,我将其排在前 10 名。我计算出麦当劳股票的公平价值为每股 330 美元。当前市场价格为 262 美元。这意味着未来 12 到 18 个月内将上涨 26%。

McDonald's is another of my favorite stocks at the moment. I ranked it among the top 10 stocks. I calculated a fair value for McDonald's stock at $330 per share. The current market price is $262. This leaves it with a 26% rise over the next 12 to 18 months.

我最喜欢的麦当劳积极因素之一,我认为市场低估了它,是其在多个类别中的技术创新,这可能对麦当劳的短期和长期都有利。食品配送网络和这项技术的普及使麦当劳能够在更多场合触达更多消费者。

2026-09-02看涨
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MCD有28%的上涨空间至340美元,得益于技术创新和高利润率,超过行业逆风。

麦当劳可能是我 2026 年顶级股票排名中最有趣和最令人惊讶的入选者。根据我 340 美元的合理价值估计和当前 265 美元的市场价格,我计算出有 28% 的上涨空间。

McDonald's might be the most interesting and surprising inclusion into my top stock rankings in 2026. I've calculated an upside of 28% given my fair value estimate at $340 and the current market price of $265.

麦当劳和 Visa 一样,很少以相对于其合理价值估计如此大的折扣进行交易。但餐饮行业在 2026 年面临了重大的不利因素。除了消费者趋势,如更健康的生活方式和减肥治疗使用的增加,这些确实减少了 2026 年的餐厅访问量。

McDonald's, like Visa, is a stock that rarely trades at this much of a discount compared to its fair value estimate. But the restaurant industry has faced significant headwinds in 2026. In addition to some of the consumer trends like uh healthier lifestyles and uh increasing usage of weight loss treatments that have really reduced restaurant visitation in 2026.