Added to YB: 2025-10-01
Pitch date: 2025-09-29
PTLO [neutral]
Portillo's Inc.
-26.6%
current return
Author Info
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Company Info
Portillo's Inc. owns and operates fast casual restaurants in the United States. The company offers Chicago-style hot dogs and sausages, Italian beef sandwiches, char-grilled burgers, chopped salads, crinkle-cut and cheese fries, homemade chocolate cakes, and chocolate cake shake.
Market Cap
$344.6M
Pitch Price
$6.39
Price Target
9.20 (+96%)
Dividend
N/A
EV/EBITDA
8.26
P/E
13.57
EV/Sales
1.38
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Quick Value - Portillo's (PTLO)
PTLO (overview): Down 83% since IPO, trades 8x EBITDA w/ 3x leverage after cutting 2025 guidance & CEO resigned. Strong unit economics $8-9M AUV vs peers but expanding outside core Chicago market hurting performance. New smaller format locations & mgmt change could drive turnaround. $9.20 target (~50% upside) if comps recover.
Read full article (5 min)