Restaurant Brands delivered 3.8% comparable sales growth in the third quarter, led by Burger King US (up 8.3%) and the international arm (3.9%). Segment-level adjusted operating margin, which excludes the net effect of tariff refunds and a one-time legal expense, improved 30 basis points to 29%.
A strong, well-capitalized international franchisee base should allow Restaurant Brands to reinvest in existing units and further expand its banners abroad.
Financially stretched consumers remain disgruntled with restaurant offerings, as value propositions remain out of whack relative to grocery stores, while inflation in coffee, beef, and labor remains stubbornly high.
|
Metric
|
QSR
|
YUM
|
MCD
|
|---|---|---|---|
Price/Earnings (Normalized) | 18.66 | 24.17 | 20.57 |
Price/Book Value | 6.30 | — | — |
Price/Sales | 3.42 | 4.97 | 6.65 |
Price/Cash Flow | 17.18 | 19.88 | 17.00 |
|
Metric
|
QSR
|
YUM
|
MCD
|
|---|---|---|---|
Quick Ratio | 0.73 | 0.33 | 0.82 |
Current Ratio | 0.96 | 0.59 | 1.08 |
Interest Coverage | 5.25 | 5.27 | 7.84 |
|
Metric
|
QSR
|
YUM
|
MCD
|
|---|---|---|---|
Return on Assets (Normalized) | 8.19% | 22.90% | 14.95% |
Return on Equity (Normalized) | 55.87% | — | — |
Return on Invested Capital (Normalized) | 12.05% | 46.91% | 19.07% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| McDonald's Corp
MCD
| LOCK|&s%g$>L | LOCK|&Ys | $183B | |||
| Starbucks Corp
SBUX
| LOCK|jv!<>&GL | LOCK|Cr | $118B | |||
| Compass Group PLC ADR
CMPGY
| LOCK|>rMm?xk | LOCK|Q^s^ | $57B | |||
| Yum Brands Inc
YUM
| LOCK|qzTMq@ | LOCK|r? | $42B | |||
| Chipotle Mexican Grill Inc
CMG
| LOCK|G@r<><Vx | LOCK|x^ | $40B | |||
| Restaurant Brands International Inc
QSR
| LOCK|nbGqYcJ | LOCK|xJxq | $25B | |||
| Darden Restaurants Inc
DRI
| LOCK|@K!&JD | LOCK|!?pJ | $25B | |||
| Yum China Holdings Inc
YUMC
| LOCK|RJ#Zv^^ | LOCK|mR$ | $15B | |||
| Texas Roadhouse Inc
TXRH
| LOCK|#Rc!mN^ | LOCK|c##p$ | $12B | |||
| Domino's Pizza Inc
DPZ
| LOCK|<nsZJ&^$ | LOCK|GR | $10B |
United States