Professional
Added to YB: 2025-02-25
Pitch date: 2025-02-11
QSR [bullish]
Restaurant Brands International Inc.
+19.22%
current return
Author Info
No bio for this author
Company Info
Restaurant Brands International Inc. operates as a quick service restaurant company in Canada, the United States, and internationally.
Market Cap
$25.3B
Pitch Price
$64.78
Price Target
N/A
Dividend
3.57%
EV/EBITDA
14.72
P/E
27.77
EV/Sales
4.38
Sector
Hotels, Restaurants and Leisure
Category
value
Pershing Square Holdings Portfolio Holding: Restaurant Brands International Inc.
QSR: Tim Hortons & Int'l outperforming peers, Burger King US turnaround positive. Carrols acquisition ($1bn) accelerates remodels. Trading at 18x NTM earnings, 30%+ discount to peers despite similar growth. Share price -14% in 2024, +2% YTD 2025. High-quality business with significant long-term growth potential.
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