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Added to YB: 2024-04-01

Pitch date: 2024-03-30

QSR [bullish]

Restaurant Brands International Inc.

-5.64%

current return

Author Info

Company Info

Restaurant Brands International Inc. operates as a quick-service restaurant company in Canada, the United States, and internationally.

Market Cap

$20.7B

Pitch Price

$75.11

Price Target

N/A

Dividend

3.90%

EV/EBITDA

13.92

P/E

20.02

EV/Sales

4.40

Sector

Hotels, Restaurants and Leisure

Category

growth

Show full summary:
Is $QSR a quality bubble candidate?

QSR: Ackman's latest restaurant bet. Incentivized mgmt (Domino's ex-CEO) targets 8%+ growth, 12%+ TSR. 25x P/E reasonable for capital-light franchising biz vs peers. Upside: quality multiple catch-up, accretive M&A. Low risk of permanent capital loss.

Read full article (8 min)