Added to YB: 2024-10-07
Pitch date: 2024-10-04
PTLO [bullish]
Portillo's Inc.
-68.17%
current return
Author Info
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
$293.1M
Pitch Price
$12.88
Price Target
396.00 (+9559%)
Dividend
N/A
EV/EBITDA
8.12
P/E
19.38
EV/Sales
1.34
Sector
Hotels, Restaurants and Leisure
Category
growth
Paywalled small cap restaurant chain that could 10x to 30x over the next 15 to 20 years - Portillo's Inc.
PTLO: Chicago-based fast casual chain, $9.1M avg rev/store, 23-24% margins. NPS 76, beating CMG/CFA. 88 stores, targeting 900+. $790M mkt cap vs CMG's $70B. Risks: PE buyout, insider selling. Bull case: 10-30x in 15+ yrs if expansion succeeds. Adding to portfolio.
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