Restaurant Brands chalked up 3.8% comparable sales growth, led by Burger King US (up 8.5%) and consolidated international (5.5%), while Tim Hortons lagged the group (0.1%). Adjusted operating margin improved 130 basis points to 27.3% because of a greater mix of higher-margin franchise royalties.
A strong, well-capitalized international franchisee base should allow Restaurant Brands to reinvest in existing units and further expand its banners.
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) | 19.77 | 22.57 | 21.16 |
Price/Book Value | 6.83 | — | — |
Price/Sales | 3.66 | 4.64 | 6.84 |
Price/Cash Flow | 18.66 | 18.57 | 17.49 |
|
Metric
|
QSR
|
YUM
|
MCD
|
|---|---|---|---|
Quick Ratio | 0.81 | 0.33 | 0.82 |
Current Ratio | 1.01 | 0.59 | 1.08 |
Interest Coverage | 5.11 | 5.27 | 7.84 |
|
Metric
|
QSR
|
YUM
|
MCD
|
|---|---|---|---|
Return on Assets (Normalized) | 7.09% | 22.90% | 14.95% |
Return on Equity (Normalized) | 50.15% | — | — |
Return on Invested Capital (Normalized) | 10.53% | 46.91% | 19.07% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| McDonald's Corp
MCD
| LOCK|?vwLT<% | LOCK|<^g | $188B | |||
| Starbucks Corp
SBUX
| LOCK|?q#%z!J | LOCK|sG | $123B | |||
| Compass Group PLC ADR
CMPGY
| LOCK|!%Mgm?SG | LOCK|b#xXg | $54B | |||
| Chipotle Mexican Grill Inc
CMG
| LOCK|X<!vZmK | LOCK|xv# | $43B | |||
| Yum Brands Inc
YUM
| LOCK|Q&?kmX | LOCK|%^Y | $40B | |||
| Restaurant Brands International Inc
QSR
| LOCK|@>$d<< | LOCK|wl>b | $27B | |||
| Darden Restaurants Inc
DRI
| LOCK|?qcJQM< | LOCK|$FpkK | $26B | |||
| Yum China Holdings Inc
YUMC
| LOCK|MR$mSs$ | LOCK|$Gc | $16B | |||
| Texas Roadhouse Inc
TXRH
| LOCK|HBtnq@! | LOCK|bd?^ | $13B | |||
| Domino's Pizza Inc
DPZ
| LOCK|N$F&WGdN | LOCK|?%F | $11B |
United States