What changed
$QSR — ADD 📊
Restaurant Brands International Inc. operates as a quick service restaurant company in Canada, the United States, and internationally.
🎯 Q1 FY26 | Rev $2B | EPS $0.86 vs $0.83 🟢
💡 Consensus expected EPS of 0.83, but actual 0.86 beat; market may not fully appreciate international expansion and operational efficiencies that will drive higher than expected EBITDA and EPS growth over the next year.
📉 Reward/Risk: 2.24:1
🏢 Business Quality: 7/10 - strong brand portfolio and asset-light franchise model, but subject to consumer cyclicality and competitive pressures; high margins and cash flow generation.
📊 Valuation: fair - P/E 21.5x on TTM basis, below peer MCD at 24x and in line with YUM at 22x; EV/EBITDA ~16x; DCF suggests fair value around $80-85 assuming 8%...
📊 Our read: ADD. Full analysis →
https://stockduty.xyz/s/QSR0617
Why it matters
Restaurant Brands International Inc. operates as a quick service restaurant company in Canada, the United States, and internationally.